Sam George Email and Phone Number

Responsible for the timely, accurate processing of new business, renewals and mid-term adjustments to establish and maintain strong, collaborative relationships with clients, brokers and other Aetna departments and communicate effectively to internal and external constituents. Maintain accurate customer records according to department policies, and process new individual application/group policies, generate invoices and prepare/audit renewal notices before sending out to clients.Key… Show more Responsible for the timely, accurate processing of new business, renewals and mid-term adjustments to establish and maintain strong, collaborative relationships with clients, brokers and other Aetna departments and communicate effectively to internal and external constituents. Maintain accurate customer records according to department policies, and process new individual application/group policies, generate invoices and prepare/audit renewal notices before sending out to clients.Key AchievementsAdherence to Best Practice Process, Service Standards and all relevant statutory or regulatory requirements ensured legislation and compliance with regard to plan sponsor and/or member activity (FSA TCF and market specific requirements)Maintained case tracking tools to meet constituent and business goalsResponded to customer queries on product information, benefit criteria, member enrollments and communicated effectively with internal/external constituents to meet expectations.Screened Client against Anti-Money Laundering (AML) & Counter-Terrorist Financing (CTF) Performed quality checks on processed policies as part of an Audit Team Show less