Jodi Lewis
Broker Consultant at Emerson Reid- Claim this Profile
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Topline Score
Bio
Marty Smith
Jodi exemplifies excellence in every manner. I was so fortunate to work with Jodi for several years, and only wished she lived in my office's area (she worked long distance, as my assistant, and it was as if she was right here by my side). Jodi championed not only myself, but several other sales people, to do our best. How can you replace someone who understood yourself and your work priorites and goals, sometimes even better than yourself? Her attitude, alligience to her company and those she worked most with are irreplaceable, especially in today's economy of scales. I would highly recommend Jodi--talk about someone who not only adapts to change, but welcomes it--she's the best at what she does, hands down. Any organization would be proud to have Jodi represent. Marty Smith Assurant Health
Don Copley
Jodi brings the perfect blend of professional competence and personal interaction skills with her work associates. I have known Jodi for over 20 years and find her to be one of the most efficient, hard working and pleasant people I have had the pleasure to work with both directly and indirectly. If I had the opportunity to hire or recommend Jodi for employment I would not hesitate.
Marty Smith
Jodi exemplifies excellence in every manner. I was so fortunate to work with Jodi for several years, and only wished she lived in my office's area (she worked long distance, as my assistant, and it was as if she was right here by my side). Jodi championed not only myself, but several other sales people, to do our best. How can you replace someone who understood yourself and your work priorites and goals, sometimes even better than yourself? Her attitude, alligience to her company and those she worked most with are irreplaceable, especially in today's economy of scales. I would highly recommend Jodi--talk about someone who not only adapts to change, but welcomes it--she's the best at what she does, hands down. Any organization would be proud to have Jodi represent. Marty Smith Assurant Health
Don Copley
Jodi brings the perfect blend of professional competence and personal interaction skills with her work associates. I have known Jodi for over 20 years and find her to be one of the most efficient, hard working and pleasant people I have had the pleasure to work with both directly and indirectly. If I had the opportunity to hire or recommend Jodi for employment I would not hesitate.
Marty Smith
Jodi exemplifies excellence in every manner. I was so fortunate to work with Jodi for several years, and only wished she lived in my office's area (she worked long distance, as my assistant, and it was as if she was right here by my side). Jodi championed not only myself, but several other sales people, to do our best. How can you replace someone who understood yourself and your work priorites and goals, sometimes even better than yourself? Her attitude, alligience to her company and those she worked most with are irreplaceable, especially in today's economy of scales. I would highly recommend Jodi--talk about someone who not only adapts to change, but welcomes it--she's the best at what she does, hands down. Any organization would be proud to have Jodi represent. Marty Smith Assurant Health
Don Copley
Jodi brings the perfect blend of professional competence and personal interaction skills with her work associates. I have known Jodi for over 20 years and find her to be one of the most efficient, hard working and pleasant people I have had the pleasure to work with both directly and indirectly. If I had the opportunity to hire or recommend Jodi for employment I would not hesitate.
Marty Smith
Jodi exemplifies excellence in every manner. I was so fortunate to work with Jodi for several years, and only wished she lived in my office's area (she worked long distance, as my assistant, and it was as if she was right here by my side). Jodi championed not only myself, but several other sales people, to do our best. How can you replace someone who understood yourself and your work priorites and goals, sometimes even better than yourself? Her attitude, alligience to her company and those she worked most with are irreplaceable, especially in today's economy of scales. I would highly recommend Jodi--talk about someone who not only adapts to change, but welcomes it--she's the best at what she does, hands down. Any organization would be proud to have Jodi represent. Marty Smith Assurant Health
Don Copley
Jodi brings the perfect blend of professional competence and personal interaction skills with her work associates. I have known Jodi for over 20 years and find her to be one of the most efficient, hard working and pleasant people I have had the pleasure to work with both directly and indirectly. If I had the opportunity to hire or recommend Jodi for employment I would not hesitate.
Experience
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Emerson Reid
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United States
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Insurance
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100 - 200 Employee
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Broker Consultant
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May 2021 - Present
Emerson Reid acquired May Insurance Services Inc in May 2021. Emerson Reid acquired May Insurance Services Inc in May 2021.
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May Insurance Services, Inc.
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United States
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Insurance
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1 - 100 Employee
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New Business Coordinator
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Feb 2012 - May 2021
Emerson Reid acquired May Insurance Services Inc in May 2021. Emerson Reid acquired May Insurance Services Inc in May 2021.
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Talus Brokerage
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Insurance
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1 - 100 Employee
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Marketing Administrative Support
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Sep 2010 - Feb 2012
* Provide dependable administrative support to group and individual sales representatives, insurance carrier partners and agents for all phases of the service process. * Manage the scrubbing, processing, submitting and servicing on all new health cases for various insurance carriers and responsible for obtaining any additional information that underwriting may require ensuring prompt activation. * Process benefit changes and provide support and service to all existing in-force business while strengthening relationships with sales representatives, insurance carriers and agents.
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Assurant
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United States
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Insurance
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700 & Above Employee
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Sales Assistant
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Jan 2002 - Feb 2010
* Provided courteous and respectful administrative sales support to on-site and off-site sales representatives and off-site management for all phases of the sales and service process. * Served as main contact for all vendors, single-handedly managed all purchasing for the office and handled the everyday maintenance of running an efficient office.* Managed all group and individual customer service calls promptly demonstrating accuracy and attention to detail while the ability to handle multiple tasks.
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Administrative Assistant
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May 1992 - Jan 2002
* Handled customer service calls from agents and policyholders to resolve issues in a timely manner.* Responsible for generating proposal requests from agents, assisted sales representatives with fulfillment of mailings, filing, duplicating and faxing.* Performed advanced administrative and confidential assignments for Senior Management.
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Account Administrator
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Jun 1988 - May 1992
* Managed the Specialty Products (Short Term Medical) line pertaining to processing, finalizing action, weekly production reports, service and mailing of certificates and ID cards.* Successfully worked independently with little to no supervision and provided quality communication with sales representatives, agents and policyholders.
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Education
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Ohio Department of Insurance
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Hilliard High School
Community
