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31 Boutelle Road Sterling, MA 01564 (978) 422–3556
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Demonstrated 14–year record of professional development and growth within a large disability underwriting organization. Assumed increasing levels of responsibility in a succession of roles, each with greater levels of discretion, referrals, leadership and project management.
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| UNUM Provident Corporation |
Worcester MA |
1989–present |
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- Acquired extensive knowledge of the financial underwriting of disability, business overhead and buyout insurance with working knowledge of individual and business tax documents, employment contracts and balance sheets.
- Developed medical underwriting expertise, including analysis of a wide array of medical conditions, physician documentation and knowledge of industry privacy guidelines.
- Collaborated in the revision and modernizing of the underwriting medical manual to keep department guidelines current with new medical thinking and company claims experience.
- Serviced large national accounts such as The New England, The Equitable, AON Consulting and USAA. Contributed to a 31% increase in year–to–year placed and paid business in my first year working with USAA. Traveled to client's location to present product seminars to increase submission of business.
- Negotiated underwriting decisions with sales consultants to achieve proper balance of business objectives with clients' needs on individual and large group multi–life employer cases.
- Mastered the use of the OS/2 BEST Application Imaging System, quickly adapting my skills from the previous paper file work environment.
- Trained and supervised the mentoring of newer underwriters in one-on-one referral instruction, and responsible for overview of their caseload and quality of work.
- Created department standards for underwriters in the proper thorough review and documentation of casework implemented across all company locations.
- Supported the company position in legal depositions involving disputed cases and interpretations of contract wording.
- Acted as liaison to the claims department in discussion group to review procedures and recommend needed enhancements to policies and practices.
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| Fitchburg State College |
Fitchburg MA |
1984–1988 |
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LOMA I & II
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Available upon request.
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