

Case Manager - Life Insurance managing life insurance cases and completing 10–20 follow-ups per week across life insurance providers and updating information in Redtail, and Salesforce workflows. Coordinates follow-up with agents and external insurance case managers, resolves case issues, and keeps records moving through review and documentation steps with clear communication. Monitors pending cases through Insurance portals to ensure requirements are completed. Brings reporting support through Excel reports and accurate data entry.
MS Word
PowerPoint
Excel
Data entry
Salesforce
Case management
Collections management
Customer account resolution
Escalation management
I like listening to music of different languages as I'm an auditory learner. Draw illustrations of what interests me, like anime and nature. I read mangas for fun and in the original language it was written in to enhance my reading skills in other languages, I also like reading thriller and horror detective novels as I want to know what goes on in the mind of the person's point of view.