Accomplished professional in claims processing and policy interpretation with extensive experience at Momentum Metropolitan. Demonstrates expertise in enhancing operational efficiency and client satisfaction through rigorous documentation review and adherence to professional ethics. Skilled in leveraging Business Process Management (BPM) systems to streamline operations, resulting in notable advancements in claims handling and policy accuracy.
Efficiently collect, organize, and manage client and policy data to ensure accuracy and completeness.
Utilize advanced data management systems to maintain up-to-date records and generate insightful reports.
Collaborate with the sales team to design and tailor insurance solutions that meet client needs and business objectives.
Analyze client requirements and market trends to recommend and develop effective policy structures.
Develop and execute strategic social media campaigns to promote insurance products and services.
Monitor social media channels for engagement opportunities, industry trends, and customer feedback.
Analyze client feedback and retention metrics to identify areas for improvement and develop actionable plans.
Conduct regular follow-ups and review sessions with clients to address their evolving needs and concerns
Documentation Review
Professional ethics
Policy Interpretation
Financial Acumen
Claim evaluation
Claims Processing
Microsoft Office Suite
Case Presentation
MS Office
Zendesk
CICS
DMS
Organizational Skills
Policy analysis
Driver’s License: Code 10 (C 1)
References available on request.