Tasha Boyer
Lenhartsville,PA
Summary
Dedicated Case Manager with a proven track record in managing complex life insurance applications for high-net-worth clients. Expertise in collaborating with agents, resolving underwriting requirements, and ensuring timely and accurate policy delivery to enhance overall client satisfaction. Organized and proactive in partnering with agents, clients, carriers, and internal teams to streamline case progress and eliminate obstacles. Committed to leveraging strong multitasking abilities, regulatory knowledge, and a customer-first mindset to drive operational efficiency and support business growth within a high-performing team.
Overview
13
13
years of professional experience
Work History
ADMINISTRATIVE ASSISTANT
GEMSS North America, Inc.
Hamburg, PA
03.2013 - 10.2015
- Managed office/various duties for a growing medical systems organization -
- Created Database: Generating Reports for officers - Financial Reconciliations
- Managed daily office operations including scheduling appointments and maintaining files
- Provided exceptional customer service by responding to inquiries and resolving issues
- Coordinated meetings and prepared agendas, minutes, and reports
- Handled correspondence, including emails and phone calls, with professionalism
- Assisted in the preparation of financial reports and budgets
SALES ADMINISTRATIVE ASSISTANT
The Mailshark
Reading, PA
10.2015 - 11.2018
- Coordinated sales schedules and maintained CRM database to streamline operations
- Managed customer inquiries and resolved issues to enhance client satisfaction
- Assisted in preparing sales reports and presentations for management
- Supported sales team with administrative tasks and order processing
- Communicated effectively with clients to provide product information and updates
- Managed daily correspondence, ensuring timely responses to client inquiries and requests.
- Streamlined filing systems, improving accessibility of documents for team members.
LICENSED AGENCY COORDINATOR
Transamerica Life Insurance Company
11.2018 - 03.2025
- Managed customer accounts and provided personalized support to policyholders
- Coordinated with underwriting teams to process life insurance applications
- Developed and maintained accurate records of client policies and claims
- Assisted in training new staff on company procedures and software applications
- Communicated effectively with clients to explain policy features and benefits
- Implemented process improvements to enhance customer service and efficiency
- Resolved client inquiries and complaints in a timely and professional manner
Case Manager
Transamerica Life Insurance Company
03.2025 - Current
- Manage life insurance case processing, partnering with agents to ensure accurate application submissions, timely follow-ups and smooth movement through underwriting,
- Serve as a primary point of contact for agents, providing clear guidance on case requirements, product guidelines, and specific product processes to reduce delays and improve placement ratios.
- Reviewed applications for completeness and compliance, identifying missing forms or medical requirements and proactively coordinating with agents to resolve issues quickly.
- Monitored underwriting progress, communicating status updates, next steps, and outstanding requirements to agents and applicants.
- Coordinated medical exams, APS orders, and financial documentation, ensuring all underwriting requirements were completed within timely accordance.
- Built strong working relationships with agents by providing responsive, high-quality support and delivering a seamless submission-to-issue experience.
- Maintained detailed case notes and documentation ensuring accuracy for audits and streamlined communication.
- Collaborated with internal teams (new business, underwriting, commissions) to resolve complex case issues and expedite policy issuance.
Education
Licensed in Annuity Life - Health Insurance
Skills
- Excellent communication skills
- Strong problem-solving abilities
- Customer relationship management
- Empathy and active listening
- Team collaboration
- Adaptability and flexibility
- Time management
Timeline
Case Manager
Transamerica Life Insurance Company
03.2025 - Current
LICENSED AGENCY COORDINATOR
Transamerica Life Insurance Company
11.2018 - 03.2025
SALES ADMINISTRATIVE ASSISTANT
The Mailshark
10.2015 - 11.2018
ADMINISTRATIVE ASSISTANT
GEMSS North America, Inc.
03.2013 - 10.2015