Detail-oriented and process-driven professional with a strong background in insurance operations, data processing, and workflow development. Experienced in handling end-to-end policy management tasks including policy payments, renewals, data updates, and broker support. Proven track record in streamlining processes and implementing cross-departmental improvements to enhance operational efficiency. Skilled in working with tools such as Applied Epic, AMS360, Salesforce, Microsoft Outlook, and SharePoint. Adept at collaborating with departments such as submission, certificate, accounting, and data teams to identify inefficiencies and execute workflow enhancements. Fully equipped for remote work with a reliable setup and a commitment to accuracy, consistency, and continuous growth.
Experience: 1 - 2 years
Creating workflow for all departments and handling process changes for an large Insurance account
Experience: 2 - 5 years
Insurance VA
Experience: 1 - 2 years
Experienced in accurate and efficient data entry with a strong focus on maintaining confidentiality and data integrity. Familiar with insurance documentation, and policy management systems. Proven ability to handle high volumes of information with attention to detail and speed
Experience: 1 - 2 years
Skilled in managing and maintaining SharePoint, with experience in content organization, user permissions, and workflow automation. Proficient in creating and customizing libraries, lists, and pages to support team collaboration and information management. Strong focus on usability, version control, and data security
Experience: 1 - 2 years
Experienced in using Applied Epic for managing insurance operations, including policy creation, renewals, data updates, and client information management. Proficient in navigating the system to support workflow efficiency, ensure data accuracy, and streamline processes across commercial lines and internal departments.
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