Mary Glatch. CEBS

Mary Glatch. CEBS

Case Manager/Conversion Unit

Followers of Mary Glatch. CEBS877 followers
location of Mary Glatch. CEBSWaterford Town, Wisconsin, United States

Connect with Mary Glatch. CEBS to Send Message

Connect

Connect with Mary Glatch. CEBS to Send Message

Connect
  • Timeline

  • About me

    Benefits Assistant

  • Education

    • CEBS courses

      -

      I completed CEBS courses I, II,III IV and earned my Group Benefit Associate (GBA) designation. I am currently enrolled in course V Retirement Plans Part 2

    • MRA courses

      2018 - 2018

      MRA courses: Employee Benefits Certificate Series--Employee Benefits A to Z, Design and Administration of Employee Benefit Plans, 401(k) Plan Design and Administration, and Benefit Communication Best Practices=2018

    • Waukesha County Technical College

      2020 -
      Microsoft Word, Power Point, Excel courses
    • Viterbo University

      1982 - 1986
      Bachelor's degree Human Resources Management/Personnel Administration, General
  • Experience

    • Old Line Life Insurance Co.

      Jan 1994 - Jan 1997
      Case Manager/Conversion Unit

      Processed conversions and maintained case files, provided customer service to agents and insureds, calculated premiums, applied cash to policies, and verified policies

    • Medical College of Wisconsin

      Jan 1997 - Jan 2001
      Central Information Coordinator

      -Schedule appointments for numerous clinics-Registered new patients, verified and updated information on existing patients-Called managed care plans to obtain referral authorizations-Obtained pre-certification for MCW insurance

    • Catholic Financial Life

      Jan 2001 - Jan 2018
      Senior Underwriting Associate

      -Underwrote and approved Juvenile Life contracts and conversion applications-Interviewed applicants via phone for medical and lifestyle information-Wrote and organized conversion credit procedures-Consistently exceeded advisors expectations with accuracy and processing timeframe on cases-Initiated raising the amount to open an annuity contract from $50.00 to $300.00 which resulted in all new annuities being profitable.

    • Northwestern Mutual. Contract position through K-force

      Nov 2018 - Jan 2020
      Exchange Analyst

      Initiated update of 1035 Exchange Directory. Approximately 50% of the companies called now allow paperwork to be faxed or emailed.Communicated with over 20 insurance companies per day for the status of the 1035 exchange.

    • Northwester Mutual Life Ins Co

      Jul 2020 - May 2022
      Life Benefits Analyst

      Analyze and pay Life Insurance claims up to $1 million dollarsAnswer a high volume of phone calls and work with beneficiaries in difficult situations

    • Komatsu

      Apr 2022 - now
      Benefits Assistant

      General support for Benefits DepartmentPrepare department invoices for review and approvalWork on department projects as assigned.

  • Licenses & Certifications

    • LOMA Life and Health Underwriting Course 386 May 2015

      May 2015
    • CC

      Toastmasters International
      Jan 2018
    • Fellow, Life Management Institute (FLMI)

      LOMA
    • Certified Employee Benefit Specialist (CEBS)

      International Foundation of Employee Benefit Plans (IFEBP)
      Mar 2020
  • Honors & Awards

    • Awarded to Mary Glatch. CEBS
      2nd Place Area F-1 Speech Contest Toastmasters Mar 2018 I placed 2nd in the F-1 Area Speech Competition & competed at the District Level in April 2018