• Generate rate illustrations and enrollment materials across multiple systems• Manage activity database to reflect accurate status of case activity• Maintain communication with all business partners throughout the rating process• Support external and internal business partners with any process needs or questions• Build and maintain partner relationships within all related business areas

• Process financial transactions within established processing standards while adhering to Sarbanes Oxley guidelines• Research and reconcile department suspense accounts through daily monitoring • Independently provide customer satisfaction by responding to individual customer inquiries and requests• Present all communications in a professional manner and document all pertinent client information• Assist other departments and employees with the set up of new direct-billed risks maintaining communications with all parties to ensure successful implementation• Personally handled policy administration for former Unum employees maintaining their confidentiality