Lisa Rhoads Email & Phone Number

Farmington, Ct

Process all incoming New Business from small groups.Respond and print all incoming emails and faxes from brokersReach out to brokers for missing information on New Applications

Process New Business Applications for Life, Short-Term Disability & Long Term Disability Insurance CoverageInterpret Personal Health Application InformationData Enter Personal Health Application informationUpdate existing applications with Non Medical informationRoute Personal Health Applications to other teamsOBC to Internal & External CustomersNon medical Out Bound Call’s to EmployeesOrder Attending Physician’s Statements when needed.Case Clean up projectsDaily use of PULSE, View, Call Tracker, Lotus Notes, Microsoft Word, & Excel, Case Workflow Sheet.

Processing distributions on a daily basisRollover, Loans Partials, Full WithdrawalsNon Financials

Sort and Scan documents received through Individual AnnuityOperations.Index electronic jobs to various departments within the organization to create a paperless processing environment.Research documents that come in without necessary account information.Call outs to Broker Dealers.Assist within the department when other teams have a backlog of work.Provide support to internal customers on an ongoing basis regarding daily work.Daily logs on excel spreadsheets

Typing of Group checks, Fars, Government, Corp 401K RPS, Fortis, Grace-Commissions, Corp-IIP, Commissions,529 -Commissions, 529 -Prepaid & 529- Savings.Process Stops and Voids on Group & Individual checksReturn Check–Verify status & Update Return Check Log For Group & IndividualGroup Wires-Responsible for forecasting First Approvals, In addition to updating and completing check writerCheck Free- 1099 copies, upon customer requestRelease of Group File on daily basisAch Returns For Applications 379 ,380 & 43Maintain DT-Voucher Log –ExcelTax Corrections-Group & IndividualProofing of Group & Individual checksSurrender clearing reportGroup balancing- excelCheck Copies- I-Vault, CD’s & TapeReversal of Group & Individual checksOFAC manuel check requests for group & individualOmni Plan Set Up, for new group contractsProvide Customer Service SupportProficient in multi tasking, detail oriented, flexible

Sort and Scan documents received through Individual AnnuityOperations.Index electronic jobs to various departments within the organization to create a paperless processing environment.Research documents that come in without necessary account information.Call outs to Broker Dealers.Deposit checks for licensing and commissions, balance, and send e-mails to corporate headquarters and Distributor Services.Assist within the department when other teams have a backlog of work.Provide support to internal customers on an ongoing basis regarding daily work.