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Office Assistant Life Insurance

Aston, Pennsylvania, United States
September 18, 2019

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Robert J. Gray

*** ***** ***** 610-***-****

Aston, PA 19014


Dedicated professional with extensive hands-on experience and in-depth knowledge of the Insurance Industry. Strengths include:

Extensive knowledge of U.S. and state insurance regulations, and the various types of life, Term, Long term care, Variable life, Vul, Survivorship, Annuities, and Disability Income insurance. Medical terminology

Proficient in all documentation, record maintenance, and reporting procedures associated with life insurance policies. Trained office managers and new business clerks in 45 agencies.

Organized, accurate, strong work ethics, positive attitude, team player, time management, and Flexibility, Adept at analyzing and interpreting data. Scan all medical records to the appropriate company. Hippa certified and compliance certified.

Excellent interpersonal and communication skills, team player...interact effectively with colleagues, management, and field office personnel.

Motivated and efficient. Able to maintain focus, productivity, and sound judgment in an atmosphere of changing priorities and deadlines. Willing to take on additional assignments to learn and grow professionally. Require minimal supervision.

Proficient in the use of MS Word, Excel, Win98, Adobe, Outlook Express, Lotus 1-2-3, Scanning, coping, Internet, XP and Imaging Environmental, smart office and agency works.

Employment History

Brokers Insurance Services Bala Cwynyd 03/2016/12/2018

Client Service Representative (office Assistant)

Provide assistance to the underwriting staff by Returning and making calls to policy holders, agencies, agents and brokers with case related questions. Greet clients and coordinate office visits. Scrub and process all new business applications and policy changes to include life, annuities and investments policies for unanswered questions. Enter and order all requirements medicals, blood and urine, ekg`s financials paper work and send letter to agent with all outstanding requirements. Follow up on all outstanding requirements. When requirements are received update computer system and forward e-mail to agent or broker with outstanding requirements. Primary contact for agents and brokers. Liaison with customer service center. Handle all 1035 exchanges for life and annuities. Handle all marketing mailings to include applications, material and other mailing agents Have. handle internal replacements. Execute all monetary functions in accordance with client instructions on annuities and life policies. As outstanding requirements are received I update computer system and send letter to agents and brokers advising them of receiving the requirements and the ones that are still outstanding. I check policy for accuracy as cases are approved and issued I check policy for accuracy I enter all delivery requirements and mail policy to agent. When delivery requirements are received from agent sent to the issuing company and follow with them to make sure policy is in force. Register all premium received on case. Handle clients request for policy changes of address, ownership of policies and beneficiary. Run illustrations when requested. Correspond with agents and brokers via e- mail, mail and phone. Assist with various departments when needed.

Provident Mutual Life & Financial Services, Newark, DE 01/01/2002-12/2015

Underwriting Assistant (office Assistant) (Bought Out)

Provide assistance to the underwriting staff. Return and make calls to policy holders, agencies, agents and ppga`s with case related status and general underwriting questions. Review new business applications Life, Annuities, and informal for applications for completeness and accuracy and all related forms submitted with the application. Scan all new business applications accurately and efficiently, to help meet goals of same day processing and send files to underwriters. Complete various forms as needed. Order all underwriting requirements and follow up on all outstanding requirements. Review and match incoming mail to pending files and refer case to underwriter. Primary contact for all agents and brokers by e-mail, phone or fax. Follow up on all outstanding underwriting requirements on a daily basis. Average 40-60 calls a day, demonstrating high standard of professional conduct. Cross-trained in all areas of underwriting and policy issue and assisted where needed. Issuing and processing of policies and documents for delivery. Handle all internal replacements. Follow up on all outstanding delivery requirements. Register of all premiums for policies and endorsements. Review new business and make corrections to edit report prior to release of policies. Handle all 1035 exchanges and internal replacements. Update underwriting spread sheets on a daily basis. Manage files sent to reinsurance carriers and note offers as they are received. Type and process forms letters for rated or declined cases. Lab and reinsurance liaison Review policy for accuracy. Prepare policy for delivery. Trained all agencies new business clerks and office managers in 35 field offices on underwriting procedures. Resolved problems of varying scope and complexity. Excellent data entry skills. Worked closely with insurance agents, agency managers. Generated daily and monthly sales reports for agency managers. Assisted Agency Marketing Officers with daily and monthly sales reports and special projects.

Initially hired as a Mailroom Clerk. Advanced to positions in the Premium Payment and Policy Issue Departments. Promoted, based on excellent understanding of the underwriting/policy issue system and exceptional performance, to the Underwriting team.

Selected Highlights

Recipient of two highly regarded Quality Awards.

Consistently received the highest performance ratings, rarely achieved by others, for

Performance far exceeding expectations.

Trained new business clerks and office managers in underwriting procedures.

Selected by Regional Marketing Officer to assist with special projects, and detailed production reports.

Designed life proposals and illustrations to support the sales efforts of agents and brokers.


Msgr. Bonner H.S.

Drexel Hill, PA.

Professional Development

Basic Life Insurance and Department Knowledge

Life Office Management Association (LOMA)

Salary Requirement 34,000- 42,000

Hippa, compliance and ethics certified

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