Benjamin Fazio

New Business Coordinator at Oswald Companies
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Cleveland

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Bio

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Credentials

  • State of Ohio Viatical Settlement Broker License
    Ohio Department of Insurance
    Apr, 2021
    - Nov, 2024
  • State of Ohio Accident & Health, Life License
    Ohio Department of Insurance
    Jan, 2020
    - Nov, 2024

Experience

  • Oswald Companies
    • United States
    • Insurance
    • 300 - 400 Employee
    • New Business Coordinator
      • Jan 2021 - Present

  • Valmark Financial Group
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Life Settlements Processing Specialist
      • May 2019 - Nov 2020

      Immersive knowledge of the entire life settlement process from a broker perspective.Daily communication with life insurance carriers, financial advisors and life settlement providers.Knowledge of documentation and work necessary to complete a life settlement transaction.Has worked and closed over 120 life settlement cases in the last 2 years.Helped Developed automated processes for communication and tracking.Developing a process of what life expectancy company to order based on impairments and turnaroundtime.Ever-growing knowledge of life insurance products and the life insurance industry Show less

    • Life Settlements Intern
      • May 2018 - May 2019

      Intern in Life Settlements

  • Lake Forest Country Club
    • Recreational Facilities
    • 1 - 100 Employee
    • Banquet Server
      • May 2017 - Sep 2018

  • Miles Farmers Market Inc
    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Courtesy Clerk
      • Jul 2011 - Jan 2017

Education

  • The University of Akron
    Bachelor of Business Administration, Corporate Financial Management
    2015 - 2019

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