Janet C. Email & Phone Number

Farmington, Connecticut, United States

Windsor, Ct

Performed duties that enhance the productivity and efficiency of the Policy Services Department, specifically new business processing and operational duties connected with client maintnance. Responded to verbal and written requests from policy owners and agents.A. Process New Business 1. Performed new business entry and provided appropriate notifications to Underwriting Department, Agencies, and Insureds on issues relating to completeness of applications, agency or product conflicts, underwriting inconsistencies, and system limitations. 2. Provided back up for quality assessments of new business policies.B. Provided Policy Service Operational Support 1. Received and distributed departmental mail and reports. 2. Processed USPS directed address changes. 3. Processed policy owner requests within stated standard time. Requests may include, but are not limited to, address changes, beneficiary changes, ownership changes, additional deposits, etc. 4. Complied with Company procedures for proper handling of all documents and files. 5. Assisted with scanning of new business and other documents as needed to appropriate individuals

Farmington

Provide assistance in researching and resolving problem cases as requested by the department manager; communication of trends/quality as needed.Perform the Data Entry Quality Control daily; participate in SOX control processes for audit purposes, coordinate communications regarding quality issues/trends across departments.Provide assistance with the training of new employees. Serve as a reference for departmental procedure related questions.Daily production of work as needed.Provide assistance in the department manager's absence to include but not limited to the following:Completeing daily metrics for the Team for Sr Management reporting purposes.Allocate RUSH requests from various departments.Assignment of work items to the team as needed.Respond to and work with Senior Management on various requests as needed.Contact person for both internal and external customers regarding department related issues.Attend meetings and provide feedback.Work with other departments with regards to resource sharing to meet the business needs.

Screen formal applications for errors and omissions in prepartion for underwriting review.Validate Licensing and appointment of writing agent and brokerage general agency for formal wholesale applications.Create Licensing request for wholesale applications via the New Business database if necessary working directly with the Licensing Team.Data enter application information for formal applications into the New Business database as well as the Life Underwriting System (LUS) within our Service level agreement guidelines.Communication with the Brokerage General Agency in regards to omissions and errors on application.Meeting expected Service level agreements and following up accordingly.Responsible for handling the processing of high priority/time sensitive business.Serve as a mentor for new employees providing additional training and guidance when necessary.Meets or exceeds department established standard of transactions input into the Life Data Entry system (LDE).Assist with various inter-departmental projects where needed to include but not limited to Licensing and Contracting, Document Management and Case Management.