Mary Mcclelland (Hughes) Email & Phone Number

Zionsville, Indiana, United States

Contract management lifecycle for fixed, fixed indexed and variable annuity applications, accurately within service level agreements (SLA). Skilled in Microsoft Office Suite, Salesforce, System Analysis Program (SAP), 1035YellowPages, multiple internal and external programs and systems. Learning, retaining, and updating knowledge on a wide variety of financial product information, internal process and procedure, adhere to strict financial industry rules and regulations while mentoring others. Support and assist with special projects across other departments, divisions.Engage in discussions and offer suggestions to enhance procedure and system automation to improve the client experience, increase efficiency and productivity while supporting individual, department and company goals.

Indianapolis, Indiana, United States

Review first notice of loss to determine benefit and prepare appropriate documents for life, living benefit, and disability claims.Analyze and review information for accuracy, completeness, eligibility according to policy provisions and service levels.Prepare and maintain reports and records for processing.Review statements, reports and records to determine if a claim is approved or denied.Correspond with stakeholders regarding claims to determine if an investigation is needed and initiate or coordinate an investigation.Report suspicious or potential fraud concerns per the company guidelines. Cross-training new employees, internal team members and other departments.Content creator, video content related to process and procedure. Report suspicious activity or fraud concerns per the company guidelines.

Indianapolis, Indiana Area

Project Manager of Fair Market Value Statements and I.R.S. form 5498 including, system testing, data verification, mail merge, mailing, return mail, corrections, and duplicates. Tax reporting: 1099-INT, 1099-R, 1099-MISC, 5498, 5500, B-notice and withholding notifications, including, system testing, data verification, mail merge, mailing, return mail, corrections, and duplicates. Contract management of the full lifecycle of fixed annuity contracts and qualified retirement plans, accurately within service level standards while utilizing Microsoft Office Suite, Wealth Management Accelerator (WMA), System Analysis Program (SAP), accounting, suspense report management and balancing, LexisNexis Accurint, ImageRight, AS/400, Online Account Manager for clients and agents, multiple internal and external programs and systems. Collaboration in fit-gap testing and analysis for system replacement and upgrade to determine where gaps in functionality existed when comparing business operation requirements to system capabilities. Provide prompt accurate service to clients, agents, marketing associates, plan administrators, stakeholders and other authorized parties. Special projects, such as enhancements and upgrades to the online account manager for clients and agents, imageright client record.

Indianapolis, Indiana Area

Insurance Verification for workers compensation, Veterans Administration, and Medicaid for treatment, and durable medical equipment. SchedulingCommunicating with Employers, Physicians, Rehabilitation Nurses, and Insurance Adjuster's.Record daily statistics for the Insurance Department. Managed Care Provider for verification and troubleshooting inconsistencies. Scan medical information into electronic medical record (EMR), sort, and file. Claims preparation and mailing.

Indianapolis, Indiana Area

Accounts Receivable, analysis, reporting and applying payments. This included the determination of the patient responsibility and requesting payments received and outstanding balances. Collection of patient balances and forwarding to collections when the default on payment arrangements or failure to pay. Communicate with insurance companies to request formal audits, reviews, reconsideration's and appeals.

Indianapolis, Indiana Area

Assisting patients with eye wear selection and optical lenses. Instructing patients with insertion, removal and core of new contact lenses. Responsible for order entry, verification, inspection, patient notification and dispensing. Other duties included scheduling appointments, insurance verification, billing and filing.

Indianapolis, Indiana Area

Policy Maintenance: PAC (pre-authorized check)/EFT (electronic funds transfer) setup, modification, and deletion; payments

Yakota Air Base, Fussa, Japan

Receiving, sorting and logging, first class, certified, return receipt, and signature required.Signature required mailModifying customer information regarding holds, forwards, return to sender and address changes.

General Studies

Attended

Diploma, General Studies, 9-12

Activities and Societies: Band, Choir and Drama.College preparatory courses.