Sean Kelly

Sean Kelly
10032 Cook Avenue ◊ Oak Lawn, IL 60453 ◊ (630) 881-4431 ◊ seanmkelly1620@gmail.com

SUMMARY
Highly efficient and organized professional with proven experience in the financial industry. Dedicated team player and collaborator who sees the big picture, and acts quickly on problems for accurate and efficient resolution. Utilizes resources and displays independence and ownership on researching and resolving issues while supporting other departments, and organizational profitability.

CORE SKILLS:
Customer Service, Training, Team Development, Coaching, Office Management, Sales, Report Generation, Mutual Funds, Loans, Data Analysis, Troubleshooting.

EXPERIENCE
Liberty Mutual Insurance, Warrenville, IL
Licensed Auto Claims Adjuster, 2017
Reviewing third party auto accident claims and making a liability decision to determine which party is majority at fault for an automobile accident. Responsible for protecting Liberty Mutual policyholder’s from claims against their automobile liability policy.
Deliver exceptional customer service with care and compassion, make it easy for the customer, act with integrity, and demonstrate expertise.
Review the initial facts of loss to determine if a claim requires a proper liability investigation.
Make outbound call to the third party or the third party insurance carrier and make first contact. Advise them if I have enough evidence to accept liability or if I need to more information to make a decision on liability.
Obtain contact information of the third party and upload to my file. Mail letters to the claimant, per State Insurance Laws and Regulations. Update information about the vehicle involved in the accident.
Gather evidence to conduct a thorough liability investigation: obtain recorded statements from the parties involved, order police reports, obtain photos from the accident, and use online resources to locate scene of accident.
Use of insurance industry tools to process claims. ISO Claimsearch to protect policyholders from potential fraudulent claimants. Liability Navigator to determine range of percent each party is responsible for the accident.
Once a liability investigation is complete, make contact with the Third Party and advise them if we have accepted liability for the accident or if we deny their claim per the state’s Negligence Laws.
Make arrangements to have their vehicle or property appraised and repaired. Schedule a reservation with an automobile rental company to provide the individual a replacement vehicle while their vehicle being repaired. Issue payment to the claimant, the repair shop, or the billing provider responsible for repairs.

William Blair & Company LLC, Chicago, IL
Operation Associate, 2015 – 2017
Opening, maintaining, and servicing investment accounts for the company’s high net worth clients and institutions. Responsible for entering delivery instructions to ensure that high volume trades process and settle on time.
Reviewed paperwork and opened accounts in multiple systems. Verified the client provided the proper documentation to open personal trading, retirement, estate, trust, limited liability, and institutional accounts.
Assisted in the conversion of 28,000 accounts from our Broadridge system to the Streetscape system. Worked on multiple clean-up and data verification projects in order to make sure there was a seamless transition between systems.
Took ownership of an cost saving initiative to suppress the mailing of trade confirmations and account statements. Searched for existing consent forms and updated all of the subaccounts associated with that client. Located accounts that were missing consent forms and instructed the sales team to contact their client and complete the form. Tracked the accounts on a spreadsheet and followed up with the sales teams. Reviewed data each month to track progress through reports which showed a decrease in copies being mailed.
Trained associates to open and service accounts.
Created training manuals which outlined the account opening and maintenance procedures that can be used as resource for when I needed backup.
Responsible for daily tasks which included entering range requests, buy in notices, DTC reject reports, scanning paperwork, processing return mail, and reviewing OFAC reports.
Monthly responsibilities included sending institutional account number lists for principal signature and scanning the signed corporate and municipal account applications.

Edward Jones, St. Louis, MO
Mutual Fund Account Service Specialist II, 2006 – 2012
Responsible for providing detailed, accurate and timely support to Edward Jones branches and other internal departments regarding mutual funds (529 plans, IRAs, and Roth’s), while delivering excellent customer service, adhering to industry laws and regulations, and working in a fast-paced and dynamic environment.
Answered incoming calls and written correspondence and communicated operational procedures and processes to branch associates on issues related to customers’ mutual funds, including but not limited to, researching questions about client accounts (single, joint, trust, retirement, and college savings accounts), entering mutual fund trades, and identifying appropriate solutions to process transactions.
Partnered with Mutual Fund Operations and various Mutual Fund Companies to adhere to policies and procedures.
Completed necessary training and kept up-to-date on changes in processes or information necessary to excel at the job.
Recognized by the Service Division in March 2008 for providing exemplary customer service.
Selected to attend a company sponsored meeting with a veteran Branch Office Associate to brainstorm ideas on how to improve the Operations Department. Developed and communicated meeting results to Mutual Funds department and led the initiative on how the department could improve its service levels.
Assisted in the development of processes to decrease customers’ questions and concerns. Identified frequently asked questions, recommended answers, and shared them with team leader to improve departmental procedures.
Participated in cost saving efforts during the economic downtown which was negatively impacting the finance industry.

Washington Mutual, Lombard, IL
Customer Care Specialist 2005
Responsible for assisting Loan Officers with customer requests about the status of their loan application process.
Provided customer care for loan officers in an efficient and friendly manner.
Accurately and timely answered inbound calls regarding Home Equity Lines of Credit and Home Equity Loans application using broad knowledge and experience of the loan approval process.
Worked with the Processing, Underwriting, and Closing/Funding departments to troubleshoot, escalate, or provide missing information required to complete any loan application process.
Used effective communication skills with Loan Officers to assist them with their requests while adhering to federal regulations as well as departmental policies and procedures
Assisted the Processing department by making outbound calls to loan applicants to verify application information.

EDUCATION
Robert Morris College, Chicago, IL
Bachelor of Arts in Business Administration, Minor in Management, 2005
Major GPA 3.2 / 4.0 Overall GPA 3.53 / 4.0

VOLUNTEERING AND INSTRUCTION
Cystic Fibrosis Research Foundation – Fundraiser 2009 and 2010
Guns N Hoses Charity Hockey game – Volunteer Official – 2008 and 2011
Naperville North Ice Hockey Club – Assistant Coach 2002 – 2006
Missouri Ice Hockey Officials Association – Seminar Instructor 2009 and 2011
Illinois Ice Hockey Officials Association – Seminar Instructor 2006 – 2009