Physician Insurance Specialist

• Dec 2022 - Present

Client Services Associate

• Nov 2021 - Nov 2022

Agent Services Coordinator

• Feb 2021 - Nov 2021

National Account Manager

• Oct 2012 - Feb 2021

- Act as first point of contact for assigned accounts to resolve issues- Participate in account meetings to provide updates on markets and provide product and sales training- Assist National Sales Leader with new account onboarding - Onboard independent advisors and negotiate commission contracts- Regularly reach out to account contacts to “check in” and help strengthen account relationships- Disseminate information to the sales team with regards to account servicing and process changes- Prepare reports for management and accounts as needed

Long Term Care insurance Sales Consultant

• Oct 2012 - Feb 2021

- Leverage cross departmental knowledge to provide an efficient experience including assisting advisors with sales, licensing, and underwriting- Acquire and understanding for the client’s needs in order to provide product and benefit recommendations to the advisor- Assist advisors with thorough pre-underwriting to help ensure client eligibility- Conduct sales conference calls with advisor and client to act as subject matter expert during client meetings- Conduct policy reviews of existing coverage and make recommendations - Document interactions with advisors and clients in the CRM

Commission Accountant

• Dec 2009 - Oct 2012

- Reconciled incoming commission statements with payments received from the carriers- Assisted in report development to audit commission payments to accounts and ensure data integrity.- Acted as liaison between advisors and carriers to resolve commission payout issues or inaccuracies- Generated and processed carrier contracting paperwork to contract advisors with carriers- Programmed commission and contract rates in CRM (SmartOffice)

Case Manager

• Nov 2007 - Dec 2009

- Concurrently managed between 150 and 200 cases through the underwriting process- Audited applications for accuracy prior to submission to the carrier- Conducted pre-underwriting review of applicants prior to application submission- Provided support to agents by acting as liaison between advisor and carrier to troubleshoot issues- Worked directly with insurance carriers making recommendations to processes that helped expedite underwriting of applicants