Insurance Operations Specialist

Tara L. Hall

*** ******* ******, *******, ** ****5 860-***-****

****.******@*****.***

Highlights

Operational and Insurance Knowledge

Exceptional Interpersonal skills

Oral & written communication skills

Strong problem-solving ability

●Compliance knowledge

●Customer service expertise

●Innovation and Creativity

●Industry Awareness

Summary

Intuitive and resourceful Insurance professional with 10 years of diverse experience in the Insurance industry. Highly motivated to meet and exceed production standards, goals, and objectives as established. Concentrated experience with group benefits, enrollment services, underwriting guidelines, building and maintaining professional relationships, and detail oriented. Personable and solution-focused individual with strong aptitude for customer satisfaction and problem resolution. Familiar with key concepts in service management and proficient in communication and organizational skills. Committed to driving positive outcomes and enhancing customer experiences. Offering solid foundation in customer service and eagerness to learn and grow within dynamic team environment. Brings ability to quickly acquire new skills and knowledge, particularly in service management and customer relations. Ready to use and develop communication and problem-solving abilities.

Experience

Russell Tobin

The Hartford

Data Entry & Analysists Specialists

8/2025 – 12/2025

Hartford, Ct

Produce and modify benefit highlight sheets, enrollment forms, premium worksheets and varying sales and enrollment materials for a vast customer base, from small businesses to large corporations, to present to employees during open enrollment periods as well as non-open enrollment periods. Process employee information and coverage selections, ensuring data accuracy and PII security.

In put data into Nayya excel spreadsheet then edit data to highlight voluntary benefit plans, Life, Short- and Long-term Disability, Hospital Indemnity among other voluntary benefits offered by The Hartford. Learn and understand benefits models to properly explain the benefits being proposed or sold. Use of implementation logs or proposals as well as gathering information from case management to complete the enrollment tasks. Utilize sales force to compile information to accurately create proposals, enrollment and sales materials. Deliver accurate and cost-effective materials for enrollment request. Maintain expertise in team procedures, policies and end-to-end enrollment processes. Contribute to process improvements and material development. Collaborate with teams to meet customer expectations.

Great American Insurance Group

9/2021 to 5/2024

Windsor, CT

SENIOR SERVICE ASSOCIATE

Conducts comprehensive reviews and evaluations of underwriting and operations applications, ensuring they align with Company policies and underwriting guidelines. Collaborate with underwriters and brokers/agents to obtain additional information and clarify application details. Support Underwriting team in administration and processing new and renewal business, by reviewing Property, Casualty and Professional lines submissions via email for accuracy and pertinent information (effective date, signed application, desired coverages, accurate mailing address etc. Perform premium audits among other duties to support the Alternative markets dept. Helped to support the quoting and issuance cycle. Updates work management system statuses throughout the cycle of the policy and monitor work in queue. Serves as primary service contact to ensure superior customer experience, present solutions for rush new business, renewal and endorsement requests. Use appropriate communication channels to refer and or follow-up with the underwriter to ensure outstanding items are handled timely. Championed company culture by consistently embodying core values in daily interactions with both partners and colleagues alike. Provide guidance to less experience staff members on best practices, enhancing their skills while improving overall team performance. Served as a key point of contact for Underwriters, Brokers, Producers and high-value partners, ensuring their needs were met and fostering long-term relationships.

Momentum Resource Solutions

MetLife Insurance

February 2021 - May 2021

Bloomfield, Ct

Case Specialist STD/FML

Handled and administered Short Term Disability claims and adhere to federal and state regulatory and/or company plan requirements and established STD/FML workflow procedures. Complete eligibility decisions during initial interview call, gather pertinent data, when necessary, from employee or other supporting systems. Promptly review new STD/FML and other concurrent leave claims, evaluate against appropriate leave plans and make initial claim decision. Perform leave follow-ups as required, including recertification of health condition, continuous claim tracking, RTW confirmation, etc. Update systems to accurately reflect leave status and ensure appropriate diary documentation exists.

