Life Insurance Customer Service

Deneen Valure

501-***-**** ad5wxb@r.postjobfree.com Jacksonville, AR 72076

Detailed-oriented, team leader with progressive experience handling financial and demographical information related to supplemental insurance and non-profit organization specializing in developmentally disabled clients. Seeking to join the team.

Skills

Eligibility Verification

Communication

Time Management

Customer Service

Microsoft Office: Word, Excel, Outlook, Publisher & PowerPoint

Documentation

HIPAA Compliant

Excellent Interpersonal skills

Problem Solving

Critical Thinking

Pathfinder August 2021 – present

Jacksonville, AR 72076

Assistant Manager-Residential Complex

• Assist clients with residential challenges

• Schedule client appointments with healthcare providers

• Log weekly progress reports and goals

• Submit residential maintenance requests

• Plan monthly outings for DDS residents

• Interview potential CNA candidates for employment at the residential complex

Tata Consultancy (TPA for Transamerica) April 2018 – January 2020

1400 Centerview Dr.

Little Rock, AR 72201

Premium Representative

• Processed financial information for life insurance policies

• Initiated cancellations of insurance coverage

•Scheduled Automated Clearing House (ACH) debits for insurance premiums

•Handled all customer requested policy changes (beneficiary, address, and ownership)

•Created Life Insurance Illustrations to demonstrate future policy performance

Transamerica Life Insurance Company December 1984 – April 2018

1400 Centerview Dr.

Little Rock, AR 72201

Financial Analyst

• Processed financial changes for life insurance policies (increase, reductions, surrenders)

• Documented customer complaints

• Scheduled potential sales leads

• Processed account payments and contracts for services

Contact this candidate