Real Estate Photographer

• Jun 2018 - Present

Business Owner

• May 2013 - Present

Case Manager- Merrill Lynch Team

• Jun 2013 - Oct 2013

• Receive and review new insurance applications for missing information prior to submission to the insurance carrier• Responsible for review of all compliance related activities • Order and review underwriting requirements including Attending Physician Statements, Exams, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the insurance carrier• Conduct regular follow-up on all outstanding underwriting requirements• Organize and prioritize workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately• Follow up with insurance agents/ Insurance Specialists on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified timeframe• Review other than applied for offers to determine if alternatives exist to secure the best possible offer based on the client’s expectations Show less

Case Manager Assistant

• May 2012 - May 2013

• Order and review Attending Physician Statements needed for underwriting purposes• Order necessary exam for underwriting purposes• Conduct regular follow up via email, phone or fax to ensure all orders are progressing as needed • Organize and prioritize workload to ensure cases are handled and processed in a timely manner• Follow up with case manager and any other associated parties to ensure everyone is kept up to date with the progress of the case. • Named Associate of the Month- January 2013 Show less

Insurance Analyst

• Dec 2003 - Dec 2011

• Worked with highest producing agents to ensure their cases are handled with professional and accurate service (updated requirements, processed policy changes such as mode, face amt, owner and premium changes as well as applying funds and handling questions and concerns.) • Ensured all cases are put in force and all requirements are conforming to industry regulations • Worked closely with agents to ensure commissions are paid promptly and accurately • Monitor recurring reports to ensure agents are advised of policies cancelling or recovering due to outstanding requirements • Monitor recurring reports to ensure funds are removed promptly from polices that will put the company at risk due to outstanding requirements • Received recognition award for support provided to processing analyst in India – May 2011 • Named Employee of Excellence of the 1st Quarter 2007 Show less

Investment Specialist

• Sep 1995 - Mar 1998

• Developed new customer relationships via telephone, in-person and on line meetings, and sought to understand their personal investment needs • Developed and implemented personalized investment plans for each customer based on their needs • Educated clients on ways they could manage and understand their own investments using a variety of media • Consistently received customer service scores > 95 out of a 100. • Developed new customer relationships via telephone, in-person and on line meetings, and sought to understand their personal investment needs • Developed and implemented personalized investment plans for each customer based on their needs • Educated clients on ways they could manage and understand their own investments using a variety of media • Consistently received customer service scores > 95 out of a 100.

Call Center/Customer Srvc

• Aug 1992 - Dec 1994