Insurance Claims Processor I at Contingent VDart Inc./Allstate (Remote)

Managed inbound email queue and system-based task assignments, ensuring efficient distribution to team members and external adjusters. Coordinated and rescheduled inspections and appointments for customers, optimizing service delivery. Verified completion of inspections and processed vendor invoices, ensuring accuracy and timely payments. Utilized Microsoft Office and Outlook for comprehensive communication and workflow management in a remote environment.

Call Center Representative at Tailored Management / Morgan Stanley

Provided comprehensive customer service for complex financial inquiries, verifying client information and processing account estate and payout options. Facilitated the opening of IRA and brokerage accounts, ensuring clients received necessary documentation and followed proper procedures. Managed high volume of inbound calls, resolving issues and escalating to managers or other departments as needed to ensure client satisfaction. Processed a heavy daily caseload of forms and documents, ensuring data integrity and compliance. Utilized Microsoft Office and Outlook for internal communications and document management, including daily incoming and outgoing mail.

Licensing Processor at Princeperelson / Sentinel Security Life Insurance Company

Accurately entered and processed high volumes of application information into internal systems, adhering to strict guidelines. Ensured data integrity by meticulously verifying information at each stage of new business processing. Managed insurance agent appointments and renewals across multiple carriers, maintaining up-to-date records and compliance. Authored professional correspondence and managed email communications via Outlook.