Patty Andrew
About Patty Andrew
Patty Andrew is a Case Manager with extensive experience in the insurance industry, currently working at Lion Street since 2021. She has demonstrated strong skills in customer service and document management, achieving high scores in relevant courses from the Life Office Management Association.
Work at Lion Street
Patty Andrew has been employed at Lion Street as a Case Manager since 2021. In this role, she is responsible for managing case-related tasks and ensuring efficient operations within the organization. Her work contributes to the overall effectiveness of the team, focusing on client needs and service delivery.
Previous Experience at Penn Mutual
Prior to her current position, Patty Andrew worked at Penn Mutual as a Senior New Business Liaison from 2005 to 2020. During her 15 years in this role, she was based in Loveland, OH. Her responsibilities included facilitating new business processes and enhancing client interactions.
Education and Expertise
Patty Andrew has completed several courses through the Life Office Management Association, achieving notable scores. She scored 93% in the Insurance Company Operations course, 97% in the Foundations of Customer Service course, and a perfect score of 100% in the Principles of Insurance course. Her education complements her expertise in document preparation and management, conflict resolution, and process improvement.
Technical Skills
Patty Andrew is skilled in various software tools essential for her role in case management. She is proficient in Microsoft Office Suite, Paperclip, ACE, and Smart Office. These technical skills enable her to efficiently manage documentation and streamline processes within her work environment.