Gary Kappel Email and Phone Number

Researched company records to determine eligible beneficiary benefits and payee information.Conducted review of the outstanding claim reports.Provided policy information and benefits to clients including attorneys, registered representatives, funeral homes and family members.Provided same day service returning customer calls improving service level agreements.Sent out correspondence on pending claims.Partnered with other departments to develop an expedited claim process for death of policy owners. Managed the incoming paper work, i.e. death certificates, claimant statements, foreign death questionnaires.Researched policies no longer on the system to determine if claim has outstanding payees. Received incoming calls on ACD line fielding questions on variable annuity products, old fixed products and retirement plans.Processed fund transfers.Received requests for withdrawals, surrenders, loans.Trained new employees in the unit.Updated manuals and created training presentations, and performed classroom training.Mentored new hires. Responded to escalated issues.Researched and corrected 1099Rs and 5498s.Assisted supervisors in closing call center in the evenings.