CHERYL P. FREEDMAN

**** ******** ****** ********, ** 19001

Telephone: 215-***-**** Email: adywv7@r.postjobfree.com

PROFESSIONAL SUMMARY

Extensive years of corporate customer service experience. Excellent investigative critical thinking skills with the ability to multi-task and exceed production expectations. Interested in growing with a company.

PROFESSIONAL EXPERIENCE

PACCAR FINANCIAL CORP, Horsham, PA

Contract Financial Administrator May 2017 – present

Review and analyze the contract, title(s), credit application(s) insurance certificates or binders, customer and manufacturer invoices for retail, leases, and direct loans to determine whether Dealer(s) can be compensated.

Produce and manage Transfer of Equity Documents.

Follow up weekly for motor vehicle titles with lien issues and/or customer misspelled names with dealers, customers, state title and registration departments until resolution.

Fostering a process to streamline how the dealers are added to the Dealer Payment System.

Compensate Peterbilt and Kenworth Dealerships each month with a daily turnaround time of seven hours.

Transcribe procedures and train.

Participate in a test group with the Information Technology Department, Dealer Sales Managers, Credit Analysists, and Contract Administrators from all the offices in the United States and Canada for a week at Peterbilt Denton Home Office. Tested over 219 scenarios in the test application. Follow up testing will be done until the Database is launched.

ADECCO STAFFING AGENCY June 2015 – March 2017

TRION GROUP, A MARSH & MCLENNAN AGENCY, LLC, Conshohocken, PA

Insurance Licensing Specialist – One Month

After analyzing commission reports, instructed Trion employees to contact their client requesting they pay carrier premiums, so that Trion can be paid commisions. Tracked all findings on Excel and followed up until resolution.

Provided principal and agency licenses, E & O Certificates of Insurance, and completed direct deposit forms. Sent follow up emails to ensure producers resident licenses were renewed.

ERIE INSURANCE COMPANY, Media, PA

Claims Support Specialist II – Eight Months

Spoke with policyholders, claimants, agents and employees for the first notice of loss for property and casualty policies.

PENN MUTUAL LIFE INSURANCE COMPANY, Horsham, PA

Case Administrator -Five Months

Prepared legal documents for lapsed policies and policy changes for underwriter. Updated internal databases. Wrote training guide for process.

Completed policy fulfillment for life insurance policies.

UNITEDHEALTHCARE INSURANCE COMPANY, Horsham, PA

Medicare & Retirement – Legal, Compliance, & Regulatory Affairs

Legal Analyst July 2013 – November 2014

Compiled internal emails advising of the other department’s required legal action after reviewing healthcare communications for 21 states. Knowledgeable in state and federal insurance law.

Collaborated with claims, AHIP, CMS, NAIC, and health insurance state regulators to resolve AARP and customer service issues. Created a Guaranteed Issue resource guide for producers.

PRUDENTIAL FINANCIAL, Dresher, PA

Group Insurance, Producer Licensing & Compensation Unit

Senior Associate Regulatory Supervision February 1997- April 2013

Managed client concerns regarding proposals, new business, producer changes, and commission payments.

Wrote departmental operation procedures and training manuals. Conducted quality review and metric reporting. Prepared Roth IRA regulations manual and trained a staff of twenty.

Handled or counseled sales force on obtaining initial licenses, continuing education, renewals, name and address changes. Investigated and implemented federal and state regulatory licensing alerts.

Determined whether producers can sell group products after reviewing and analyzing producer disclosure forms, National Insurance Producer Regulatory Actions, FINRA, credit and criminal investigation, and legal documents.

Designed, developed, and implemented a database to automate the producer change process reducing the number of processors, backlog, and processing time.

Provided technical expertise and data testing for producer data during a system conversion for over 1,000 policies resulting in accurate commission payments.

Underwrote, analyzed, and discussed client financial needs, investment objectives, and tax consequences on individual annuity policies with the customer.

PENNSYLVANIA LAW OFFICES: 1992-1997

Lundy Law/ Rand Spear/ Richard R. Fink /Marion, Satzberg, Trichon Kogan & Wertheimer/ Consumer Bankruptcy Assistance Project

General Practice, Personal Injury, and Bankruptcy – Legal Assistant

Prepared, counseled, and obtained client statements.

Secured and analyzed police reports, medical records, and billing statements.

Submitted claims, completed Application for Benefits, and Affidavit of No Insurance.

Estimated and negotiated property damage and client wage loss.

Drafted settlement packages, releases, and statement of distribution.

Negotiated and distributed funds to clients, medical providers, and lien holders.

Prepared and filed personal bankruptcy documents with the Court as volunteer attorney.

Researched and prepared estate planning and legal documents.

EDUCATION

Pennsylvania Bar – 1992 - current attorney license

Juris Doctor - Oklahoma City University School of Law, Oklahoma City, OK

Bachelor of Arts in English Journalism - University of Delaware, Newark, DE

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