Life Insurance Manager
Resume:
John Jelenic
New Milford, New Jersey 07646
(201) 634 –7508
Cellphone: 201-***-****
Email: *********@*****.***
EXPERIENCE
****- ***, ***.- ****** *****, NJ
Retirement Case Administrator
Provide counseling to clients on all Health and Welfare benefits such as: medical,
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dental, short and long term disability, life insurance, vision and pre-paid legal
plans.
Provide counseling to clients on all Defined Contribution Plans such as: 401K,
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403B, profit sharing, employee stock ownership and thrift savings plan.
Provide counseling to clients on all Defined Benefits plans (Pension), also create
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mini calculations with regards to their plans.
Research and resolve issues concerning Health and Welfare benefits, Defined
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Contribution plan and Defined Benefits Plan (Pension)
Liason with attorney’s, financial advisors and clients on all matters concerning
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employee benefits.
2003 –2010 ALLSETTLED GROUP, INC – New York, N.Y.
Case Manager/Underwriter
Managed the Portfolio of Company Owned Life Insurance Policies for Investment
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Purposes.
Assisted in the Negotiations of Purchase and Sell of Life Insurance Policies from the
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portfolio.
Responsible for underwriting the Life Insurance Portfolio by obtaining life
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expectancies, evaluating the life insurance illustrations and verification of coverage
forms for eligibility, risk factors and pricing.
Completed due diligence on policies that were purchased and managed by the
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company.
1997 – 2003 NETWORK TEMPORARY STAFFING – Montclair, N.J.
Benefits Consultant for Network Temp- Client TIAA-CREF
• Responsible for the administration of claims for Group Life and Accidental Death
& Dismemberments Benefits.
• Initiated and participated in investigation of questionable claims concerning
Eligibility, Circumstances of Death and Contestable Claims.
1986 – 1997 GUARDIAN LIFE INSURANCE COMPANY – New York, N.Y.
Senior Group Life Claims Approver & Life User Analyst
• Responsible for the administration of claims for Group Life and Accidental Death
& Dismemberment benefits.
• Initiated and participated in investigation of claims concerning Eligibility of
Benefits, Circumstances of Death, Misrepresentation, and Adverse Claimants.
• Testified in court and depositions, on behalf of the Life Department when
required.
• Responded to complaints from the Department of Insurance.
• Planned, organized, and directed the function and duties of the Group Life Plan
Analysts and the Clerical Staff.
• Developed a Group Life Claim payment system.
• Interfaced with other departments to research and reconcile discrepancies in plan
building and performed system testing for any system enhancements.
Accountable for the approval and/or denial of claim benefit payments within
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specified limit of authority.
Maintained effective relationships with a variety of company personnel, attorneys,
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brokers and claimants.
1980 – 1986 MUTUAL BENEFIT LIFE – Newark, N.J.
Senior Claims Examiner
• Responsible for the administration of claims under Group Major Medical,
Hospital Indemnity, Continuance of Disability and Life Benefits.
• Accountable for the approval and denial of Group Insurance Benefits.
• Interfaced with other Departments to resolve discrepancies concerning Group
Insurance Benefits.
• Investigated eligibility of Group Benefits.
EDUCATION
B.A. History and Government - St. John's University
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HIAA and LOMA courses
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HR Block Tax courses
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CFP courses
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References Upon Request
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