Case Management Team
Resume:
Work History
Suitability Reviwer
Candice L.
Lindner
Contact
Address
Cornelius, NC 28031
Phone
************@*****.***
Results-driven with excellent problem-solving, analytical and organizational abilities and strong focus on collaborating with employees to resolve business, customer and vendor issues quickly. Works alone or as part of team to manage high volumes of work in fast-paced environments. Over 13 years of experience in the financial industry.
Suitability Reviewer
Allianz, Minneapolis, MN
2022-01 -
Current
Followed all company policies and procedures to
deliver quality work.
•
Focused on helping clients limit or balance risk
against reward for optimal decision-making.
•
Easily handles complex data to understand potential impacts, break down risk and develop
recommendations.
•
Interpreted clients' needs and introduced services to fit specific requirements.
•
Built and managed relationships with key clients and partners to drive growth.
•
Maintained current understanding of market
conditions, compliance standards and best
practices.
•
Collaborated with internal partners to provide
quality service.
•
Conducted quality suitability reviews while
managing workload.
•
Case Management Team Coordinator
Financial Independence Group Cornelius, Cornelius, NC
2018-01 -
2022-12
Define, develop, implement, and manage process
and procedures for creation, modification, and
delivery of client communication for a team of 25
Annuity, Life, and LTC case managers.
•
Work with both internal and external partners across multiple departments to develop, implement and
test efficiencies.
•
Establish working relationships with vendor partners to engage and liaison when support is needed for
the department.
•
Train and grow individuals while practicing servant leadership.
•
Provide feedback to individuals on the case
management team to increase professional growth.
•
Identify opportunities to enhance existing processes in an effort to increase efficiency.
•
Managed and monitored program activities and
evaluated quality for improvement
recommendations.
•
Structured standardized case management
processes to comply with regulatory agency statutes and standards.
•
Teamed up with managers and executives to assist
in evaluating and improving performance of direct
services, contributing to strategic program planning and development.
•
Suitability Specialist
Financial Independence Group Cornelius, Cornelius, United States
2016-01 -
2018-01
Review and analyze suitability and financial
documents as an internal suitability specialist for Allianz to ensure key information is accurate and in compliance with regulations.
•
Averaged suitability review of 20 applications per day.
•
• Use strong attention to detail to ensure accuracy.
• Meet daily deadlines relative to rate change.
• Key Accomplishments:.
Serve as point of contact to provide suitability
information to agents and sales teams for Allianz.
•
Train and develop employees to precisely follow
suitability requirements and guidelines for multiple carriers.
•
Frequently attend carrier suitability phone
conferences to gather pertinent information and
provide feedback.
•
2014-05 - Annuity Case Manager
Financial Independence Group Cornelius, Cornelius, NC
2016-01
Receive, review and process annuity new business
applications for assigned agents with multiple
carriers.
•
• Held a caseload of 200+ cases at a time.
Provide weekly updates, answer inquiries, and
obtain missing requirements throughout the
application process to support agents.
•
Ensure excellence in customer service to create an exceptional customer experience and enhance
customer retention.
•
• Key Accomplishments:.
Selected to train new hires due to qualified
experience.
•
• Cross-train employees in the suitability field.
Licensed Sales Product/Office Manager
FARM BUREAU INSURANCE, Commerce, MI
2014-01 -
2014-05
• Used active listening to establish customer rapport. Maintained product knowledge of insurance
products to articulate benefits and create solutions that provide value to the customer.
•
• Key Accomplishments:.
Used advanced communication and networking
skills to establish long-term relationships, increase business development, and generate repeat
clientele.
•
• Strategized to meet or exceed sales goals.
Managed budgets, appointment scheduling,
employee and event itineraries and accounts to
improve productivity initiatives.
•
Established workflow processes, monitored daily
productivity and implemented modifications to
improve overall performance of personnel.
•
Licensed Sales Producer / Office Manager
ALLSTATE INSURANCE COMPANY, Commerce, MI
2010-01 -
2013-12
Contacted prospects and gathered information to
analyze insurance quotes.
•
• Key Accomplishments:.
• Developed and implemented strategic plans to
Education
consistently meet or exceed sales targets.
Trained new staff members to increase sales growth and follow procedures.
•
Managed budgets, appointment scheduling,
employee and event itineraries and accounts to
improve productivity initiatives.
•
Established workflow processes, monitored daily
productivity and implemented modifications to
improve overall performance of personnel.
•
Bachelor of Arts: Advertising
Michigan State University
Contact this candidate