- In addition to the below skills, as a Senior Proposal Specialist, I additionally did the following:- Assigned work to myself and to other team colleagues and managed workflow to ensure workloads are balanced while keeping in mind skill level, complexity of the cases, and overall work volume- Conducted full-process training- Performed quality audits and provided feedback as needed- Create and maintain Standard of Work for processes that my team handles as well as updating any… Show more - In addition to the below skills, as a Senior Proposal Specialist, I additionally did the following:- Assigned work to myself and to other team colleagues and managed workflow to ensure workloads are balanced while keeping in mind skill level, complexity of the cases, and overall work volume- Conducted full-process training- Performed quality audits and provided feedback as needed- Create and maintain Standard of Work for processes that my team handles as well as updating any other documents created by the proposal team for use in our responses. Show less

- Provide support to retention, sales, and earnings goals by crafting persuasive proposal responses for potential clients. - Collaborate closely with cross-functional teams, including sales, underwriting, claims, legal, and compliance partners. - Employ a meticulous approach of analyzing each assigned Request for Proposal (RFP) to comprehend prospective client objectives while rapidly identifying their unique needs and customizing accurate proposal responses for questionnaires and… Show more - Provide support to retention, sales, and earnings goals by crafting persuasive proposal responses for potential clients. - Collaborate closely with cross-functional teams, including sales, underwriting, claims, legal, and compliance partners. - Employ a meticulous approach of analyzing each assigned Request for Proposal (RFP) to comprehend prospective client objectives while rapidly identifying their unique needs and customizing accurate proposal responses for questionnaires and forms to meet specific requirements and expectations in proposal responses. - Orchestrate the RFP process, overseeing compliance reviews and obtaining signatures for forms. - Demonstrate a commitment to excellence, ensuring proposals were compliant with instructions and delivered within ambitious deadlines. - Uphold high standards for quality and service throughout the proposal creation and submission process. Show less

- Provide support to retention, sales, and earnings goals by crafting persuasive proposal responses for potential clients. - Collaborate closely with cross-functional teams, including sales, underwriting, claims, legal, and compliance partners. - Employ a meticulous approach of analyzing each assigned Request for Proposal (RFP) to comprehend prospective client objectives while rapidly identifying their unique needs and customizing accurate proposal responses for questionnaires and… Show more - Provide support to retention, sales, and earnings goals by crafting persuasive proposal responses for potential clients. - Collaborate closely with cross-functional teams, including sales, underwriting, claims, legal, and compliance partners. - Employ a meticulous approach of analyzing each assigned Request for Proposal (RFP) to comprehend prospective client objectives while rapidly identifying their unique needs and customizing accurate proposal responses for questionnaires and forms to meet specific requirements and expectations in proposal responses. - Orchestrate the RFP process, overseeing compliance reviews and obtaining signatures for forms. - Demonstrate a commitment to excellence, ensuring proposals were compliant with instructions and delivered within ambitious deadlines. - Uphold high standards for quality and service throughout the proposal creation and submission process. Show less

- In addition to the below skills, as a Senior Life Claims Specialist, I additionally did the following:- Conducted full-process training as well as cross=process training with other teams in our claims organization- Performed quality audits and provided feedback as needed

- Process claims accurately and promptly, evaluating liability and approving/denying payments - Communicate with internal and external stakeholders via various correspondence methods - Maintain precise claim records to facilitate communication with business partners - Contribute to continuous improvement initiatives for greater efficiency and quality

- Managed over 100 Workers Compensation claims, including minor injury claims - Processed incoming mail, medical reports, bills, and other correspondence - Assisted claims examiners with medical management contacts and documentation - Facilitated efficient communication with providers and claimants

- Provided accurate information to brokers, members, and dental offices via phone - Processed orthodontic services, coordination of benefits, and dental claims - Trained new employees and collaborated on tool development for coverage identification

Working with a major mortgage bank, I received and reviewed requests regarding the repurchase process for home mortgages, provided support for repurchases underwriting team by filing and documenting requests from business partners into the proprietary loan system. I gave management ideas on process changes to help speed up the processes for pre-underwriting.