Sue Conwell Email & Phone Number

Chicago, Il, Us

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 Carriers, etc. • 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) • Proficient in PaperClip, Agency Integrator database, iPipeline, iGo, vendor websites and carrier websites • Managed all licensing with all 15 carriers and Brokers• Maintained and ensured accuracy of document library in Word & field diary system for all files in the company database • Generated reports for President/Principal of Brokerage. Created automated reports to generate periodically • Generated illustrations for Life, Disability and Long Term Care Products • Provided trouble shooting and Problem Solving of systems issues • Processed and organize all commissions received • Created reports, stored reports and paid bonus commissions to Brokers who earned them• Managed all office bills (water, internet, telephone, copier, etc.), paid bills as received

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 • Maintained and ensured accuracy of document library in Word & field diary system for all files in the company database• Assisted with marketing development and implementation • Generated reports for Sales Director/Vice President • Provided trouble shooting and Problem Solving of system issues for both in-office staff, external employees and Independent Brokers • Served as administrator on partner company websites, assigning and managing logins and passwords• Trained all new employees on policy, procedures and systems

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• Reconciled daily transactions of all agents and outside offices• Audited data and, performed quality checks on new business applications• Performed preliminary underwriting on new business applications• Compiled and distributed weekly production reports; cumulated production numbers for monthly, quarterly, semi-annual and annual reports• Provided trouble shooting and Problem Solving • Provided support for all systems issues • Served as administrator on partner company websites, assigning and managing logins and passwords• Trained all new employees on policy, procedures, and systems• Created and communicated Standard Operated Procedures• Created Training Manuals • Set up new offices insuring all supplies were in place for opening day• Ordered supplies for twelve retail offices

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• Tracked all new business, ensured that all underwriting requirements have been met to ensure the issuance of policies• Planned and conducted training in life and health insurance for new sales agents• Supported the Vice President of Financial Services• Maintained daily schedule• Answered and screened telephone calls, took telephone messages as needed• Resolved concerns of clients and business partners when needed

Master Of Arts, Clinical Psychology

Bachelor Of Arts, Psychology

Education record

Education record

Education record