Shatea Rodman Email & Phone Number

Jacksonville, Florida

I directly interfaces with our agent and broker partners, enrollment technology platforms, and works internally with our new business and technology teams to implement new case setups and service existing cases. I create, documents and communicate account status. Effectively coordinates resources monitors progress and intervenes as necessary to ensure the quality, schedule, and other requirements are met. I use my industry knowledge, expertise, and organizational skills to ensure all account activities are completed accurately and in a timely manner to provide cases with the best experience possible.*Coordinate and collaborate with cross-functional teams to ensure completion of all tasks associated with management of accounts including implementation, ongoing service and issue resolution.*Partner with AB sales representative to provide thorough customer updates, broker feedback and other pertinent action items that impact sales effectiveness.*Help support sales team through the coordination of marketing supplies*Apply critical thinking skills to determine when to use the Escalation Process or when an exception is needed*Successfully transition cases between implementation and service team*Develop and execute case implementations

Jacksonville, Florida

The Account Installation Unit provides effective risk management in support of our corporate goals by evaluating, coordinating and approving the setup of the employer account and policy administration systems. This is done by reviewing participation and underwriting requirements at the employer and employee levels for both the Group Voluntary and Ordinary products for new and existing accounts.The Senior Associate is responsible for the initial payroll billing setup and the underwriting of new and existing voluntary employer accounts. Includes review of account level documents to ensure accurate and proper setup of billing and underwriting systems and continued review through the first bill cycle all while providing outstanding customer service via telephone, email and letter. Key Responsibilities:•Analyze and review new account documentation for accuracy and completion and determine account acceptance based upon participation or approval by Senior Management •Evaluates and reviews documentation for New and Existing Group Voluntary Accounts to ensure information provided is complete and meet the basic underwriting requirements. Communicates and takes necessary action if documentation is not complete•Communicates final decision to release or deny coverage based on pre-set requirements•Coordinate and complete initial billing verification call with the Employer group•Assist Employer group with registration process of the Online Billing system•Communicates discrepancies and carefully documents concerns with the Home Office employees, Agents or Employers•Releases accounts within pre-defined authority amounts as determined by Senior Management•Assist Employer group with any billing related service requests through the first bill cycle•Responsible for responding promptly to customer inquiries via telephone, letter, or e-mail

• Proofreading applications for accuracy• Correcting errors and making changes per corrected applications and Jr and Sr Underwriters approval• Processing and issuing work from an excel stale sheet• Processing workplace choice applications submitted electronically and fed automatically into our Life 70 processing system• Maneuvering through multiple windows on the computer to verify the information was entered into the system correcting• Adding endorsements, amendments, and message trailers at the time of issue in Life 70 (Extra)• Programs used: Life 70 (Extra), AWD (Production), App Entry, Launch Pad, Metaviewer, • Trained new employees/temps to do quality for 1 ½ years, now a back up trainer• Research and issue applications that have errors and/or time sensitive.• Crossed Trained in Agent Error, NB Set Up, PHC/PCU, and NB Support Services

• Cross sale products to members that they might benefit from• Going out into the community and to events telling people about what we offer and incentives that they could be given once they joined. • Ensured that my cash drawer balanced at the beginning and end of each business day• Performed daily transactions such as deposits, withdrawals, payments, & cash advances• Verified the vault at the open and close of each business day• Verify the automatic teller machine and complete that daily paperwork• Trained new employees to do their task at hand• Supervised tellers and helped them to achieve their goals• Research any out of balances that they might have and any other discrepancies• Prepare their weekly schedules and conduct meetings

•Stocked, rotated, and check expiration dates on products•Greet customers and asked for proper identification when entering and checking out•Verified loans that each cashier borrowed when they started their work shift•Verified tills at the end of the night to ensure each teller balanced by checking their debits, credits, checks, and cash with their balancing paperwork•Took payments from customers for returned checks and refunded payments for returned items

Associate'S Degree, Business Administration And Management, General

High School Diploma

Activities and Societies: Pink Ice, Leadership, Senior Women

Education record

Activities and Societies: Dance team

High School Diploma

Activities and Societies: Dance Team, Multicultural Club