Julia Smith Email & Phone Number

Remote

• Serve as the first point of contact for high risk cases and individuals in distress
• Provide support to clients seeking high-quality outpatient mental healthcare, primarily via phone and chat
• Salesforce, Zendesk, Confluence, GSuite
• Conduct needs assessments, as well as answer benefit, product, billing, and technical questions
• Prioritize client safety and wellbeing by recognizing potential safety concerns and escalate to ensure clients received an appropriate level of support
• Provide support to diagnose technical troubleshooting problems, as well as guide users through solutions to ensure their devices or systems function correctly.

Atlanta, GA

• Processed, reviewed, and updated a high volume of policyholder records such as new applications, reinstatements, and added car applications.
• Provided support to Underwriters in making informed decisions, maintaining accurate records, communicating with clients, and ensuring compliance with company policies and regulations.
• Determined whether clients qualify for insurance policies, products, or other financial services.
• Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.

Greater Atlanta Area

• Manually input data from applications for Medicare Supplement, Cancer Care, Life, and other products offered, into the USSI/FastTrack system for processing.
• Evaluate new applications for errors, completeness, and compliance of state regulations.
• Review and determine risk factors, approve, decline, or modify coverage, and indicate special endorsements, amendments, waivers, etc. needed for applicants.
• Communicate effectively with agents, clients, and other departments within the company to address and resolve any questions or concerns regarding the Underwriting process.
• Balance and print reports on any cash received with applications. Apply checks and credit card payments for initial premiums, and process refunds to clients if applicable.
• Assisted the Accounting department with Supplemental State Filings, as well as the Claims department with insurance claim payouts.

Atlanta, GA

• Worked in a call center environment, receiving 100+ calls per day, initiating claims and servicing nationally recognized insurance carriers and third-party administrators.
• Input claim information in the appropriate systems, depending on which company the customer is calling for.
• Performed policy coverage searches to determine claim filing eligibility and process based on standard and or customized policy instructions.
• Worked closely with claims adjusters to analyze claim activity and report claim statuses to clients.
• Demonstrates ability to converse with varying client personalities to collect pertinent details to determine the viability of their claims.

Athens, Georgia Area

Assisted customers with routine requests regarding their bank accounts, loans, and other bank products and services; as well as offer other services that seemed fit to meet their needs. Addressed concerns related to account discrepancies, transactions, statements, debit/credit cards, etc. Open customer accounts by recording account information and maintain.