Process Eligibility
Resume:
CathyR.Bowen
***N**nd PLZ#**,Omaha,NE*****•402-***-****•***********@*****.***
HighlyskilledPortabilityandConversionspecialistbringinganempatheticandcollaborative approachtothejob.Engagingwiththecustomerwhilemaximizingworkflowthroughoutthe process.Understandingthecustomer'sneedsbylistening.Providingdetailedcommunicationto thecustomermakingtheresolveseamlessinatimelyandprofessionalmanner.Workingwith andforthecustomerwhileprovidinghighqualityworkatalltimes.Commitmenttoateamto providethebestexperienceandservicetoallcustomers.
Experience
June2008–November2024
PortabilityandConversionSpecialist-Level2 LincolnFinancialGroup Omaha,NE
● Reviewedinsureds’ApplicationforPortabilityandApplicationforConversionforms
● Determinedeligibilityforcoveragebasedongroupcontractprovisions
● Writtenandverbalcommunicationwithbothinternalandexternalcustomerssuchas salesreps,nationalaccountmanagers,groupadministrators,andinsuredmembers
● Setupmemberandgrouprecordswithbenefitinformationforproperbilling
● Workedcloselywiththepremiumdepartmentassistingwithinsuredmembersbilling statements
● Balancedafullworkloadwhileprovidingefficientandqualityworktoallcustomers
● Researchedcomplexcasesandescalationcasesifneeded
● Workeddatagovernancereportstohelpeliminateundoriskforthecompany
● Documentedresearchandpertinentinformationonallcases
● Monitoredandmanageddepartmentemailbasketdailywithresponsesmadewithin48 hoursofreceiptofemails
● Maintainedalargeworkvolumealongwithspecialassignmentswhilemeeting departmentturnaroundtimes
● Answeredquestionsthroughoutthedayformanagers,teammembers,andcustomers
● Providedfeedbacktomanagersofprocessenhancements
● Assistedindepartmentaltraining
May2000-June2008
Evidenceofinsurabilityspecialist Lincolnfinancialgroup Omaha,NE
● ReviewedApplicationforEvidenceofInsurabilityformsforcompletion
● Reviewedthespecificsontheformtodetermineeligibilityofcoverage
● Directcontactwithunderwritersformorecomplexmedicalinformationtodetermine eligibility
● Submittedinformationandreportstomib(medicalinformationbureau) CathyR.Bowen
855N82nd PLZ#37,Omaha,NE68114•402-***-****•***********@*****.***
● Writtenandverbalcommunicationwithinternalandexternalcustomerssuchas managers,nationalaccountmanagers,salesreps,groupadministrators,andinsured members
● Assistintrainingofnewteammembers
● Maintainedalargeworkload,includingnationalaccounts,andprovidingefficientand qualityworkintheprocess
Skills
● Greatattentiontodetail
● Listentocustomers'needs
● Detailedincommunicationandfeedbackwithcustomers
● Customerfocusedwhileprovidingqualitywork
● Worksindependentlyaswellaswithateam
● Dependableandreliable
● Prioritizedailyandweeklyworkloads
Education
May1982
HighSchoolDiploma BurkeHighSchool Omaha,NE
Other
Awards:Recognizedbysalesrepresentatives,underwriters,andnationalaccountmanagersfor goingabove,beyondanddeliveringoutstandingservicetothecustomer
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