Danielle Moretti Email & Phone Number

Stamford, Connecticut

Stamford, Connecticut

White Plains, Ny

Secure and analyze claim information to make and approve disability decisions and payments on disability claims. Develop, apply and approve appropriate claim and disability management strategies to ensure prompt and accurate payment and liability management of disability claims. Provide responsive and caring customer service to claimants, policyholders, and other internal and external customers; participate actively and effectively in team/department projects and issues.

Researches complex participant benefit issues and formulates resolutions/recommendations by analyzing fact patterns and applying plan provisions and best practices. Provides resolution in accordance with due dates and documents processes. Manually performs benefit processes and complex calculations that are not automated, requiring plan knowledge, analysis, and interpretation. Promoted after 2 years, and trains and mentors new hires.

responsible for resolving complex participant issues including conducting research, analyzing plan provisions and translating provisions to the ongoing processing environment. The BOA resolves system edit issues and performs some manual calculations/processes that are not automated. The BOA creates ad hoc reports in support of client and participant service delivery functions.

Purchase, Ny

Worked with customers on a daily basis, meeting their banking needs and either answering or referring their financial questions to the appropriate supervisory individuals. Accepted and processed customer daily transactions, responding timely to all customer inquiries. Responsibilities include managing petty cash, maintaining and balancing cash drawer and vault, monitoring ATM and establishing and updating member accounts, payroll deductions, audio response pins, overdrafts daily, and set up for on-line banking.

Marketing of banking service products, Promotion of seminars, investment classes and open houses, Direct mail campaigns, Scheduling appointments, Basic office administrative functions. Begin the Study for Success program for Series 7, Series 66, and Insurance Licenses.

Bachelor'S Degree, Finance

Associate'S Degree, Business Administration, Management And Operations