Experience

Scarr Insurance Group
• United States
• Insurance
• 1 - 100 Employee
• Life Insurance Sales Agent

  • May 2014 - Present


Thomas Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Analyst

  • Jun 2011 - May 2014

  - Handle incoming policy service requests that include illustrations, title changes, death claims, disability claims, long term care claims, subaccount transfers, loan requests and surrenders - Scheduled recurring tasks such as invoicing, trust administration including keeping client checkbooks and paying premiums - Policy deliveries and end of year reporting of cash values and reportable income for split dollar policies. - Assist in preparation of annual reviews. - Handle incoming policy service requests that include illustrations, title changes, death claims, disability claims, long term care claims, subaccount transfers, loan requests and surrenders - Scheduled recurring tasks such as invoicing, trust administration including keeping client checkbooks and paying premiums - Policy deliveries and end of year reporting of cash values and reportable income for split dollar policies. - Assist in preparation of annual reviews.



Blaylock's Lighting

• Co-Owner

  • 2005 - 2011

  - Co-owner beginning 1999 and entered into daily functions of lighting showroom in early 2005. - Managed employees, conducted sales on showroom floor, accounting, and all aspects of small business administration and management. - Co-owner beginning 1999 and entered into daily functions of lighting showroom in early 2005. - Managed employees, conducted sales on showroom floor, accounting, and all aspects of small business administration and management.



Acordia - Wells Fargo

• Life Insurance Marketing Coordinator

  • 2000 - 2005

  - Responsible for assisting producers in generating life insurance proposals for new business as well as in force illustrations and all service related to life insurance and disability insurance and including the underwriting process and ordering physician's statements and negotiating rates. - Assisted in preparation of annual reviews. - Responsible for assisting producers in generating life insurance proposals for new business as well as in force illustrations and all service related to life insurance and disability insurance and including the underwriting process and ordering physician's statements and negotiating rates. - Assisted in preparation of annual reviews.



Financial Services, Inc.

• Banking
• 1 - 100 Employee

• Producer and Recruiter

  • 1989 - 2000

  - Recruited agents/ producers for general agents - Sold and serviced life, health, and disability policies (group and individual) - Received Leaders Club Awards for Small Group Sales 2 years in a row with Employer's Health Insurance - Recruited agents/ producers for general agents - Sold and serviced life, health, and disability policies (group and individual) - Received Leaders Club Awards for Small Group Sales 2 years in a row with Employer's Health Insurance