Dirk Mathis Clms Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

United States

Participate in the RFP process for prospective new business by assisting the RFP unit with non-standard requests, clarifying product offerings, and advising of operation impactAssist Underwriting regarding deviations from Best Practices and pricing impactCoordinate with Sales and Distribution to prepare material and meeting agendas for Finalist Presentations; responsible for delivering the Disability, Leave, Life, and ADAAA portion of presentation to Prospects during Finalist meetingsParticipate in the new business implementation by completing line-by-line reviews of customers' Leave, Disability, Life, and ADAAA programs. Establish plan administration processes with customized communication strategies. Create and implement tailored solutions, when neededCreate and maintain custom customer profiles and train claim/leave teams on new businessAct as a liaison between Sales, Operations, and the Customer during issue resolutionCreate and lead training on process and communication to new and in-force customersMaintain excellent relationships with my book of business ranging from 2,500 to 500,000 life customersProduct Champion for the Accommodation Services (ADA/ADAAA) product – responsible for training new consultants on the AS product. Fielding questions from inside and outside the team on the AS product while working closely with the Product Team on our AS offeringMentoring new consultants and perform as a senior resource to all consultants for any questions that may come up in day-to-day workflowParticipate in additional project work as a Sr. Absence Consultant

Charlotte, North Carolina Area

Acquired by Lincoln Financial Group

Acted as an IT resource to shepherd business requests for front line disability/leavemanagement teamsCreated custom tools to assist teams in day-to-day claim/leave operations using Access, Excel and InfoPathAssisted in process improvement initiativesCreated and maintained daily run databases responsible for generating custom reports, automated tasks, and automated email templatesWorked remotely with little to no supervision

Managed a rolling caseload of 100 to 140 disability claimsCoordinated medical peer reviews, independent medical evaluations, and vocational assessments for claim determinationsConducted individual investigations for each claim in a fast-paced work environmentOperated a multi-line phone system and maintained under 24-hour response timeParticipated on extracurricular office teams for recruiting, case studies, and new correspondence program roll-outCompleted workflow evaluations and provided coaching and feedback for under-performing peersManaged a variety of contract types including FI, State Benefits, ASO, ERISA, and non-ERISACoached and mentored new hires