Experienced Social Worker & Insurance Liaison

Aisha L. Nelson

Downers Grove, Illinois **************@***.*** 309-***-****

Education

Southern Illinois University, Carbondale — Bachelor of Social Work Minor: Psychology

Professional Experience

PHP Agency – Life Insurance Broker — Oakbrook, IL Feb 2022 – Present

• Advise clients on life-insurance strategies for long-term financial and legacy planning.

• Partner with financial planners, attorneys, and accountants on tailored protection solutions.

• Strengthen underwriter relationships to secure favorable terms and approvals.

• Educate clients on financial literacy and coverage value.

• Implement systems to streamline policy renewals and client file management. KLDiscovery – Document Reviewer — Remote Apr 2023 – Sep 2025

• Reviewed confidential legal documents under strict data-security protocols.

• Created detailed reports and assisted with privilege and redaction logs.

• Delivered feedback that improved accuracy and team efficiency. Carle Physician Group – Reimbursement Specialist — Bloomington, IL Jun 2018 – Mar 2023

• Ensured accurate billing, coding, and claim auditing to minimize denials.

• Maintained compliance with state and federal reimbursement standards.

• Trained new hires and enhanced team communication. Record Management – Clerical Assistant — Carbondale, IL Apr 2018 – May 2019

• Managed data entry, filing, and mail distribution for inter-department coordination. Leadership & Service

• Volunteer, Healing Hands — Supported food-outreach programs (2018)

• Mentor, Lift As We Climb — Guided first-year students, tutoring and resource support (2018)

• Tutor, Western Avenue Center — Homework assistance and youth engagement

• Volunteer, Soup Kitchen & Frock Shop — Community meals & event assistance Key Skills – Version A (Bullet Style)

• Client Relations & Education

• Compliance & Confidentiality

• Account Management & Reporting

• Workflow & Organizational Efficiency

• Cross-Functional Collaboration

• Training & Mentorship

Key Skills – Version B (Grouped Style)

Client & Financial Expertise: Client relations, needs assessment, account management, financial education Compliance & Operations: Confidentiality protocols, documentation review, policy tracking, accuracy auditing Leadership & Communication: Training, mentorship, team collaboration, customer service excellence

Contact this candidate