DOROTHY BALSLEY
Aurora, CO 80012
**************@*****.***
Summary of Qualifications
Proficient with Excel, Word, Outlook
** ***** ********** ****** *he health and life insurance industry
Excellent communication/peer support skills
Strong organizational/productivity skills
Detail oriented, strong work ethic
Work well individually and in a team environment
Proficient in Palis, STARS, EON, Data Entry
Professional Experience
Great-West Financial 2009-Present
Processor – New Business, Individual Markets
Processing and Policy Issuance of Life Insurance applications, including Level Term and Single Premium Life products which includes:
oReview of Medical Information Bureau Data and Prescription Data to determine qualification or next steps
oReview of application data and existing inforce coverage
oQuality control of all information received in order to verify accuracy in production of the policy contract
Work closely with other departments and vendors to ensure all information needed for a client’s life insurance application is received in a timely manner
Creating and mailing policy contracts to applicants once approved
Facilitate peer-to-peer training
Monitor and order supplies for the department
Perform monthly audits related to Sarbanes-Oxley
Submit General Services requests for team members as needed
Cigna/Great-West Healthcare 1981-2009
Senior Administrative Assistant - Corporate Accounting and Finance
Administrative resource for peers and colleagues in financial and accounting
Process approximately 150 journal voucher entries and filings in SAP for preparation of month-end and quarterly reports
Manage computer and communication process to ensure new hires and existing employees have complete access to technological support
Process financial documents and check processing for bank deposits and clients to comply with Sarbanes-Oxley procedures and protocols as instructed by Accounts Receivable
Process invoices for Contractors working in department to ensure they were paid in a timely manner and occasionally processed invoices for managers as needed
Perform routine administrative duties related to phones, filing and special assignments related to the general ledger
Monitor correspondence and prioritized critical information
Collaborate with Purchasing Department to resolve vendor issues
Ordered and maintained inventory of supplies for department of 60 people
References
Jessica Chapman, Manager
Life Operations, Great-West Financial
Joni Anderson, Director
Life Operations and Underwriting, Great-West Financial