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Manages a caseload of Initial Claims for Disability Income and Waiver of Premium claims with guidance from mentor and team leader, to educate callers on contractual claims guidelines, evaluate and analyze outstanding requirements and gather information, identify issues, and research solutions and communicate in a timely, professional and confident manner. Resolve non-complex issues without escalation, identify the need for special handling and communicate with the client or Financial Representative to obtain missing information and expedite request for disability benefits. Work directly with customers to create a positive customer experience when answering questions via direct calls or ones received in a call center environment, with the knowledge to analyze problems and handle the research necessary to resolve basic questions from policy owners and Financial Representative.