Supports company to assist people in arranging and maintaining their financial and personal affairs. Works behind the scenes supporting investment and planning operations.

Responsible for handling jewelry losses from personal lines customers located in the United States and Canada. The causes of loss include, among others, damage, theft, and disappearance.

Conducted comprehensive one-on-one training for incoming associates with minimal oversight. Created, edited, and distributed Standard Operating Procedures (SOPs) for the respective business unit. Reviewed, analyzed and processed medical documentation in compliance with HIPAA regulations for continuing disability benefits. Routinely drafted complex written communications such as responses to Department of Insurance complaints and information requests from courts and legal counsels. Performed all tasks of Claim Approver (previous role).

Accumulated and evaluated information from policyholders, attorneys, physicians, hospital personnel, police departments, employers, State Medicaid personnel, funeral homes, Probate courts and other professionals needed to process and pay claims. Provided prompt and courteous customer service to external and internal customers. Audited paid claims, coded statistical data related to cause of death and aided in the production of monthly and quarterly reports.

Scanned and indexed paper documents into workflow folders for further electronic processing for both fixed and variable life insurance and annuity products. Prioritized imaging functions to fulfill client and representative requests in a timely and quality manner. Applied correct indexing schema to each document by indicating the correct subsidiary company, department, account, folder, and policyholder name on each form. Created and edited Standard Operating Procedures (SOPs) and trained new and tenured associates on a wide variety of departmental tasks and processes.