Customer Service Management Software
Resume:
Meredith Daniel Goerlich
Saint Petersburg Florida 33701
E-mail: ********.********@*****.***
Phone: 727-***-****
Objective
To obtain a social media analyst position with an industry leading software company in the Tampa Bay area.
Professional History
Insurance Administrative Solutions, Senior Claims Examiner, July 2007 – Current
Processed disability income, waiver of premium, annuities and life claims in accordance with policy language and
•
state laws. Investigated life claims within the contestable period, suspicious and foreign deaths. Exercised due
diligence in locating beneficiaries. Filed and tracked reinsurance claims.
Authored training guides and Statement of Auditing Standards reports detailing claim department activities
•
complying with client's requirements and federal regulatory acts.
Assisted in development, testing and implementing proprietary policy management software.
•
Maintained an accuracy rating of 98% and received numerous awards for performance and achievements.
•
Bay Area Transportation Services Inc., President, 2006 – June 2007
Developed and managed business relationships with Limousine Companies and Courier Services.
•
Coordinated pickups and deliveries for clients and packages throughout the state of Florida.
•
Lee Insurance Agency, Producer, January 2002 – January 2006
Assisted in daily management and administrative operations.
•
Serviced multiple commercial accounts such as schools, hospitals, and transportation companies.
•
Produced outside and inside sales for both personal and commercial lines policies.
•
Krombolz Agency, Agent, 2000 – 2002
Provided reception and customer service to all clients and provided support to other agents.
•
Processed policy changes to personal lines accounts via agency management software and Company interfaces.
•
Established an efficient transactional filing system.
•
Signal Insurance, Assistant Manager of Claims, January 1999 – 2000
Reduced overall callback volume and frequency of cash reimbursements.
•
Responsible for scheduling, payroll, evaluations, and monitoring.
•
Handled escalated calls arising from unsatisfied customers and claim denials.
•
Referred questionable claims to SIU.
•
Education
Philadelphia Academy, Graduated 1998
Grace Institute of Biblical Studies, 1998 – 2001, Theology, English, Public Speaking
LOMA, Business Law for Financial Professionals, Insurance Fundamentals, Insurance Company Operations
References and recommendations will be provided upon request.
Contact this candidate