
Mary Glatch. CEBS
Case Manager/Conversion Unit

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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 - 2018MRA 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 - 1986Bachelor's degree Human Resources Management/Personnel Administration, General
Experience

Old Line Life Insurance Co.
Jan 1994 - Jan 1997Case Manager/Conversion UnitProcessed 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 2001Central 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 2018Senior 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 2020Exchange AnalystInitiated 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 2022Life Benefits AnalystAnalyze 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 - nowBenefits AssistantGeneral 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 InternationalJan 2018
Fellow, Life Management Institute (FLMI)
LOMA.webp)
Certified Employee Benefit Specialist (CEBS)
International Foundation of Employee Benefit Plans (IFEBP)Mar 2020
Honors & Awards
- Awarded to Mary Glatch. CEBS2nd 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
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