Patrick Wilkinson Email & Phone Number

Responsible for pre-sale and post-sale contract analysis and production documentation for group Disability and Group Life Products. Using available resources to provide thorough analysis of moderate customer issues and to recommend solutions.

Processed life benefits claims in a timely and accurate manner while working closely with clients, brokers and lawyers•Worked closely with companies legal team to verify fraud, change of beneficiary and change of Trusts•Processed checks, tax forms, stopped and re-issued checks and sent correspondence to clients updating them on the status of their claims.•Researched and investigated claims through internal and external databases to verify if paperwork needed to be sent out to beneficiary•Worked closely with multiple departments, (Call Center, Correspondence/Complaints Team, Elite Services, and Presale) in order to streamline claims process.•Ensured that all work was completed within agreed timeframe and that all tasks were performed and maintained in regulatory requirements.•Escalated issues to management when needed (Fraud, exceptions)•Assisted in special projects assignments related to the payment of claim services, functions and objectives.

Administered contracts, process agency and individual appointments, terminations and renewals with state insurance departments for Wausau and Liberty Mutual business units.•Requested state licenses directly from agents and brokers. Requested new or renew existing licenses for Wausau Signature Agency.•Reviewed and interpreted state Insurance department statutes and regulations regarding property and casualty licenses/appointments to ensure compliance.•Ensured the appropriate licensees are notified of license/appointment changes as directed by state insurance department.•Maintained agency and individual databases with current information for contracts and appointments.•Worked with Territory Managers, Underwriters and Underwriting Assistants from various Liberty Mutual business underwriting units to resolve compliance issues for pending policy submissions.•Conducted criminal and background check for Individuals and agencies.•Established and maintained a good client relationship with agencies and brokers in assigned territory.•Responsible for issuing and administering contracts for new agencies and mergers.

Registered business on administrative tracking system, reviewed paperwork for completeness, ordered medical requirements, followed up with vendors and distribution partners to obtain missing paperwork or medical requirements, issued business on administrative system.•Conducted the issuance of policies, producing policy pages, producing amendments, activation policies, processing post issue requirement documents, re-issued policy changes, responded to field inquiries, binding, collated and produced LTC policies and interacted with other new business teams while supporting a multi channel distribution sales force for LTC Insurance.

Responsible for the receipt, identification, and assignment of Insurance Licensing related correspondence for key company product lines for a staff of approximately 30 processors.•Worked with Underwriting Department to research and resolve new business policy and renewal issues.•Responsible for resolving daily licensing discrepancies and issuing contracts for both agents and agencies.•Created licensing reports for sales managers and agencies.•Insured accounts were opened, transferred and redeemed within company and industry guidelines.

Provided support to the Brokerage New Business Case Managers, Underwriters, and Firms.•Assisted in facilitation of the New Business process, ensuring efficiencies and quick and accurate turn around times.•Entered new cases onto tracking system, performed licensing checks, maintained reports and prepared file for Underwriting.

Responsible for ensuring client and broker/dealer satisfaction with company products and services through the timely and accurate processing of annuity transactions. •Reviewed and completed annuity transactions. This included: new applications, pending applications, group investments, transfers and rollover checks, disbursements and/or licensing and appointment transactions.•Reviewed, researched and completed all written maintenance requests, by writing or by telephoning the client or agents.

Master’S Degree, Business

Bachelor Of Science, Business Administration; Marketing