Bolt Insurance Agency

Farmington, CT

9/2020 to 1/2021

INSURANCE CUSTOMER SUPPORT

Assist the Renewal/Retention team by researching and analyzing Auto and Homeowner

Policies. Tracking rate increases, renewals and cancellations inputting information into excel

Spreadsheet. Modeled exceptional customer service when placing outbound calls to aid in processing

online payments, reinstatements, etc. Email and fax requested policy documents In cases of significant rate increase forward policy for remarketing or rewriting.

Ultimate Staffing

Allied World Assurance

October2019 – March 2020

Farmington, CT

Submissions Administrator

Support underwriting team in administration and processing new and renewal business by reviewing Property, Casualty and

Professional insurance lines submissions via email for accuracy and pertinent information (effective date, signed application, desired coverages, accurate mailing address etc. Contact underwriter or producer for any missing information, also searching for duplicate submissions and following proper blocking procedures, should a duplicate be found. Provide additional assistance to Underwriter team as needed. Expedite clearing a submission upon underwriter request, also decline and notify producers of declined submission.

Robert Half

Ironshore Insurance

July 2019 – September 2019

Simsbury, Ct

Underwriter Assistant

Reviewing Property and Casualty Insurance submissions for accuracy. Comparing the submission information received via email from the Underwriter to the UWP (Underwriter Platform) information to ensure all Named Insured’s address, desired coverage, effective dates and any corresponding documents content has been correctly entered. Entered new submissions into the UWP manually, contacting the underwriter for any missing information, also searching for duplicate submissions and following proper blocking procedures, should a duplicate be found. Provide additional assistance to Underwriter team as needed.

Tailored Management

MetLife Insurance

May 2018 – May 2019

Bloomfield, Ct

Total Absence Management Case Specialist

Handle intake calls for FMLA claims and other leaves while administering Family & Medical Leave Act standalone claims. Adhere to federal and state regulatory and/or company plan requirements and established FMLA workflow procedures. Complete eligibility decisions during intake call, gather pertinent data, when necessary, from employees or other supporting systems. Promptly review new FLMA and other leave claims, evaluate against appropriate leave plans and make initial claim decision. Perform leave follow-ups as required, including recertification of health condition, intermittent claim tracking, RTW confirmation, etc.

Document Review Specialist/ Second Set of Eyes for Bank of America account at MetLife

Review TAM (Total Absence Management) & Appeal letters assigned to me by a Senior TAM Claims Specialist regarding, Bank of

America employee leaves of absence for accuracy to avoid common errors and breaches. Utilize the Disability Process Automation

(DPA) software as a reference when reviewing letters in the CCT software. Comply with deadlines to ensure that letters are sent to claimants, their employers, etc. as quickly as possible. Take directions from the TAM Unit Leader and Senior Claim Specialist and assist other reviewers when necessary.

The Hartford

Group Benefits Customer Service Representative

June 2017 – May 2018

Windsor, Ct

Built rapport and maintain positive relationships with existing and potential customers, internal and external, understand their specific needs, then personalize a solution while creating memorable customer service experience. Respond to benefit questions regarding New York Paid Family Leave, Short Term Disability and Long-Term Disability, also billing and administrative questions and processes. Use active listening and critical thinking skills to analyze and understand a customer’s request or need, then leverage knowledge and resources to provide an appropriate solution. Perform multiple tasks, including taking inbound phone requests, perform outbound call tasks and email requests, also assist other departments as needed. Commitment to learning and understanding The Hartford’s products and lines of business. Continue to meet and exceed customer service expectations.

ACCOMPLISHMENTS

oBuild quotes and proposals for large premium accounts.

oCreate enrollment and sales materials for large corporations and small businesses

oTrain and assist vendors to use underwriting platform to process policy issuances, change requests, renewals and cancellations.

oDue to receiving many exceptional service accolades, was promoted to Senior Service Associate within first year of hire.

oAnswer inbound calls at volume of 80 to100 calls daily, make copies, send facsimiles as requested, assist clients/customers with a variety of needs and requests.

o Supervised a team of two engaged in servicing and assisting the underwriting team.

oRoutinely assist as many as 50 customers per day in a high volume, fast paced retail environment.

oResolved 5% of customer issues within 3 months to maximize loyalty and retention.

oPlace up to 100 outbound lead calls per day.

oResearch calmed and rapidly resolved client conflicts to prevent loss of key accounts.

oConsistently generates additional revenue through skilled problem solving of technical issues.

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