Sue Conwell Email & Phone Number

Chicago, IL, US

Chicago, IL

• Developed paperless system in the Brokerage, eliminating the need for files, filing cabinets, paper, saving time, space and money on supplies
• Created policies and procedures for Case Management, including, but not limited to: memos generated to Brokers with case status, standards for communication to Brokers, expectations for vendors, case managers, and.
• Served as liaison between fifty Independent Brokers in Illinois and fifteen insurance companies
• Managed each case from application to issue to placement of coverage. Average case load under 30 cases, average face amount 1,000,000, typically for term insurance
• Shopped informal life cases and Quick Quoted with 15 carriers
• Used various online systems to order medical requirements (parameds, labs, Attending Physician Statements, telephone interviews)

Chicago, Illinois, United States

Chicago, IL

• Served as liaison between three hundred Independent Brokers across five states and thirty life insurance companies
• Managed each case from application to issue to placement of coverage. Average Case load of 80 – 100 cases, average face amount 10,000,000, typically for UL, SUL or WL coverage
• Shopped informal life cases with 30 Carriers, Used X-Rae to obtain general underwriting opinion as needed, negotiated underwriting offers on formal and informal cases
• Used various online systems to order medical requirements (parameds, labs, Attending Physician Statements, telephone interviews)
• Proficient in UConnect, Agency Works, iPipeline, AppNav, vendor websites and carrier websites
• Handled all responsibilities of the Receptionist, fellow Case Manager(s) or Office Manager in their absence

Chicago, IL

• Provided customer support to customers, sales representatives and various internal departments to resolve any questions, problems, or issues
• Served as liaison between customers and technical services department
• Served as enrollment manager for new membership requests
• Processed membership requests (new members, changes, cancellations) in Lotus Notes (internal database)
• Answered customer inquiries via telephone and email as needed
• Created new standard operating procedures for file retention and creation of new files, eliminating the need for 3 full time employees

Greater Chicago Area

• Served as liaison between two hundred outside agents and fifty insurance companies
• Administrative Assistant to team of seven agents
• Serviced existing clients, quoted potential clients
• Created filing and tracking system
• Created procedure for audits on daily transactions
• Tracked, transacted, and reported all commissions received

Greater Chicago Area

• Created new filing system, also created audit system to maintain files up to date.
• Demonstrated organizational, supervisory, and mentoring skills in overseeing the activities of six employees
• Conducted performance appraisals
• Served as liaison between twenty-five Insurance Companies and 150 Insurance Agents
• Reported all new life and health insurance sold on a weekly, monthly, quarterly, semi-annual, and annual basis
• Tracked, transacted, and reported all commissions received

Master Of Arts, Clinical Psychology

Bachelor Of Arts, Psychology

Education record

Education record

Education record