Insurance Service

Deirdre Mickens

**** ***** ****** *** ************, PA 19104 P:215-***-**** E: ***********@*****.***

Experience:

Colonial Penn, Philadelphia, PA New Business Processing Specialist 1999-2016

Support the success of Colonial Penn by providing operational expertise in new business processing, financial and transactions.

Engaged in the daily administrative operations of the Corporate headquarters Office, including new business processing, and customer/policy service. Developed and maintained strong relationships with clients and business partners. Responsible for processing and managing concierge level new business cases. Resolved escalated and non-routine questions relating to new business, and policy service. Worked with management to maintain processing efficiency. Functioned in a leadership role in the organization.

Summary of Routine Tasks

Prepare and submit New Business applications which include but not limited to downloading from an FTP secure site, inputting information into the mainframe, and uploading web applications.

Process replacement letters and review forms for accuracy.

Update the replacement data base with appropriate information.

Serve as main contact point for all communication leading to resolution of application submission.

Ensure that state regulations are met including but not limited to OFAC checks, replacement letters, checking for other insurance using TAI, ADSE, P8, and C2 systems.

Advise underwriter of existing coverage when appropriate, indicating total amount of insurance

Identify No Agent Producer applications and route appropriately for processing

Monitor New Business mail and respond or route inquiry to appropriate person, team or unit.

Understand department policies and procedures including compliance regulations around time date stamps

Review and process requests in the underwriting and premier service email box.

Monitor and maintain the paper fax and copy machines and distributes information hourly.

File original paperwork and disposes after 90 days.

Monitor the overnight voicemail box and assign out or respond to the messages appropriately.

Process replacement letters and review forms for accuracy when case matching.

Receive and send overnight mail for the New Business team when needed.

Work within the workflow system to print, assemble, and mail policy contracts.

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