C Urbanski Location: Manchester, CT 06042 ... d in a professional team environment while thinking of ways to make the over-all business process more efficient. Professional Experience LIMRA, Inc/LIMRA LOMA; LL Global, Windsor, CT ~ 4/08-11/08 RETIREMENT RESEARCH ANALYST My primary responsibilities include conducting research on new retirement products (annuities and mutual funds) and performing various types of market analysis. Prepare research reports on annuities for publication Maintain two web pages on the company website (fixed annuity interest rates and annuity product materials) Analyze and compile retirement industry sales – specializing in annuities Industry weighting and forecasting Administer surveys Prudenti ...
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E Greaney Location: Manchester, CT 06040 ... n expertise in operations, finance and information technology. Strengths include planning, research, analysis, and resource allocation for maximum profit potential. Detail oriented, resourceful and thorough - always willing to put forth the effort required to achieve superior results. Excellent interpersonal and communications skills, with the ability to relate well at all levels. Experienced in system design and implementation. EXPERIENCE 2008 Assistant Controller BARAN INSTITUTE OF TECHNOLOGY, Windsor Locks, CT 06096 Responsible for financial statement preparation, accounting operations, staff supervision and audit relations. 1/2007 - 11/2007 Finance Director NETWORK, INC ...
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D Urbanski Location: Middletown, CT 06457 ... England and elsewhere.Abilit y to perform complex audit work; accounting review of agent's escrow accounts including verification of three way reconciliation; and to communicate effectively in writing and orally.Analytica l ability sufficient to systematically appraise and verify both the escrow accounting and underwriting practices of each agent and to ensure the consistent application of accepted industry standards.EXPERI ENCE LandAmerica Financial Group, Inc., by acquisition now Fidelity National FinancialSenior Agency Auditor, June 1998 - PresentIndepende ntly audit existing agents, review underwriting and closing procedures and verify that appropriate business practices and accountin ...
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S Kirby Location: Bridgeport, CT 06606 ... ng, and operations. Experience: US Reports, Inc, Loveland, Colorado2008 - Present Premium Insurance Auditor Conduct audit of selected commercial lines adjustable policies by reviewing the insured's business operations, including examining, verifying and recording pertinent classification-r elated data from financial and business records. Determine or develop exposure basis and classification. Converse issues and problems with the insured to ensure understanding of a change in exposure and to maintain good customer relationship. Overland Solutions, Overland Park, Kansas2007 - 2008 Premium Insurance Auditor Perform complex audits by examining employer’s accounting records for corr ...
91 hits
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S Tharas Location: Brookfield, CT 06804 ... highest customer satisfaction rating, and has garnered numerous awards.Customer- focused, highly organized self-starter with effective customer interfacing skills and demonstrated ability to manage solution strategy, product offerings and provide support to customers.Proact ive in identifying and solving problems with ability to recognize strengths in staff and peers to achieve best use of resources. Skilled at grasping technical concepts quickly and communicating in an easy to understand manner to produce desired results.Articula te communicator who can easily speak the languages of both people and technology, blending the two with exceptional interpersonal skills while interacting effecti ...
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J Johnson Location: Danbury, CT 06810 ... oy working in a team, fast-paced environment and capable of working with minimum supervision. EDUCATION: Associates Degree in Sciences/Liberal Arts Naugatuck Valley Community College January 2006 WORK EXPERIENCE: 01/2007 – Present: Cartus Relocation Co. Bank Information Processor for the Financial Control Team in Relocation Accounting. Enter bank information and remit to addresses in Customer’s profile. Respond to customers inquiries via fax and emails. Deliver impeccable customer and telephone service. Contact customers and financial institutions with revised information, with the ability to promptly and accurately resolve matters in a professional and sen ...
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S Trevethan Location: Berlin, CT 06037 ... dvisor recruiting, development, supervision, and retention. A history of creating successful teams and managing large groups. Has consistently exceeded goals by increasing sales and controlling expenses to create successful business units. WORK EXPERIENCE CHARTER OAK INSURANCE AND FINANCIAL SERVICES (Mass Mutual Agency) (2007 -2009) VP Agency Supervisory Director 2009 Responsible for the supervision and training of 300+ producers and staff members over multiple states. Worked closely with the agency sales managers in the development of their individual offices. Helped spearhead a successful team to streamline work flows, supervisory processes, and general agency management. Was activ ...
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L Sokoloff Location: Hartford, CT 06103 ... ability Claims Management, Workers Compensation, and Healthcare Claims Administration. My knowledge includes, but is not limited to, general insurance policies, legal guidelines, customer relationships, liability and production standards, medical terminology and appropriate resource utilization. I take great pride in my ability to accurately interpret and evaluate numerous and wide varieties of procedural policies and provisions. I have also acquired a thorough competence level in the understanding and review of medical evaluations generated by physicians, nurses, and clinical experts of all specialties and disciplines. In addition, I have acted as a key participant in the overall creatio ...
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B Meadows Location: Bethel, CT 06801 ... y of Qualifications Series 6 certified Outstanding communication skills Ability to apply concepts quickly Background interacting with agents Detail oriented Work well in team environment Education University of Connecticut - Storrs, CT, May 2009 Degree: Bachelor of Arts in Economics (Deans List) Selected Coursework: International Finance, Health Economics, Theory of Labor Markets Professional Experience Cartus Relocation Corporation, Danbury, CT May 2008 - August 2008 Real Estate Services Internship ...
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K Yeargan Location: Derby, CT 06418 ... e business with a strong emphasis on customer service. Excellent communications and interpersonal skills. Microsoft Word, Excel, and Outlook knowledge Trained in current procedural terminology coding, ICD-9 coding Coordination of Insurance benefits Trained in IDX Sysyem Work History: 2007-2007 Jackie Matchett Personnel- Yale University-Data Entry II Knowledge in IDX System Posted Payments to Members and students accounts Medical Coding for Diagnosis on Encounters Enter Motor Vehicle cases and Workmen's Comp Enter Encounter claims into the IDX system 2005-2006 Office Receptionist- Disability Resource Network A strong knowledge of the Payroll- QuickBooks Worki ...
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