Insurance AnalystInsurance Analyst

Key Achievements:

• Assess policy coverage including exclusions, limitations and conditions to ensure compliance with the terms of the contract. • Process claims appeal request. • Evaluate and process health claims based on their policy provisions. • Verify the eligibility of the claimant and the authenticity of the information provided in medical records. • Review tax implication based on the state address of the covered person. • Make decisions and exemptions on critical, high-dollar and high-risk claims. • Prepare and send correspondences to the clients.

Key Achievements:

• Assess notification of death received an decide on applicable claims based on designation entity, tax type and life product. • Prepare tax slips and accounting entries. • Calculate the death benefit and interest amount • Prepare and send correspondences to the advisors, agents, executors and beneficiaries. • Communicate with clients through phone and obtain information and answering inquiries. • Adjudicate death claims • Participate in process discoveries and propose ideas for process improvement initiatives.

Key Achievements:

• Handled team of less than 20 individuals by serving as an OIC. • Best in Accuracy – Aug 2020 to May 2022 • Tapped as Quality Analyst for Payroll Processing. • Pioneered transitioned work types in MBPS Manila. • Provides team reports to the Business Unit and review escalations. • Managed daily work volume to ensure that all requests will be processed within the target TAT. • SME for check reissue processing (2019) and facilitated cross-training program.

Key Achievements:

• Worked as back-office associate for Manulife’s US account, John Hancock Retirement Plan Services. • Mentor – Apprenticeship Batch 41 • Volunteer – Ops Admin Shared Services – HYPE Sesyonistas. • Participated different work-life balance initiatives within and outside the team.