Tami Rocco

I am an experienced Life Insurance Representative with 22 yrs of service. Looking for a change in my career.

TAMI ROCCO

C O N T A C T tamroc411@yah oo.com

S U M M A R Y

Proven expertise with over 21 yrs of experience in Life Insurance processing, Billing and Payments, Banking,

Customer Service, and Case Management. Familiar with analyzing documentation, liaising between parties,

multi-tasking, clear and accurate communication, IT troubleshooting, analytical skills, and handling both routine and complex issues,using a multitude of different systems and applications. Able to identify and resolve concerns while working with minimal supervision in remote environments,

E X P E R I E N C E

Life Customer Advocate

Erie Insurance, Erie , PA

November 2011 - March 2023

· Applied HIPAA privacy and security regulations while handling patient information. Performed extensive research on all inquiries and concerns to achieve complete client satisfaction.

· Mentored and gave constructive feedback, positive reinforcement, to keep trainees motivated.

· Worked on the Life Resolution team chat to assist peers, process queues, emails, escalated tickets for additional processing, or send out documentation.

· Assisted First Notice of loss, Personal Lines with Property and Auto Claims extensive Data Entry.

· Recommended improvements to existing or proposed systems to enhance solution functionality.

· Delivered timely support by tracking issues and communicating resolutions to end users.

· Improved processes and procedures to achieve key performance metrics. Collected and reviewed third-party reports to support decisions.

· Entered data into underwriting database to track activity during new business process.

· Quickly remedied customer issues in office, via telephone and with email communication by responding to questions and inquiries within 24 hours, using multiple applications, such as Microsoft office.

· Filed paperwork according to standard operating procedures and entered data points into tracking system.

· Volunteer for Overtime

· Consulted and advised clients on tailored technology solutions to fulfill business needs and user demands.

· Resolved customer complaints by investigating problems, developing solutions and making recommendations to management.

· Trained users to operate and manage hardware and software.

· Maintained positive working relationship with fellow staff and management.

Cash Processor

Erie Insurance Group | Erie , PA

August 2008 - November 2011

· Reconciled daily cash variance reports

· Tracked overages and shortages through compilation of summary reports comparing against past variances to isolate and address possible causes.

· Prepared and checked cashier register tills.

· Assessed data and information to check entries,

calculations and billing codes for accuracy.

· Maintained positive working relationship with fellow staff and management.

· Posted journal entries in accounting software.

· Balanced daily cash deposits and vault inventory with zero error rate.

· Verified details for ACH Changes.

· Processed payments for agents and customers in person and over the phone.

Life Billing And Payment Representative I

Erie Insurance | Erie , PA

September 2001 - October 2008

· Engaged customers and provided high level of service by carefully explaining details about documents,

incomplete information.

· Organized and maintained payroll information by entering data, deleting errors, calculating and collecting information.

· Informed payroll of changes to premiums for employees on Payroll Deduction Balanced reports for

Commission deduction monthly, Payroll deduction, Bi-weekly, and corrected discrepancies.

· Investigated and resolved issues to maintain billing accuracy.

· Researched and resolved billing inconsistencies and errors through individual and collaborative analysis.

· Accepted and processed customer payments and applied toward account balances.

· Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions

EDUCATION AND TRAINING

High School Diploma

Strong Vincent High School, Erie, PA

June 1991

Some College (No Degree)

Medical Billing And Coding -October 2018- September 2019 - Ashworth College, Norcross GA

4.00 GPA

Proficient in Medical Terminology Proficient in Human Anatomy

I had to withdraw, however was ready to take my certification testing.

Insurance claims, risk management The Institute -Erie Insurance

Bookkeeping/Accounting-August 2023- Currently enrolled -Ashworth College, Norcross GA

3.00 GPA

R E F E R E N C E S

Priscilla Holmes -Hammond , former co-worker, friend-Erie Insurance

Christina Eighmy Brown-Supervisor- Erie Insurance

Alicia Aldridge- Friend-Human Resources Analyst-Erie Insurance

Strong Vincent High School 1988-1991

Ashworth College 2018-2019 Medical Billing and Coding, no degree, course withdrawn.

Ashworth College 2023-present , Bookkeeping/Accounting