Manager Assistant

STEPHANIE ZACCARIA-CLUNE

**** *** **** *****, *** 7204, Alpharetta, GA 30005 C: 845-***-****

***********@*****.***

Professional Summary

Experienced Insurance Case Manager with 7+ years providing account management, administrative support and exceptional customer service to create and maintain relationships. Detail oriented and conscientious self-starter, able to strategize and prioritize effectively to accomplish multiple projects. Experience

Case Manager/Underwriter/Broker Assistant 3/2002 - 6/2006 3/2008 - 6/2016 Prime Financial Services/Frenkel Benefits, LLC/Fifth Avenue Financial - New York, NY

Expedited the underwriting process from application submission through policy issue, including business insurance applications (Buy/Sell, and Key-Man)

Scheduled phone appointments with clients to assist in completing forms, answering policy questions, etc.

Liaison between brokers, clients, and insurance carriers regarding underwriting status and outstanding requirements

Scheduled and reviewed underwriting requirements including Attending Physician Statements, Exams, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the insurance carrier

Maintained client management data records regularly and routinely

Processed all insurance policy service requests, including address, beneficiary /ownership changes (individual and Trust), premium mode changes, dividend option changes and fund allocation changes

Assembled meeting preparation documents pertaining to the client / prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, excel presentations, and marketing packets

Performed administrative duties requiring knowledge of general department and organizational practices and procedures

Universal PreK/2nd

Grade Special Ed. ICT Teacher – New York 09/12-3/19 Substitute Teacher – Ardsley Union Free School District - Ardsley, NY

Create activities designed to promote physical, mental and social development

Communicate effectively with students, parents and colleagues

Implemented IEP goal assessments into structured activities and assessed for data collection Human Resource Assistant/Sales Associate 3/1996-8/2001 Filenes (May Co.) – Poughkeepsie, NY/Auburn, MA/Cambridge, MA

Training Coordinator – Facilitated new employee training classes weekly on the POS system

Conducted face to face interviews, reviewed resumes, background checks, extended employment offers and termination

Processed new hire forms on company HR system

Maintenance of open jobs

Updated employee benefits system

Supported HR Manager with benefits and additional projects as well as communicated with department managers on upcoming open positions

Education

Mercy College New York, NY (MSEd) Master of Science in Education May 2012 Honor Society: Phi Delta Kappa

Nichols College Dudley, MA Bachelors of Science Industrial Psychology May 2001

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