Life Insurance Manager
Resume:
Lisa A. Roberts
Springfield, Massachusetts 01119
************@***.***
Expertise:
• Knowledge of Insurance procedures and principles
• Financial and Bookkeeping background
• Management background
• Strong proficiency with Microsoft products
• Excellent written and verbal communication
• Strong teaming abilities, multi-tasking and prioritization. Ability to work with minimal
supervision
Experience
Business Owner
Little Angels Home Daycare
Springfield, Massachusetts
March 2010 – September 2014
• Provided a safe and nurturing environment for children ages 6 weeks to 5 years of age.
• Handled all of the business accounting, payroll and taxes for business
• Followed all of the procedures and guidelines for EEC licensing requirements and received
outstanding inspections and evaluations.
Business Consultant
MetLife Insurance Company
Bloomfield, Connecticut
June 2007 – December 2008
• Assisted with implementing new upgrades of existing applications.
• Assisted team on corporate and departmental projects.
• Worked with external auditors to provide documentation for accounting controls.
• Performed daily/monthly control procedures to verify accuracy of changes made in systems.
Senior Case Manager
MetLife Insurance Company
Hartford, Connecticut
March 2005 – June 2007
• Review all incoming insurance applications to make sure they were properly completed until the
application was implemented.
• Communicate status to all interested parties (Agents, Medical Team, Brokerage firms and
Management) via email and telephone communication.
• Participate in daily, weekly and monthly meetings with management on status of Life Insurance
applications to make sure.
Case Manager
Phoenix Life Insurance
Enfield, Connecticut
January 2003 – March 2005
• Review and processed life insurance applications.
• Prepared files for review by medical team and Underwriters.
• General clerical and administrative support to the Underwriters.
Financial Management Associate
Ernst & Young LLP
Riverside, California & Hartford, Connecticut
October 1997 – January 2003
• Handled Accounts Payable and Receivable billing for Senior Auditors and Accountants of the
firm.
• Identify and communicate any issues
• Maintain a standard book of business, such as strategic growth market accounts or core accounts.
Education
Bay Path College
1987-1988
Contact this candidate