Case Manager Resumes in US-New York-New York City: Angela

Case Manager Resume

Contact Candidate

Name:

Angela

Location:

US-New York-New York City

Experience:

Most Recent Job Title:

Case Manager

Objective:

An Administrative position to utilize my skills and experience in the life insurance process.

Resume Text:

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ANGELA SANTUCCI

Cell# (201) 736-8841 Tucci23.1@juno.com

Title: Administrative Asst /Underwriting Assistant /Case Manager /Insurance specialist.

Key Objective: Provide administrative and/or underwriting support in utilizing my skills and experience.

Employment Experience

8/2006 – 7/2008 ASG/Agent Support Group, Co. 99Park Avenue, New York, NY 10016.

Case Manager

• Dealing with life insurance brokers and carrier underwriters.

• Scrubbed & Processed Life, LTC and DI applications.

• Reviewed all aspects of the underwriting process, ordering attending physician’s statements, inspections and exams.

• Submission of informal applications for tentative medical underwriting offer.

• Data entry applications / Daily phone activity with clients and carrier underwriters.

4/2005 – 7/2006 Spalding Financial Group, Inc. 595 Madison Avenue, New York, NY.

Underwriting Assistant (company moved to Miami)

• Supported underwriters that underwrote cases in excess of $10 million.

• Ordered Attending Physicians Statements (APS) and updates.

• Scheduled Inspection Appointments.

• Setup Smart Office Files and Folders for new clients.

• Scanned and organized documents – Medical Release, Aps, Exams, Applications, etc.

• Daily Maintained an APS Spreadsheet in excess of 50 cases.

• Organized APS checks, reimbursements and reports.

• Ordered office supplies.

• Scheduled Exams Appointments with EMSI, Portamedic, Exam One, and Superior Medics.

6/2002 – 4/2005 Winged Keel Group, Inc. 1430 Broadway, New York, NY.

Underwriting Assistant

• Assistant to three underwriters.

• Maintained “Variable Marketing Kits and Prospectuses” (Compliance Procedures).

• Retrieved and completed Life Insurance Applications (w/trusts) from various carriers.

• Ordered Attending Physicians Statements, Exams and Inspections.

• Retrieved and printed Illustrations.

• Worked on “Pending Case Management Report” on a daily basis.

• Requested and processed Renewal Licenses for different states and carriers.

• Closed and break down of new business files.

• Submitted “Applications for Replacements” (Regulation 60) and Term Conversions.

Transfer – 5/2002 Mony Insurance Company – 260 Madison Avenue, NY.

TPS Marketing Coordinator

• Supported Top Producers with New Business Underwriting.

• Maintained and updated Marketing Materials for Compliance.

• Performed general office and telephone duties.

• Prepared various reports and projects as required for producers and agency.

• Maintained client database.

• Organized licensing applications for renewal in different states.

• Prepared Weekly Submission Report of all new business.

• Monitored New Business and Case Preparation Activities, which included: Illustrations, Application Forms, Investment Applications, and Case Requirements.

• Processed Variable Annuity Applications and Replacements (Reg 60).

5/2000 – Transfer Mony Insurance Company - Kew Gardens, NY.

Marketing Support Coordinator

• Office Manager to a detached office – 20 agents and 2 District Managers.

• Administrative and Secretarial duties.

• Upgraded and maintained office programs, procedures, and equipment.

• Processed incoming and outgoing mail and ordered office supplies.

• Created “Compliance Correspondence Report on weekly and monthly basis.

• Produced weekly “Special Delivery Letters” for clients.

• Wrote “Monthly Manager’s Report” for district manager.

• Review new business applications for completion and submission.

EDUCATION:

The Career Center, New York, NY

Certified Microsoft Office

LaGuardia Community College, Long Island City, NY

Secretarial Science

Queensboro Community College, Bayside, NY

Data Processing

Newtown High School, Elmhurst, NY

Graduated – Diploma

Kaplan Financial Education, NY

SKILLS:

Microsoft XP/Vista (Basic outlook, word, excel, power point)

Internet Research, Smart Office/ Scan Documents/ Faxing

Lotus Notes / Zebu Program.

References: Provided Upon Request.

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