
I work as a Life Insurance and Annuities Claim Intake Executive, responsible for receiving and reviewing life insurance claims. I verify claim forms and required documents, ensure all information is accurate and complete, and contact families if anything is missing. I provide claim status updates, answer questions with care, and accurately enter data into the system. I follow company policies and U.S. laws while supporting families with a polite and compassionate approach during difficult times.
Identify potential risks such as theft, accidents, and natural disasters that could affect the insured asset.
Analyze how frequently these risks may occur and evaluate their potential severity (risk assessment).
Provide detailed risk analysis to underwriters to support decisions on coverage inclusions and exclusions (policy terms).
Assist in determining appropriate insurance pricing based on assessed risk levels (premium calculation).
• Identified potential customers and developed strong relationships.
• Successfully closed sales deals and achieved targets.
• Prepared weekly sales performance reports for senior management.
• Developed sales strategies to increase market share.
• Identified customer needs and offered customized financial solutions.
• Used cold calling and networking to generate new business.
• Negotiated contracts and closed deals to maximize profits.
Death Certificate & Policy Verification
Attention to Detail & Accuracy
Beneficiary & Policyholder Verification
Problem Identification & Resolution
Time Management & Multitasking
Team Coordination with Claims Adjusters
Professional & Polite Communication