Donna M.

Andrews
306 Claflin Court, Franklin Square, NY 11010
Phone: 516 538-0049 Email: da67ad06@westpost.net
Objective: Seeking a challenging and rewarding career as a vital team member i
n an insurance organization utilizing my vast experience in an administrative ro
le with exceptional problem solving skills, effective communication, and attenti
on to detail.
Work Experience:
A. Verrelli & Associates, Lake Success, NY May 2008--July 2
009
Case Manager - Manage all aspects of new business for Life insurance administrat
ion & customer service for existing clients.
Legacy Planning Group, Lake Success, NY August 2004--April 200
8
Operations Manager - Case Manager for Life Insurance (Large Trust Owned permanen
t contracts) & Asset Management including Annuities & Brokerage Business; as wel
l as Disability, BOE, & Health Insurance. Full implementation & Administration
for 412i, 419e, 401K Plans, & Defined Benefit Plans. Facilitating all aspects
of Underwriting from application to delivery. Preparation for new client meetin
gs-including applications and illustrations. Customer Service for all existing
client base. Interviewed for and supervised the Administrative Assistant posit
ion. Agent licensing & compliance mgmt.
H LP Associates, Jericho, NY March 2002--March
2004
Executive Administrator - Sole support expeditor to high-volume producer for Nat
ional Life of Vermont; registered securities representative. Application proces
sing, ordering of all requirements necessary, performing follow-ups to expedite
approval and delivery of contracts. Produce schedules of insurance for current
policyholders. Customer service support for: Life, pension plans, DI, BOE, Hea
lth & LTC insureds & securities clients. Assist producer with illustrations and
comparison spreadsheets for sales meetings. Record & office management respon
sibilities.
R. B. Lewis Associates, Inc., Mineola, NY Jan. 2001--Feb. 2002
Manager, Life/Accident & Health Dept. - General Agent/Brokerage Manage high
volume of new business for individual Life and Disability including: Prospect'
s first contact, create illustrations, completion of application, submission of
new business to include pre-order of any underwriting requirements, monitor and
self-employment of solutions to expedite the underwriting process, and delivery
of new business. Compose correspondence; service to existing policyholders. Li
aison with carriers' underwriting dept. to facilitate approval; trouble-shoot wi
th carriers on behalf of policyholders.
William Penn Life Insurance Co., Garden City, NY Dec. 1996--July 2000
Underwriting Dept.: Underwriting Asst/Customer Service Rep. Liaison between ge
neral agencies and home office underwriting department. Facilitate the communic
ation that enables the underwriting of a life application to run more efficientl
y. Trouble-shoot problems that arise, research discrepancies; proactively perfo
rm follow-ups on cases to expedite the approval process.
Physicians Planning Svce Corp, New York, NY Sept. 1991--Nov. 1996
Membership Services, Customer Service Rep. Initial Point of Contact Duties:
heavy phone
contact with members regarding services and benefits for five professional assoc
iations, providing detailed explanations of their disability insurance contracts
, responsible for resolving member complaints and discrepancies.
Education:
Life Office Management Association...1999-2000
Designation Diplomas Acquired: Assoc.- Insurance Agency Administration, Assoc. C
ustomer Svc.
Hofstra University Major-Communications and Speech..1991
Garden City High School Graduated with Regents Diploma.. 1987
NY State Life/Accident & Health Agent's License
Skills: Microsoft Word/Excel/PowerPoint, Outlook, Goldmine, Typing 55 WPM