Customer Service Insurance
Resume:
David C. Truman
**** *. *** *** • Maywood • IL • 60153
**********@*****.***
Objective: To obtain a position within your business industry enabling me to utilize my business and customer service skills.
Education/Training:
10/94-10/00 United States Marine Corp Reserve
United States Marine Corp’s – Leadership Seminar
United States Marine Corp’s- Riot Training & Self Defense
10/09-12/09 Corllins University Chicago, IL
Associates Degree in Insurance/Risk Management
08/95-06/96 Central State University Wilberforce, OH
08/96-06/97 Triton College River Forest, IL
Licensure:
12/06 Illinois Producers License for Accident, Medical and Life
Experience:
11/11-Current EIIA, Inc Chicago, IL
EIIA offers a sophisticated range of insurance and risk management services, but we are also an advocate in the insurance marketplace. Solely focused on Christian institutions of higher education.
Associate Director for Student Programs
• Gather necessary information from Vice President to initiate marketing process
• Responsible for renewal evaluations, request for proposal preparation and insurance carrier rate negotiations
• Assist team as needed with customer service tasks including yet not limited to claims handling and policy review
• Compile, review and respond to all quotations and declinations as directed by the Vice President of Student Programs
• Create marketing strategies and plan designs for clients
• Communicate final placement details and instructions to insurers and Universities
07/11-11/11 Combined Worksite Solutions Glenview, IL
Combined Insurance is the leading provider of individual supplemental accident, disability, health and life insurance products and part of the ACE Group of Companies.
Client Coordinator
• Single point of contact for clients and producers.
• Manage relationship with payroll contact.
• Ensures payroll deductions start on time and process changes.
• Assigns correct commission hierarchy and contract codes.
• Provide initial and ongoing support to ensure our program is hassle free for our employer clients and their employees.
• Maintains group and employee records.
• Pre-Enrollment billing set up of new clients. Bills client directly or through TPA.
10/10-05/11 USI Insurance Services LLC (Temp Position) Chicago, IL
Diversified financial services firm specializing in property casualty insurance and financial services such as employee benefits outsourcing and related consulting.
Account Manager
• Gather necessary information from producer to initiate marketing process
• Responsible for renewal evaluations, request for proposal preparation and insurance carrier rate negotiations
• Assist team as needed with customer service tasks including yet not limited to claims handling and policy review
• Compile, review and respond to all quotations and declinations as directed by the Client Manager/Producer
• Create marketing strategies and plan designs for clients
• Track/input commission information on the Sagitta system
• Communicate final placement details and instructions to insurers and customers
10/06-03/10 Mesirow Financial Chicago, IL
Diversified financial services firm specializing in Investment Management, Investment Services, Insurance Services, Investment Banking, Consulting and Real Estate
Benefit Analyst
• Executes all marketing projects for existing accounts and for new business
• Responsible for renewal evaluations, request for proposal preparation and insurance carrier rate negotiations
• Facilitate preparation of claims experience analyses and renewal proposal presentations
• Monitor the insurance carrier community for new product offerings
• Create marketing strategies and plan designs for clients
05/02-10/06 Professional Benefit Administrators (PBA) Hinsdale, IL
Provides high quality health benefit plan design, administration and support services
Marketing Coordinator
• Market stop-loss coverage for renewals as well as new prospects.
• Knowledgeable in placing stop-loss for self funded health plans.
• Form strong relationships with underwriters and brokers.
Professional Benefit Administrators (PBA) Hinsdale, IL Claims Adjuster/Customer Service Representative
• Exceed production level of 135 claims processed per seven and a half hour work day.
• Work closely on the ViaDuct system.
• Analyze and process Medical, Dental, and Vision claims
01/00-02/02 Unicare Insurance Company Schaumburg, IL
Company provides managed care and specialty health care services throughout the United States with 200+ employees. UniCare Life & Health Insurance Company is a subsidiary of WellPoint
Claims Adjuster/Customer Service Representative
• Analyze and process Medical, Dental, and Vision claims for determination of benefits.
• Successful completion of ICD9 training for Medical billing.
• Exceed production level of 170 claims processed per eight hour day.
• Worked on the Hanstar2 claims system.
Contact this candidate