Life Insurance Customer Care
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I am an experienced Life Insurance Representative with 22 yrs of service. Looking for a change in my career.
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
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.
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
Strong Vincent High School, Erie, PA
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
