Marlena Kreis
Financial Advisor Assistant at Michigan Money Management, LLC- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Registered Professional Liability Underwriter (RPLU)
The Professional Liability Underwriting Society (PLUS)Sep, 2008- Oct, 2024
Experience
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Michigan Money Management, LLC
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United States
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Investment Management
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1 - 100 Employee
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Financial Advisor Assistant
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May 2015 - Present
Assisting with client accounts, paperwork, preparing for client meetings, contacting various financial institutions, and assist advisor with special projects. Assisting with client accounts, paperwork, preparing for client meetings, contacting various financial institutions, and assist advisor with special projects.
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Jackson National Life
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United States
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Insurance
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1 - 100 Employee
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Insurance Processor
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2013 - 2013
Processed variable and fixed annuity partial withdrawals and wire transfers, as well as data entry. Processed variable and fixed annuity partial withdrawals and wire transfers, as well as data entry.
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The Doctors Company
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United States
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Insurance
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700 & Above Employee
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Senior Professional Liability Underwriter - RPLU
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Jan 2011 - Dec 2012
Continued as senior underwriter when American Physicians Assurance Corp. was purchased by The Doctors Company in 2011. Handled various underwriting territories for states including Florida, Indiana, Ohio and Texas. Continued as senior underwriter when American Physicians Assurance Corp. was purchased by The Doctors Company in 2011. Handled various underwriting territories for states including Florida, Indiana, Ohio and Texas.
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American Physicians Assurance
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Insurance
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1 - 100 Employee
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Senior Professional Liability Underwriter - RPLU
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Jan 2003 - Jan 2011
Responsible for evaluating, pricing and issuing medical malpractice insurance for Michigan, Indiana, Ohio and Kentucky territories; field underwriting at agent offices, some agent training, quoting new business, completing field reports and maintaining quote reports for marketing. Hired as an underwriting assistant and advanced to junior underwriter trainee while taking insurance courses for RPLU designation; promoted to underwriter in 2004. Responsible for evaluating, pricing and issuing medical malpractice insurance for Michigan, Indiana, Ohio and Kentucky territories; field underwriting at agent offices, some agent training, quoting new business, completing field reports and maintaining quote reports for marketing. Hired as an underwriting assistant and advanced to junior underwriter trainee while taking insurance courses for RPLU designation; promoted to underwriter in 2004.
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Education
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2004 - 2008
Professional Liability Underwriting Society
RPLU - Registered Professional Liability Underwriter, Commercial Insurance and Professional Liability Underwriting -
1983 - 1986
Lansing Community College
College Basics and Photography
Community
