Fernando Avalos Email & Phone Number

East Providence, RI, US

Cumberland-Foreside, Maine, US

Mckinney, Texas, US

• Ensuring timely and accurate adjudication of Medicare Supplement claims within federal regulatory guidelines and established organizational standards.
• Request additional information needed to process claims from providers and policy holders.
• Credited refunds to policy holders based on daily reconciled reports.
• Assist in the onboarding process for the Liberty National Division.
• Review requests from potential agents seeking appointments.
• Ensure hierarchies are set up properly to ensure accurate commissions payments.

Addison, TX, US

• Provide support to the Annuity Department by keeping track of Annuity applications coming through the company's software.
• Keep in constant communication with the 3 major nationwide insurance companies, National Western Life, National Life Group and Fidelity and Guaranty for any updated requirements and updated forms to serve the agents.
• Keeping track of the annual premiums by exporting Excel sheets from the company's software to meet the
• monthly goals.
• Provide training for new agents on writing their first Annuity application through a Zoom Call
• System on a weekly basis.

• Provide support to the commercial building contracts department by organizing the execution and follow up for pending contracts.
• Provide status updates during contract development.
• Resolve any existing conflicts; Consider potential risks that contract changes and improper logged information may pose to the organization.
• Assign tasks to survey department depending on scope of work.
• Entry of all contracts into the company’s specified system, Mercury.

• Scheduled meetings; Routed incoming calls using a multi-line phone system; Composed correspondence to communicate with interoffice personnel.
• Maintained accurate and organized document filing per retention guidelines, using the highest regard for confidentiality.
• Acted as a liaison with outsourced IT consultant on all technology-related issues, including rapidly responding to staff problems and network outages.
• Coordinated staff meetings and maintained electronic personnel calendars; Answered and directed all calls and emails for the CEO.
• Accurately tracked expenses for CEO by managing credit cards, receipts, bill processing and filing system; Worked closely with the payroll department overseeing benefits, deductions, and additions to the company’s.
• Monitored and ordered office supplies.

Richardson, Texas, US

• Assisted with document control by e-filing legal documents onto online drives for client reference.
• Supported the Accounting and HR departments by managing their archives via Microsoft Access to ensure files are updated and/or erased.
• Ensured incoming public inquiries and staff mail is correctly opened, logged, date stamped, and sorted into categories for distribution to appropriate units and staff.
• Managed the mailroom’s incoming and outgoing mail through USPS, FedEx, Courier Services and Lone Star Overnight.
• Accurately maintained corporate accounts, ensuring cost effectiveness and payments were made in a timely matter.