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Word Processing Specialist Resume

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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.

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