Daniel K. Email & Phone Number

De Pere, WI, US

Evaluate enrollment materials and detailed medical records to determine underwriting actionsReview final rates, benefit options and underwriting requirements before group installationEnroll new groups and members on different carrier’s online systemsCorrespond with agents throughout group install process to ensure timely and accurate completion

Books dealer loan contracts, inputs the final information from the dealer, anduploads loans using Capital Credit Union computer systemsDisburses contract funds and processes dealer feesCommunicates with dealers to resolve their concerns, including, but not limited to problems with contracts, documentation, and vehicle title questionsOpens accounts for new.

Used Humana systems to issue insurance for groups in a timely and accurate mannerCoordinated with Humana sales team to resolve enrollment discrepancies and complete group enrollment processCorresponded daily with agents to approve rates and verify enrollment informationUtilized various programs to process agent commission requests and ensure their.

Green Bay, Wisconsin Area

Completed commercial group quotes via telephone and emailAccurately data entered health insurance information from employer applicationsProvided reports to quoting team that identified and informed on business growth trendsProvided online guidance and instruction regarding agency management system. Demonstrated use of system to agents

Spanish Studies

Enrolled in online Spanish classes at Fox Valley Technical College. Expected to obtain certificate of completion August 2024

Bachelor Of Science (B.S.), Major: Economics Minor: Business Administration

Introduction to Management,Introduction to Business Statistics, College Writing, Personal Financial Planning, Marketing Awarded University.

Education record