Customer Service Insurance
Resume:
Autumn L. Roberts
Indianapolis, IN 46226
OBJECTIVE
After eight years in the insurance industry, I am seeking a
position that combines my financial analysis and insurance
related research experience with my educational background of
management.
EDUCATION
National American University
Distance Learning
B.S. in Applied Management, February, 2006
Harrison College (FKA Indiana Business College)
Anderson, Indiana
Associates of Business Administration, April 2003
Dean's List
Perfect Attendance
EXPERIENCE
Sept 2007 TWG CAPITAL
To Jan 2010 Asset Management Specialist
Indianapolis, IN
o Decreased data entry by 15% and reduced the amount of paper
waste by obtaining statements electronically.
o Reviewed monthly data for more than 50 insurance companies
and 200 agents.
o Organized documents from Sales to conduct Policy Information
Reviews
o Conducted research for underperforming blocks of business
o Converted and imported information into database
o Contacted insurance companies with statement/commission
inconsistencies
o Calculated first year commissions, downline payments &
withholds for agents
o Prepared month end financial reports for the President
o Assumed responsibility for special projects as needed by
the Asset Manager
o Prepared custom lapse reports to be mailed to agents
o Assisted the Underwriter in completing Assignment of
Commissions
o Coordinated a recycling program for the office
Dec 2004 CONSECO INSURANCE, LLC
To Sept 2007 Senior Commission Accounting Analyst
Carmel, Indiana
o Created training materials for ten commission systems &
administrated the training
o Trained new employees how to speak with agents to ensure
agent satisfaction
o Interviewed candidates for employment
o Served as liaison for external auditors
o Increased productivity by assisting others with deadlines
when needed
o Supervised legal research projects regarding DOI
o Performed Financial Owner changes for divested agents
o Manually prepared statements bi-monthly & mail to agents
o Oversaw journal vouchers & balance adjustments for Accounting
o Processed IRS levies & garnishments on agents account
o Prepared manual check requests, voids and stop/pays
o Communicated with Debt Department regarding debit balances
o Electronically filed documentation for easier access for
management
o Audited check requests, voids, EFT's and levy/garnishments
for Sarbanes Oxley compliance
o Researched unpaid commissions on insurance policies
o Performed Data Integrity for software conversions
o Performed daily customer service
o Awarded Conseco's "Certificate of Recognition: Going Above &
Beyond for taking on an extensive DOI project while keeping
my daily duties current.
Dec 2002 ST. JOHN'S HEALTH SYSTEM
To Dec 2004 Patient Finance Account Administrator
Anderson, Indiana
o Suggested new audits for Advantage to reduce billing errors,
maximize payment from Medicare & reduce days in AR
o Accepted inbound calls from patients regarding their Medicare
coverage & claim status
o Verified Medicare Part A coverage for all inpatient accounts
o Reviewed overlapping accounts and secondary insurance
information
o Conducted charge transfers to appropriate accounts and dates
of service
o Calculated all Medicaid allowances for the accounting
department
o Investigated failed claims with Medicare
o Assisted Compliance Coordinator with audits to ensure HIPPA
compliance
o Received St. John's "Shining Star: Employee of the Month" for
keeping up with a co-workers workload while they were out on
medical leave, while not falling behind on my own.
Nov 1998 to BLOCKBUSTER ENTERTAINMENT
Oct 2002 Store Leader
Anderson- Noblesville- Fishers, IN
o Implemented suggestive selling for customer promotions
o Assembled products for display
o Performed daily reconciliation of sales, credits and revenue
o Succeeded in keeping the store within budget while increasing
revenues by 25%
o Interviewed, hired, & trained employees
o Administered employee appraisals
o Managed employee relations
o Transferred & received products to/from distribution center
o Prepared weekly work schedules
o Performed quarterly physical inventories
COMPUTER SKILLS
Microsoft Applications including: Excel/Work/PowerPoint,
Advantage, Outlook, Performance Plus, Trecs, Paradox,
QuickBooks, Windows XP, IE8, Sharepoint, CRM, PTS
Excellent references furnished upon request
Contact this candidate