Yen Trieu-Corpus Email & Phone Number

· Efficiently process life insurance applications by reviewing for accuracy and completeness prior to submitting to the carrier.· Work with various insurance carriers utilizing databases to trace progress and expedite application process.· Work side-by-side with New Business Medical Director analyzing client’s insurance risk.· Manage six-figure revenue cases and perform basic accounting task.· Compiled spreadsheets for quick reference of carrier’s underwriting requirements, underwriting guides, retention limits, etc.

· Monitored case progression for timeliness and compliance in order to ensure delivery within appropriate timeframe and client expectations.· Partnered with contact person at carriers in order to resolve time delays and service inefficiencies.· Provide producers with carrier recommendations based on underwriting strengths, internal retention capacity, and underwriting restrictions.· Answer producer’s inquiry calls, review of outstanding requirements, and provide comprehensive case status

· Accurately sort and distribute mail/faxes to departments while identifying high priority documents and process accordingly.· Comprehension of industry knowledge and the difference of formals vs. informal cases. · Assist case managers in daily processing to maximize work productivity.