Daniel Williams, Capm Email & Phone Number

Louisville, KY, US

Louisville, Kentucky, United States

• Collects, classifies, and analyzes data from multiple sources such as audits, claims, renewals and financial reporting.
• Collaborates with cross-functional teams to ensure reporting and processing of all policy audits, payments, claims, and renewals.
• Assist and coordinates policy renewals and applications.
• Acts as the liaison to attorneys, insurance companies, and individuals.
• Promotes an organization-wide understanding of risk and insurance strategies.
• Communicates any policy changes, updates and/or relevant information to key stakeholders.

Louisville, Kentucky, United States

• Consults with small business owners on business and personal needs such as: income, assets, liabilities, tax status, insurance and financial objectives.
• Provides consistent technical assistance to support small business owners by assisting with bookkeeping, marketing, business plan development and implementation, and any other areas the client needs support in.
• Administers micro-loans ranging $500-$50k to small business by reviewing their: credit score, cash flow, collateral, business plan, business financials, tax returns and purpose of loan.
• Adheres to Community Ventures underwriting process.
• Advocates for client during loan review and approval process.
• Provide post-loan technical assistance to clients and continue to support them on a consistent basis.

Louisville, Kentucky, United States

• Develop sales strategies to procure sufficient number of referrals and other self-generated leads to meet sales targets through active participation in community events and targeted community outreach to group.
• Schedule individual meetings and group presentations from assigned/self-generated leads.
• Enroll eligible individuals in Molina Medicare products accurately and thoroughly complete and submit required enrollment documentation, consistent with Medicare requirements and enrollment guidelines. Assist the.
• Ensure Medicare beneficiaries accurately understand the product choices available to them, the enrollment process (eligibility requirements, Medicare review/approval of their enrollment application, timing of ID card.
• Track all marketing and sales activities, as well as update and maintain sales prospects daily, weekly and monthly results in SalesForce.com.

• Review and evaluate medical claims from different health insurers and determine which ones are related to motor vehicle accidents, medical malpractice, slip and falls and any other incident related to the subrogation.
• Take incoming calls from members, attorneys, insurance adjusters, anyone that has questions for the company and provide excellent customer service by answering any questions or resolving any issues or concerns.
• Negotiate settlements with insurance companies, attorneys and members to satisfy everyone’s lien/ settlement requirements.
• Review contract language, case laws, state laws and federal laws and apply in settlement negotiations. Provide supporting legal documentation when necessary.
• Document all calls and interaction with any party involved in the subrogation claim.
• Provide support for analyst not in the office by completing various tasks within their subrogation claim.

Louisville, Kentucky

• Assess the claimant's initial allegations and send the proper paperwork based on those allegations.
• Using a government computer system and specific government programs I will request medical records from medical facilities listed on the disability application.
• Based on the claimant's allegations I send specific paperwork to the claimant's listed address for the claimant to fill out and send back. I go over the paperwork with the claimant via telephone and help them with the.
• I singlehandedly review all medical records and paperwork in regards to the disability claim. I bookmark specific information such as: MRIs, Physical Exams, CT Scans, ECHO testing, Cancer screenings and any other.
• Once all the proper information has been gathered I send it to a Doctor who reviews the information and makes an assessment based on that information.
• I follow specific Kentucky Social Security procedures and guidelines when making a determination on the claim which sometimes includes: Calling the claimant for detailed work history information, conducting an over the.

Louisville, Kentucky Area

• Business to business sales position selling supplemental group products such as: Group Life Insurance, Group Accident Insurance, Hospital Indemnity plans and many other supplemental insurance products, I was going door.
• Would conduct sales presentations with small to medium sized business owners and discuss Colonial Life's products and which one is the best fit for their business and employees. Plans were devised on a strictly needs.
• Once a deal was agreed upon I would schedule and conduct a group presentation with the company's employees and discuss their new benefits. I then would sit one on one which each employee who is interested and enroll.
• Would also communicate changes in the companies health insurance plans and would enroll and educate any other products agreed on by me and the business owner

Ft. Wayne, IN

• Review paperwork, cross reference documents, data entry of ammunition statistics, access to data browser to perform issue, receipt, shipment, turn-in and maintenance transfer of ammunition, type reports and do whatever.

Cincinnati Area, KY

• Drive daily additional revenue by using different sales techniques to sell optional protection products, upgrades and other products such as satellite radio and prepay fuel.
• Provide excellent customer service while maintaining a professional business image.
• Obtain Corporate Leads for business accounts by networking with customers
• Communicate with different Insurance companies to make sure direct billing is correct.
• Work as a team with other Management Trainees, Assistant Managers and Branch Managers to solve daily problems.

Cincinnati, OH

• Support my broker’s account by: calling trucks on the road, create load orders in the TQL Load Manager, and deal with driver disputes such as pay, directions, questions, etc.
• Screen inbound calls, maintain a prospecting list of 40 and currently averaging 400 calls a week to prospects to build my book of business, set up 2 customers by week 16 of training 6 weeks before “proving ground”.

Ft. Wayne, IN

• Contact high school coaches and connect recruits with head coach
• Basic clerical work such as: filing paperwork, answering questions when head coach isn’t in the office, forwarding emails and helping the head coach to remain organized

Ft. Wayne, IN

• Basic kitchen duties: wash dishes, prepare food, serve food, and clean up cafeteria/kitchen.
• Occasionally worked catering events where I would be a waiter and would prepare the area for guests, serve them food and provide great customer service.

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Bachelor Of Business Administration (Bba), Sports Management, Senior

Activities and Societies: Member of track and field team 2011-2014.