Tina Rivera

• Managed daily operational tasks to ensure company efficiency and productivity.
• Resolved discrepancies between the agent and the commission team.
• Developed and maintained an efficient process for tracking third-party business on a monthly basis.
• Utilized document management system to organize company files, keeping up-to-date and easily accessible data.

.

• Reviewed and processed insurance applications, verifying accuracy of information submitted.
• Updated and maintained databases with current information.
• Requested medical records and medical exams for pending applications.
• Provide agents with the progress of the application as it flows through new business/underwriting.
• Enter and track third-party business in the Affirm system.
• Mail the final policies and collect all necessary documents for completion.

• Managed high-volume inbound and outbound calls to address customer inquiries and claims.
• Provided customers with information on how to file a claim, estimated time frames for resolution of claims, and other related information.
• Worked effectively in team environments to make the workplace more productive.
• Processed claims for payment or forwarded to appropriate personnel for further investigation