Annuity New Business Advanced Case Manager
CurrentQa new annuity applications by confirming information and updating as needed in systems. Confirmed agent training. Processed suitability checks as needed on my own cases as well as other case manager's cases that were not suitability trained. Provide ongoing support and up-training for newer case managers. Assisted new coders as needed since I had previous knowledge of the position. Created mini sessions on procedures to assist new case managers with more complex procedures while maintaining my own work load and queues proficiently with little to no errors. I've also handled more difficult cases that needed personal attention so that all involved, meaning management, agent, and client, can be happy with the outcome.