Melody Li

Service and Operations Professional @New York Life

NY, US

Process 50+ cases daily, including but not limited to bill and send out 30+ e-policies, link clients’ medical reports, update changes by request on Agency and Service Portal, pay 10-20+ cases for different life and annuity policies utilizing company billing system as well as processing checks and agent’s ledger payments Serve as a communication bridge between agents and 3rd party medical vendors and 3 internal departments through the cycle of new life applications as they go through data entry, underwriting, policy issue, delivery, and payment Investigate and resolve various errors for policies with agents and managers via phone call, email, and virtual agent counter Review and ensure 100% compliance of case requirements before submitting for underwriting review, and audit client/agent signatures on required documents Additional responsibility beyond role by supporting contracting team in agent’s licensing registration for different states Provide professional day-to-day service to clients in locating their policy details and assigned servicing agent when requested