• Receive In bound calls from clinician office• Fax documentation to clinician office• Link documentation in OnBase• Collaborate with Team Lead, coworkers, to ensure needs are met with outstanding service levels.• Identify trends and communicate results to immediate Manager.

Manage high speed imaging equipment and processed 275 files daily. Created new odometer tags for lease contracts. Responsible for SQL process and daily work condition which included tracking carryover from previous evening. Responsible for validating images in Citrix.

Entered 37 to 64 quotes/ orders into Register One system from daily Lotus Notes inquires. Maintained a good relationship and communicated with Sales Reps and Junior/Senior researcher when quotes/orders were completed as well as following up on special orders and emails in a timely manner.Responsible for inputting daily sales report for department manager.Consistently meet established productivity and quality standards.

Created 10-40 barcode labels and folders for Clinical Clerical Initial cases for MSA review monthly.Handled Clinical Clerical source documents by scanning into the system, confirming correspondence via fax and keep them updated.Pulled 40-550 case for Medical Assistant Analyst for review weekly.Prepared fax cover sheet for Medical documentation for Oncology, Renal, HUMIRA, ALCON and Solvay.Communicated to MSA fax conformation was received in AEGIS Communication Screen.Deleted and rescan Clinical Clerical source documents into DMO.

Placed insurance policies on direct bill (monthly, quarterly, semiannual or annual).Contacted customer when premiums are due via written correspondence and updated system when premiums are due for future reference.

Data entry of personal life insurance application information into computer systems using Cyberlife, Image and Workflow and Automated Workflow & Distribution (AWD) software. Trained on Annuity job functions including quality assurance and indexing documents. Tour guides of the data collection process for various guests and field agents. Partnered with the new business team by assuming the unmatched mail process. Declined new business life insurance policies due to lack of requirements not received within the 60 day guidelines. Reviewed and processed structured settlement claims for underwriters. Assisted coworker to process MIB (Medical Information Bureau) request from underwriters. Completed the Input folder wherein requests came from different departments and agents in the field which assisted them with their time service. Assigned the role as go-to for data collection when management was out of office. Monitored agent emails and phone calls to respond to their request in an effort to provide personalized customer service. Recipient of the Bravo and Big Thanks award in 2005.

Completed ALSC Rescan/Index Repair folder which involved rescanning, deletion and importing one document from on policy number to another within an average of 12 hours rather than the 24 hour standard. Supported manager in validating scanned work that was imaged into the Image and Workflow system. Assisted management in monitoring quality measurements and daily workflow. Created an Image Service Team Concern folder, which helped solve differences between first and second shift employees. Reported monthly status to the managers.Established job aides for the new business process in the Image Document Service Team. Took on role of trainer and quality spot checker for my team. Scheduled appointments to help 20 co-workers succeed with their process and quality on a weekly basis. Helped develop and implement plans/strategies for the mail migration to Nebraska. Visited Nebraska facility with training coordinators to train Nebraska employees on new business process. Created my role as an Image and Workflow Specialist and excelled at its development in 2001. Served as a representative on both the Recognition committee and Fall Promotion committee in 2001. Receive the 2002 Extramile Award. Participated in a bi-monthly conference call with Lincoln Benefit Life and Annuity Service Center to share workflow concerns and solutions. Started the Image Service Team newsletter with the help of a co-worker in 2002.

Open, sort and assign policy number to life insurance applications which achieved 1.8 days in time service exceeding requirements. Quality assurance and indexing of company documents. Assisted peers, leadership team and Kelly Service Temps with workflow questions, projects and training. Developed several job aids within the new Image and Service Team in 2000. Developed several new tracking devises and time saving methods for LMO (Life Mobile Office), which have decreased agent process time service by 1 business day. Assisted manager with daily work condition which included tracking carryover for previous evening and how much mail received each day. Report was submitted to department coordinator for review each morning by 8:00 A.M.

Received, open, alpha search underwriter mail. Processed an average of 2200 pieces of mail with a quality of 105%. Maintained underwriter files to insure completion of underwriting process within 3 day turnaround time. On average, processed 200-400 files per month with a quality rating of 98%. Searched and retrieve files for department use. Investigated and located missing files, life insurance applications, mail and faxes. Reported MIB (Medical Information Bureau) codes for underwriting. Reviewed all APS (Attending Physician Statement) to ensure appropriate medical record was ordered from correct facility. Once reviewed, APS filed for underwriter to assess by 11:00am. Team converted to from Atlas to Cyberlife in 1999.