Manager Life Insurance
Resume:
Maria Aidem
Email: *********@********.***
Address: **** *** ***
City: Woodland Hills
State: CA
Zip: 91364
Country: USA
Phone: 818-***-****
Skill Level: Experienced
Salary Range: 54
Primary Skills/Experience:
See Resume
Educational Background:
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Job History / Details:
Maria Aidem
Woodland Hills, CA 91364
*********@********.***
SUMMARY
Professional Life Case Manager with more than 18 years experience in the insurance industry. Achieved reputation for building and sustaining agent relationships by providing excellent service; including but not limited to, expedient processing of life insurance applications and efficiently managing overall case expectations. Known for strong work ethic, being a team player, and promoting a pleasant working environment. Exceeds client and company expectations consistently.
Case Load Management
Employee Training
1035 Exchange and Regulation 60
State Federal Compliance
Application Coordination
Relationship Building
PROFESSIONAL EXPERIENCE
MARSH PCLIS, Woodland Hills, CA 2002-2012
New Business Case Manager
Placed life insurance policies and provided consistent follow-up and follow-through with carriers, vendors and agents until case was placed. Provided agents support regarding application paperwork completion and/or formal underwriting process. Negotiated offers and worked closely with in-house underwriters and marketing representatives.
Simultaneously worked on large load of applications (150 to 200), minimizing labor costs.
Created process to place and complete cases, improving turnaround time by 30% and contributing to revenue of company.
Re-organized and streamlined Telelife process with several companies to save process time by 30% and improving service standard.
Complied with all federal and state laws and compliance guidelines to avoid errors in processing.
Received high evaluation/performance rating.
TOTAL FINANCIAL, Los Angeles, CA 2001-2002
Administrative Assistant/Case Manager
Provided administrative support to the President of the agency in high demand environment. Case managed the Presidents large informal and formal new business cases. Coordinated the Presidents travel and visitors at the office. Assisted with multiple task to the President of the company.
Managed with VP large cases over $10M with premiums over $100K, increasing revenue.
Handled cases involved Regulation 60 and 1035 Exchange, improved service.
Submitted informal applications for tentative medical offers.
Maintained daily applications in excess of 50 cases to provide current status to the VP of the company and agents.
FLYNN ASSOCIATES (Los Angeles Agency), Los Angeles, CA 1993-2001
New Business Case Manager
Completed analysis and processing of all new business. Communicated extensively with life insurance agents, company representatives and vendors. Working closely with the President of the company on complicated and large cases over $10M.
Monitored New Business and case preparation activities, which included application forms and case requirements.
Trained assistant to process new business application to improving effectiveness and efficiency.
Assisted with policy service and processed licensing for different carriers, minimizing labor costs.
EDUCATION / TRAINING
AA, Economics and Business Organization, School of Economics
License
Life Insurance License since 2002
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