Life Insurance Case Manager
Resume:
Dan Wilson
Dedicated Life Insurance Case Manager Expert in Policy Administration &
Client Relations Committed to Delivering Excellence 10640 Upton Ave S
Bloomington, MN 55431
*.*.********@*****.***
EXPERIENCE
Pacific Life Insurance,Remote —Case Manager
June 2019 - PRESENT
Manage a diverse portfolio of life insurance cases, ensuring accurate processing and timely resolutions.
Collaborate with underwriters and agents to assess risk and determine policy premiums.
Provide exceptional customer service by addressing client inquiries and concerns with empathy and professionalism.
Conduct thorough reviews of applications and supporting documents, ensuring compliance with regulatory standards.
Streamline case management processes, improving efficiency and reducing turnaround times.
Medix,Minneapolis, MN —Case Coordinator (PacificLife) September 2018 - June 2019
Assisted in the administration of life insurance policies, including underwriting and application processing.
Developed strong relationships with clients, providing guidance and support throughout the application process.
Analyzed and tracked case data to identify trends and improve processes. Participated in team meetings to discuss best practices and strategize on enhancing client satisfaction.
EDUCATION
University of Minnesota,Minneapolis, MN —Bachelor’s, Political Science and Government
September 2013 - May 2017
Economics, Mathematics, Finance, International Relations, Social Movements, Politics and Society, Hindi
SKILLS
Case Management
Policy Administration
Client Relations
Regulatory Compliance
Problem Solving
Data Analysis
Communication Skills
Relationship Building
Organizational Skills
Multitask Management
System Management
Critical Thinking
Decision-making
Interpersonal Skills
Software Tools
Case Management Software
Workflow Automation Tools
Business Intelligence Tools
CRM Systems
LANGUAGES
English
Contact this candidate