Supporting Lloyds Banking
• Process life insurance policy servicing requests, customer record updates, and protection-policy changes in line with internal controls and compliance procedures.
• Review and action Power of Attorney and Letter of Authority requests, validating authorised representatives and adviser permissions before policy access is granted.
• Manage high-volume policyholder requests while maintaining accurate records, confidentiality, and required turnaround standards.
• Prepare hourly and end-of-day operational reports for reporting analyst teams, providing timely visibility of completed work, outstanding cases, and productivity trends.
• Developed and maintained Excel Macro-based tracking tools to monitor completed processes, work queues, productivity, and unresolved tasks.
• Identified workflow bottlenecks and reasons for incomplete tasks, improving visibility of operational delays and supporting targeted process improvements.
Blue Cross Blue Shield - Healthcare Insurance Support
• Processed healthcare insurance enrolments, policy updates, and member servicing requests within a high-volume insurance support environment.
• Reviewed eligibility requirements, prior coverage information, effective dates, beneficiaries, dependants, and waiting-period waiver requests for accurate policy administration.
• Processed additional coverage requests, including dental and vision benefits, in accordance with plan rules and client procedures.
• Maintained accurate and complete policyholder records while handling confidential healthcare information in line with HIPAA and data privacy requirements.
Verified
