Seasoned Data Entry Professional Seeks Remote Role
Resume:
PAULETTE SMITH
West Des Moines IA **265
***********@*****.***
Maxion Corp
Attn: Human Resources
Dear human resources;
I am interested in the position of Data Entry Clerk . I recently worked for Mass Mutual life as a New Business Case Manager for the past 2 years as a Contractor. My contract ended 12/31/2025. I would love to continue working for several more years. I tried retirement and did not like it. I previously worked prior to retirement for Global Atlantic Financial Group as a Senior New Business Case Manager for 16 years. At my previous employer, I managed all aspects of a New Life application, including incoming and outgoing calls to agents and sometimes to the customer, Term Conversions, Reinstatements and Policy changes.. Feel free to contact me at 515-***-**** or my email at ***********@*****.*** I appreciate your time and look forward to hearing from you. Sincerely,
Paulette J Smith
PAULETTE J SMITH
1700 19TH PL
WEST DES MOINES IA 50265
Cell: 515-***-****
***********@*****.***
EDUCATION
1972 Herbert Hoover High School Des Moines, IA
Diploma
• General studies
• Loma 1-6, 10 completed. Loma UND, ACS and AIAA designations, AUL one completed
PROFESSIONAL EXPERIENCE
August 2023 – December 31,2025
NEW BUSINESS CASE MANAGER (contractor)
*Process new applications from receipt through issue.
*Process Internal replacements for the company’s Term to Term replacement process. This includes closing out the old policy once the new policy has been issued.
*Process Internal and external 1035 exchanges.
*I assist as a resource for the team for 1035 and daily work. Communication with the field, underwriters and account managers. Occasionally receive calls from agents and make outgoing calls if needed. My current production is above standard. I can provide copies of my production report upon request. Quality ranges between 98-100% monthly. There are 16 team members, and I have consistently completed 20% of the total work assigned to our team weekly. Proficient in using multiple systems for process requests. December 12,2022 - Retired
June 12, 2006 to December 12,2022 Global Atlantic Financial Group/ Accordia Life and Annuity
NEW BUSINESS SENIOR CASE MANAGER III
• Process Internal Term Conversion applications and issue the new policy. Provide eligibility for Term conversions prior to application process. Manage and process New Life applications and all aspects of the underwriting, case management (order UW requirements, answer agent questions and concerns) and issue the approved policies.
• Process External Exchange applications, request the surrender of the external term policy and then issue new policy once that is confirmed.
• Respond to all Term conversion eligibility requests via email, fax and mail from Sales, agents and insured/owners
• Review all Policy change requests that require underwriting. Set case up for UW and as needed send out requests to agents and or owners for requirements. Request requirements if needed
• Respond to incoming and make outgoing calls with our agents and occasionally to the insured/owner for the policy change/reinstatement process.
• Review all Reinstatement requests. Set case up for UW and as needed send out requests to agents and or owners for requirements. Request requirements if needed
• MIB, process all MIB requests, RFD and Plan F as scheduled
• I also handle many inforce issues that are not related to New Business. Since I work Policy change, Reinstatement & Term conversions; agents call for all of their issues with inforce policies. I help if possible by getting it done by me or to the people that can do it. In some cases I escalate to business support.
• Manage and process life insurance applications
• Assist underwriting with any requests
• Order external and internal 1035 exchanges
• Follow-up on all pending requirements for underwriting to approve the case
• Follow-up on all issue requirements
• 1035 Expert for the New Business team
• Life Claims processing done in 2014-2015. Processing all aspects of death claims and notifications for requirements.
January 2, 2004 to June 2006 Pediatric & Adult Allergy FRONT OFFICE
• Handled all aspects of patient appointment, processed billing for claims. Did some transcription when needed. Copied records, answered questions and phone calls.
August 1996? to December 2005 KVI
LIFE UNDERWRITER
• Underwriter for Long and Short term disability, Term and some UL life policies up to $10,000,000 for Association groups. This was not group insurance. Each case was individually underwritten and parmed/labs were required on most cases. I also ordered and reviewed APS’s as needed for each case.
QUALIFICATIONS
I have close to 20-year experience in Life insurance.I have done it all from the entry level to underwriting. I fully understand the process and what is required to complete the job. I am very detailed and take pride in doing the best job possible. I am a quick learner and enjoy production. I enjoy learning new things. PROFESSIONAL REFERENCES
• James Veatch ( *********@**********.***)
• Shawn LeBeau (*******@**********.***)
PERSONAL REFERENCES
● Jamie Vanskiver 518-***-****
● Shelly ***************@**********.***
● Media Pajic 515-***-****
● Pam Mathis 515-***-****
● Amanda Halbur 515-***-****
Contact this candidate