Eric Meeks Email & Phone Number

Columbus, Georgia

Columbus, Georgia Area

• Automated a Case Cap process to ensure proper production credit was given to BSPs
• Provided executive leadership with Pipeline and Production metrics which gave insight into where the Broker Sales Channel stood from both an actual and potential perspective
• Proactively collaborated with teams to provide automation to compensation and production reports
• Used SQL, Python, and Power Query to provide reallocated YOY growth based on assigned assets

Columbus, Georgia Area

• Performed ad hoc analysis and around customer retention reporting to identify actionable trends to executive leadership
• Architected large SQLite Databases for big datasets
• Performed automation to existing reports in order to streamline the reporting process

Columbus, Georgia Area

• Conducted cost benefit analysis to access and quantify the productivity impact of strategic employee engagement
• Provided weekly YoY metrics of qualifiers and entries to executive Road to Glory team
• Created Random Number Generator in Python to select the winners and alternates for each department

• Researched business rules for each line of Accident business to ensure proper benefits were paid
• Processed Accident Claims through a web-based claims processing system
• Called providers and policyholders to obtain information to process claims needing additional documentation

Columbus, Georgia Area

• Extracted data to initiate the best action plan for non-transitioned FSA accounts
• Collaborated with the back office to delegate assignments to specialist: gave a list of accounts to specialists to research and make phone calls to if needed
• Acted as a liaison between WageWorks and AFLAC for the purpose of communicating with agents and accounts directly

• Providing support to District, Regional, and State Sales Coordinators and agents for account implementation and set up
• Reconciling FSA accounts for both individuals and employers using quantitative mathematical formulas
• Collecting and researching information regarding IRS regulations to ensure accounts and individuals are not at risk of being out of compliance with section 125 guidelines

Columbus, Georgia Area

• Calculated the appropriate tax rate on individual Flexible Spending Accounts (FSA while processing and reviewing claims
• Extracted financial data from the banking system to determine what type of funding indicator the specific account and determined claim payment dates
• Informed accounts and individuals of the benefits and risks associated with having or administering an FSA account

Columbus, Georgia Area

• Researched manuals to determine if applications were submitted in accordance with state insurance requirements
• Analyzed the premiums on individual applications to determine if they were calculated correctly for the specific level and line of business
• Verified agent state licensing information and agent hierarchy for the accounts

Master Of Business Administration (Mba), Business Administration And Management, General

Certified Life And Health Insurance Certificate, Insurance

• Medical terminology • Business Writing • Communications

B.B.A, Finance

Education record

Fellow Life Management Institute 02/2010 Investment Principles and Institutional Investing Accounting and Financial Reporting in Life.