JENNIFER AVILES
@jenniferaviles1
Experienced insurance case manager skilled in policy processing, client interviews, and administrative coordination.
What I'm looking for
I am an experienced insurance case manager with a strong background in life insurance policy processing, client interviews, and coordinating medical exams. Over multiple roles, I ensured application accuracy, managed medical records retrieval, and worked directly with underwriters to obtain approvals.
My experience spans office management and agent support where I provided administrative assistance for agents and project leaders, processed orders using PeopleSoft, and maintained clear communication with clients and vendors. I consistently focused on accuracy and timely delivery of policies to clients.
I bring a dependable, detail-oriented approach to insurance operations and client service, with a proven record of coordinating cross-functional tasks and improving workflow in busy insurance and administrative environments.
Experience
Work history, roles, and key accomplishments
Case Manager
The Bailey Group
Oct 2011 - Jun 2015 (3 years 8 months)
Conducted life insurance interviews, coordinated medical exams and records, and worked with underwriters to obtain policy approvals while reviewing policies for accuracy prior to client delivery.
Provided administrative support for two agents, conducted life insurance interviews, coordinated medical exams, and reviewed applications for accuracy to ensure timely policy processing.
Case Manager
Brian K. Adams & Associates
Nov 2005 - Apr 2007 (1 year 5 months)
Conducted life insurance interviews, coordinated medical exams and physician record retrieval, and reviewed policies for accuracy prior to client delivery.
Provided administrative support to Customer Service Project Leader, processed orders through PeopleSoft ESD v7.5, and notified manufacturing and carriers of open orders.
Education
Degrees, certifications, and relevant coursework
Cazenovia College
1 Year of College or a Technical or Vocational School, Human Services for the Elderly
Completed one year of college coursework in Human Services for the Elderly, finishing in 1995.
Availability
Location
Authorized to work in
Job categories
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