Samantha Swartz
Boston,MA
Summary
Detail-oriented administrative professional with experience in insurance administration and account analysis. Skilled in managing policies, processing claims and maintaining accurate financial records. Proficient at streamlining office operations, ensuring compliance, and providing excellent customer service. Seeking an administrative role in the insurance industry to leverage organizational skills and analytical skills.
Overview
5
5
years of professional experience
Work History
Account Analyst
John Hancock IGP
08.2023 - Current
- Act as the primary liaison between the parent company, network partners, and internal teams to streamline global insurance operations
- Manage client accounts, ensuring policy accuracy, timely renewals, and efficient claims processing while resolving discrepancies
- Coordinate monthly meetings with key partners, developing agendas, presenting data, and tracking action items for accountability
- Monitor key performance metrics to ensure compliance with service agreements and optimize pricing strategies in collaboration with finance and underwriting teams
- Work cross-functionally with sales, underwriting, and claims teams to address client needs and enhance overall account management
Administrative Coordinator
John Hancock IGP
07.2021 - 08.2023
- Provided operational support to underwriting, claims, and Account Management teams
- Processed and reconciled dividend payments for policyholders, ensuring accuracy and timely distribution
- Leveraged financial software and spreadsheets to track, forecast, and optimize dividend distributions
- Identified process inefficiencies and implemented improvements to enhance payment processing workflows
- Collaborated with finance and accounting teams to verify payment calculations and resolve discrepancies
- Increased team productivity with effective delegation of tasks and prioritization of responsibilities.
Service Associate
Eastern Bank Corporation
10.2020 - 07.2021
- Handled inbound and outbound customer calls, assisting with account changes, product recommendations, and SBA loan applications
- Provided guidance on banking products and services, enhancing customer experience and engagement
- Built and maintain relationships with prospective clients by presenting Eastern Bank’s offerings
- Researched and reconciled customer accounts and invoices to ensure accurate billing
- Drove customer loyalty and repeat business through proactive relationship management
- Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
Event Intern
AJ Events
06.2020 - 10.2020
- Conducted outreach to potential clients via cold calling and email marketing campaigns
- Assisted with high-profile event auctions, coordinating logistics and facilitating client participation
- Managed financial documents and performed data entry into financial systems
- Represented the agency on-site at events, ensuring seamless execution and client satisfaction
- Maintained strong relationships with existing clients, supporting ongoing business development
- Researched and analyzed vendor options to optimize event experiences
Education
Bachelor of Science (B.S.) 2016-2020 - Recreation Management & Policy, Program And Event Management
University of New Hampshire
Durham, NHSkills
- Problem solving
- Time management
- Attention to detail
- Multitasking capacity
- Excel spreadsheets
- Customer relations
- Organization skills
- Desire to learn
Timeline
Account Analyst
John Hancock IGP
08.2023 - Current
Administrative Coordinator
John Hancock IGP
07.2021 - 08.2023
Service Associate
Eastern Bank Corporation
10.2020 - 07.2021
Event Intern
AJ Events
06.2020 - 10.2020
Bachelor of Science (B.S.) 2016-2020 - Recreation Management & Policy, Program And Event Management
University of New Hampshire
Similar Profiles
Whitney GibsonWhitney Gibson
CNA at John HancockCNA at John Hancock
Peter M. ChambersPeter M. Chambers
Director – Operations – Strategy/Execution – Life Insurance at John Hancock Financial ServicesDirector – Operations – Strategy/Execution – Life Insurance at John Hancock Financial Services
Matt Van Den BroekMatt Van Den Broek
Advanced Support, Senior Consultant at John HancockAdvanced Support, Senior Consultant at John Hancock