Jonathan D. Email & Phone Number

Boston, MA, US

• Initiate and manage all amendment requests from customer-facing colleagues.
• Maintain full accountability for the amendment process, ensuring timely and accurate task completion.
• Provide proactive and reactive communication to field and internal partners, ensuring adherence to timelines.
• Gather necessary information to complete amendment requests, interpreting amendments, identifying required data, and ensuring data accuracy.
• Assess and approve risks within established underwriting guidelines or collaborate with underwriters for risk-related approvals.
• Identify and manage downstream impacts of amendments on systems, engaging appropriate parties for manual changes if needed.

Canton, Massachusetts, United States

• Customized and configured Sage Intact modules to meet client-specific needs, including general ledger, accounts payable, accounts receivable, and cash management.
• Developed and delivered financial reports and dashboards, enabling informed decision making.
• Facilitated seamless software adoption through extensive training and support.
• Managed project timelines efficiently, ensuring projects were completed on time and within scope.
• Maintained transparent client communication, contributing to project success.

• Responsible for the accurate and timely implementation of new clients to Sun Life administrative platforms, policies, and procedures.
• Responsible for the Implementation of Maxwell Health SaaS product.
• Responsible for accurately updating all sold case plan design, rates, and Member information into the QPS system of record. This data feeds downstream to accurately generate bills contracts, and claims systems.
• Served as the main point of contact during the implementation process and consult with clients and brokers to determine appropriate sold case materials and facilitate the accurate completion of sold case paperwork.
• Analyzed submission materials for accuracy and completeness while independently solve issues raised about sold case plan design and structure by consulting with the broker, client, and underwriter.
• Reviewed cases against underwriting guidelines to identify any risk issues associated with final plan design, and consult with underwriting to negotiate final risk approval.

• Quoted group insurance benefits for prospective clients while working closely with brokers and sales representatives to complete quotes and sold case requirements.
• Analyzed proposals requested alongside prior carrier documents for multiline benefits such as Basic Life, Voluntary Life, Short Term Disability, Long Term Disability, Statutory Disability, Dental, Vision, and.
• Worked closely with underwriting to assess risk and review manual rates.
• Facilitated department meetings to generate different continuous improvement ideas that involved current processes or web application improvements.

• Supported and took ownership of member inquiries and requests about disability benefits, policies, and claims through inbound telephone calls and e-mail.
• Identified trends based on customer feedback or self-observations to drive an enhanced customer experience.
• Managed stressful and difficult situations with composed behavior demonstrating empathy and understanding.
• Demonstrated aptitude in problem-solving and conflict resolution.

• Oversee daily operations of a “C” volume Sprint retail store
• Provide daily feedback and coaching to improve individual and store performance
• Inventory management; responsibilities include accounting for product that store has for acceptable shrink/overage levels
• Motivate sales team to meet or exceed key performance objectives that include service and repair metrics, sales and customer satisfaction goals and store compliance/audits
• Report discrepancies between physical counts and computer records