Word Processing Specialist Resume
Richmond, VA
SUMMARY:
- Technical administrative professional with extensive and varied experience in highly - regulated insurance industry.
- Quickly learn new computer software and systems
- Well organized with the ability to multi-task to achieve higher productivity
- Handled sensitive business issues with discretion and professionalism
- Communicated clearly and persuasively; both written and verbally
- Results oriented - proven ability to set and meet aggressive goals
- Experience with data bases and extracts
- Experience with QA & UAS testing
- Delivered outstanding customer service skills to distributors
COMPUTER PROFICIENCIES:
Word, WordPerfect, Outlook, Tracker, Access, Excel, Business Objects, QuickBooks Pro, Winflex, Ingenium, Transcend, Lifecomm, xPression, Exstream Cash Surrender Value 1.0, eProcess, Documerge, FileNet., Image Right, and Caps Submission System.
CAREER HIGHLIGHTS:
Confidential, Richmond, VA
Word Processing Specialist
Responsibilities:
- Assisting with System Conversion. Converting policy print documents from xPression to new policy print system called Exstream.
Confidential, Richmond, VA
Centralized Clearance Technician
Responsibilities:
- Submission entry, including sorting and distributing to underwriters utilizing Image Right, Caps Submission System and the Excel Casualty Agency Assignment list.
- Process incoming mail and letters for agent declinations and inquiries.
- Communicate with outside Agents to request information.
- Issuance of New and Renewal policies.
Confidential, Richmond, VA
Data Entry Operator
Responsibilities:
- Compiled policy print from old Documerge system and typed into new policy print system called xPression.
- Validated new product print output prior to release to testers to confirm accuracy and insure new information reached production quickly.
- Utilized workflow processing system (eProcess) and policy administration systems (Ingenium & Transcend) for Regulation 60 review and transaction processing.
- Completed Annuity & Life Insurance presale paperwork for distributors by following the guidelines of the Confidential Regulation 60 Procedures.
- Delivered excellent customer service skills using phone contact and e-mail to Distributors. Received Annuity New Business Call Center Training to provide excellent service to distributors on a consistent and measurable basis.
- Resolved issues when NY Regulation 60 request(s) are considered Confidential by compliance and surrendering carriers. Utilized problem resolution skills by negotiating compliant alternative solutions to our distributors.
- Responded to incoming inquiries (phone, e-mail, or written correspondence) in both a timely and professional manner for Internal & External Wholesalers to partner for more business.
- Created Standard Operating Procedures for Tax Department for internal control review and cross training purposes.
Product Compliance Tech Specialist
Confidential
Responsibilities:
- Collaborated conversion of policy print coding from old systems to more cost effective and user-friendly system.
- Prepared the Document Issue packages for new and post issue business in xPression and Lifecomm.
- Validated new product print output prior to release to testers to confirm accuracy and insure new information reached production quickly.
- Edited the funds quarterly on the company’s data pages in two systems, enabling company to be in compliance with Fund Advisors.
- Edited and maintained state required documents (50 states) for Lifecomm and xPression systems.
- Adopted and posted Confidential (Plan Description Files) for 30+ testers on one central website.
- Documented change requests completed using electronic request for service system.
Confidential, Richmond, VA
Confidential Temporary Employee
Responsibilities:
- Coordinated with team to meet technical coding deadlines for legal entity name change project.
- Changed company name and logo on thousands of programmed documents.
Confidential, Richmond, VA
Quality Control Reviewer
Responsibilities:
- Evaluated vehicle titles for lien omissions, sales tax errors, customer signatures and other details to reduce the number of fraudulent licenses issued.
Confidential, Manakin-Sabot, VA
Co-Owner
Responsibilities:
- Maintained home-based business with partner, managed payroll, balanced books & handled tax matters.
Confidential, Richmond, VA
Policy Forms Coordinator / Compliance Specialist
Responsibilities:
- Maintained 3 print systems with product information (Transcend, Mainframe & Documerge).
- Effectively met technical coding deadlines for legal entity name change project.
- Coordinated with Compliance department to prepare policy print & data pages for production.
- Verified conversion process to new system and manually performed fixes where conversion failed.