David Murphy Email & Phone Number

Hamilton, Ma, Us

Waltham, Massachusetts

Waltham, Ma

Responsible for ownership of processing new business cases from inception to policy in-force status and guiding clients through the entire process.Review and analyze all initial application forms/data to determine if application is complete.Second level investigatory review of files for compliance within managing requirements and issuing policies to client and agents.Initiation of policy transfers externally and working closely with agents and managers outside of the firm. Responsible for term and universal life approvals and issue pay transactions generating appropriate refunds when necessary.

Boston, Ma

Organized and Updated case files in a timely manner to ensure policies were in compliance.Facilitated communication and collaboration between internal departments and sales to improve the client experience.Analyzed changes in underwriting guidelines, reconciled and documented any outstanding pre-requisites in the CRM database.Interpreted policy pre-requisites and requirements to assist agents in obtaining all necessary documentation.Deep understanding of underwriting guidelines to advise when requirements could be waived and anticipate how policy changeswould affect the clients’ benefits.Prioritized clients’ requests from the phone log, email queue and personal case load to ensure each was addressed and documentedboth quickly and accurately.Managed and Computed quarterly /interim premiums and policy changes on both existing policies and new business.

Acted as intermediary with constant communications from all sides of policy changes.Aided in sales efforts to increase policies sold through careful evaluation of data forms.Determined the validity of forms input into a data system, and detected any missing documentation needed for compliance.Analyzed documents for user errors during data entry.Communicated database results to foreign and domestic case managers to efficiently process client requests.Generated correspondence to third parties to ensure all missing information was retrieved, and complied to ensure the success ofclients’ applications.Participated in mentoring and training program for new hires.

Fielded calls and emails from users at various technical levels to assist and troubleshoot any issues with the website.Processed purchase orders from booksellers and college professors.Collaborated with sales team to determine client requirements and specifications.Supported and guided clients through a custom designed product order via the website.Gained intimate knowledge of a web based sales and data base application used to support the creation and billing of an omnibus.

Managed incoming calls and took ownership of all client issues. Addressed general client questions on existing policies as well as matching them to a potential policyCollaborated with clients to distribute payments from accrued dividends or complete payouts on life insurance policies. Complied necessary paperwork needed to reconcile clients file or execute a disbursement. Maintained a strong balance of compassion and professionalism while dealing with sensitive client issues such as death in the family or change in family structure.

Bachelor Of Arts (B.A.), English Language And Literature, General

Education record