Experience

Yancey Realty

• United States
• Real Estate
• 1 - 100 Employee

• Realtor

  • Jun 2023 - Present

  Helping buyers, sellers and investors in the Charlotte area. Helping buyers, sellers and investors in the Charlotte area.



BFB - A Gallagher Company

• United States
• Financial Services
• 1 - 100 Employee

• New Business Coordinator

  • May 2019 - Present

  Develops plans and organizes cross functional teams to implement customer programs as stated in proposals May customize implementation in order to meet client requirements Provides technical support to clients after the initial sale of the product, troubleshoots technical problems May provide technical training to customer’s staff Complete all new business related activities and assisting prospective applicants through underwriting to policy acquisition Ensures documents are processed and completed according to established timelines Order and track attending physician statements (APS) for underwriting purposes Ordering and coordination life insurance exams Provides timely and accurate updates to applicable team members Show less


eXp Realty
• United States
• Real Estate
• 1 - 100 Employee
• Realtor

  • Oct 2022 - Jun 2023


Upsurge Realty [Level Up Realty]

• United States
• Real Estate
• 1 - 100 Employee

• Realtor

  • Jun 2022 - Oct 2022

  Giving clients a personalized experience whether buying, selling or investing while educating my clients along the way. Giving clients a personalized experience whether buying, selling or investing while educating my clients along the way.


Costello Real Estate & Investments
• United States
• Real Estate
• 100 - 200 Employee
• Realtor

  • Aug 2019 - Jul 2022


MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Conversion Specialist

  • Oct 2018 - May 2019

• Case Manager

  • May 2017 - Oct 2018

  Manage a pending case load of 100-125 cases, process new business applications from submission to issue, prioritizing incoming service requests from new business coordinators, producers, and agency contacts, build strong relationships with business partners ( underwriting, licensing, compliance, etc.), multitasking in a fast paced, high pressure environment.



AXA US

• United States
• Insurance
• 700 & Above Employee

• Replacements Case Manager

  • Aug 2013 - Apr 2017

  Review new business applications with replacements, for accuracy and any omitted information. Update agents about outstanding requirements. Receive in outstanding requirements. Manage ongoing cases Send out NY regulation 60 requests to external carriers. Follow up with external carriers and update agents. Communicate with underwriters and agents. Review new business applications with replacements, for accuracy and any omitted information. Update agents about outstanding requirements. Receive in outstanding requirements. Manage ongoing cases Send out NY regulation 60 requests to external carriers. Follow up with external carriers and update agents. Communicate with underwriters and agents.



AXA Equitable

• United States
• Insurance

• Life Comm Senior Associate

  • May 2013 - Aug 2013

  Reviews insurance applications to ensure all questions have been answered.Modifies, updates and process existing policies and claims to reflect any change in beneficiary, owner.Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and the effects of changes.Obtains information from policyholders to verify accuracy and completeness of information on forms, applications and other related documents.

• Intern

  • Jan 2013 - May 2013

  Generated correspondence for policy holders.Worked on the 1099 project.Completed e-learning courses.Worked with other interns to compile employee skills company wide.



UNCC Student Union

• Theater/Art Gallery Attendant

  • Aug 2009 - Dec 2012

  Greet guests attending shows Sell and collect admission tickets Assist guests with finding seats Greet guests attending shows Sell and collect admission tickets Assist guests with finding seats



UNC Charlotte

• United States
• Higher Education

• Pilot Leadership

  • Aug 2009 - Dec 2012

  Training to be a certified leader Training to be a certified leader