Mindy Giles
Director Of Underwriting at Tamar Fink, Inc- Claim this Profile
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Topline Score
Bio
Credentials
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Associate, Customer Service (ACS)
LOMA -
Associate, Life Management Institute (ALMI)
LOMA
Experience
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Tamar Fink, Inc
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United States
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Insurance
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1 - 100 Employee
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Director Of Underwriting
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Jul 2022 - Present
Advocates critical risk decisions through evaluation of an individual's medical history or physical condition, occupational hazard, and financial background. Partners with medical, financial, and lifestyle vendors to procure evidence necessary for risk evaluation. Navigate firm clients throughout the duration of the underwriting process through policy placement. Consistently reconcile outstanding versus received underwriting requirements for each client. Builds and maintains relationships with key partners to enhance client outcomes. Enhances client outcomes by sharing knowledge with team members and providing advice on underwriting determinations. Identifies and recommends process improvements that significantly reduce workloads or improve quality. Mentors and collaborates with New Business staff to enhance professional growth and development. Provides training to less experienced team members on underwriting procedures and guidelines. Represents the firm by responding to questions and needs of our clients. Ensures all underwriting documentation associated with firm clients is properly stored and managed in company systems. Prepares and analyzes quarterly underwriting reports to evaluate cycle time, outcomes, placement ratio, and other key performance indicators. Recommends process modification accordingly. Show less
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High Ground Company
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United States
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Insurance
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1 - 100 Employee
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Director Of Underwriting
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Jul 2022 - Apr 2023
Advocates critical risk decisions through evaluation of an individual's medical history or physical condition, occupational hazard, and financial background. Partners with medical, financial, and lifestyle vendors to procure evidence necessary for risk evaluation. Navigate firm clients throughout the duration of the underwriting process through policy placement. Consistently reconcile outstanding versus received underwriting requirements for each client. Builds and maintains relationships with key partners to enhance client outcomes. Enhances client outcomes by sharing knowledge with team members and providing advice on underwriting determinations. Identifies and recommends process improvements that significantly reduce workloads or improve quality. Mentors and collaborates with New Business staff to enhance professional growth and development. Provides training to less experienced team members on underwriting procedures and guidelines. Represents the firm by responding to questions and needs of our clients. Ensures all underwriting documentation associated with firm clients is properly stored and managed in company systems. Prepares and analyzes quarterly underwriting reports to evaluate cycle time, outcomes, placement ratio, and other key performance indicators. Recommends process modification accordingly. Show less
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Lion Street
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United States
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Financial Services
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1 - 100 Employee
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Firm Manager
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Mar 2021 - Jul 2022
As a Firm Manager within the Life Operations department at Lion Street, I am responsible for developing and enhancing key firm relationships while delivering unmatched operational support to their practice. From point of sale, to licensing coordination, to paperwork preparation, to new business and underwriting, to post-sale services. I collaborate with internal teams to provide custom strategies for firm growth. Back Office is a concierge fee-for-service offering to elite financial professionals. Show less
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Dixon Wells
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United States
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Insurance
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1 - 100 Employee
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Director Of Operations
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Jun 2020 - Mar 2021
As the Director of Operations for Dixon Wells, I worked in partnership with carriers, reinsurers, and vendors to provide new business solutions and support strategic initiatives in the BGA space. This included the research, development, and deployment of new business innovations and technology. I was heavily involved in traditional underwriting duties such as risk assessment, negotiation, capacity management strategies, and assisted in the professional development of Case Managers, Contracting & Licensing Specialists, and Policy Owner Service Teams. With oversight of fourteen Case Managers, three Policy Owner Service Specialists, and two Contract & Licensing Specialists who directly interact with insurance producers, I offered guidance and coaching to develop my team members. I designed and implemented procedures for process improvements, established and measured performance standards and metrics, and collaborated with all other department heads to strategically accomplish Partner initiatives. Leadership duties also included managing timecards, overtime, workloads, and case assignments. Show less
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Financial Independence Group
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United States
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Insurance
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100 - 200 Employee
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Director of New Business
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Jan 2019 - Jun 2020
Work in partnership with carriers, reinsurers, and vendors to provide new business solutions and support strategic initiatives in the BGA/IMO space. This includes the research, development, and deployment of new business innovations and technology. I was heavily involved in traditional underwriting duties such as risk assessment, negotiation, capacity management strategies, and assisting in the professional development of Case Managers and Team Leads. With oversight of two teams of case managers (Annuity and Life LTC) who directly interact with insurance producers, I offer guidance and coaching to develop my teams and team leaders. I design and implement procedures for process improvements, establish and measure performance standards and metrics, and collaborate with all other department heads to strategically accomplish Executive initiatives. Manage timecards, overtime, workloads, case assignments. Show less
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Ash Brokerage
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United States
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Financial Services
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300 - 400 Employee
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Team Lead - Relationship Case Management
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Oct 2000 - Sep 2018
Senior Relationship Case Manager Strong background in life insurance to understand the objectives of the case, identify solutions, educate, advise and oversee the execution of the insurance acquisition process through case design, underwriting, and client advocacy. Senior Relationship Case Manager Strong background in life insurance to understand the objectives of the case, identify solutions, educate, advise and oversee the execution of the insurance acquisition process through case design, underwriting, and client advocacy.
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