Experience

Underwriting Services of America, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Case Management

  • Jun 2018 - Present



Financial Strategies Group

• Senior Case Manager

  • Aug 2013 - Jan 2018

  • Supported 20 POS and their field agents • Provided forms support for POS and agent • Administered all aspects of life application case management • Confirmed carrier requirements and ordered medical exam and records accordingly • Responsible for understanding multiple carrier guidelines and rules • Responsible for knowing and maintaining different broker dealer compliance guidelines • Supported 20 POS and their field agents • Provided forms support for POS and agent • Administered all aspects of life application case management • Confirmed carrier requirements and ordered medical exam and records accordingly • Responsible for understanding multiple carrier guidelines and rules • Responsible for knowing and maintaining different broker dealer compliance guidelines



Campbell Insurance Group

• United States
• Insurance

• Senior Case Manager

  • Jan 2012 - Aug 2013

  • Administered all aspects of life application case management • Confirmed carrier requirements and ordered medical exam and records accordingly • Responsible for understanding multiple carrier guidelines and rules • Responsible for knowing and maintaining different broker dealer compliance guidelines • Administered all aspects of life application case management • Confirmed carrier requirements and ordered medical exam and records accordingly • Responsible for understanding multiple carrier guidelines and rules • Responsible for knowing and maintaining different broker dealer compliance guidelines



The SBIA Insurance Solutions Center - Site currently under development

• Insurance
• 1 - 100 Employee

• Senior Case Manager

  • Jan 2007 - Jan 2012

  • Administered all aspects of term life application case management • Confirmed carrier requirements and ordered medical exam and records accordingly • Offered pre-sale support to financial advisors interested in term products for their clients • Responsible maintaining broker dealer compliance guidelines • Administered all aspects of term life application case management • Confirmed carrier requirements and ordered medical exam and records accordingly • Offered pre-sale support to financial advisors interested in term products for their clients • Responsible maintaining broker dealer compliance guidelines



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Senior Case Manager

  • Jan 1999 - Jan 2005

  Senior Case Manager Planning Associate Case Manager Financial Planning Servicing Center Senior Retention Specialist Retention Specialist Senior Case Manager Planning Associate Case Manager Financial Planning Servicing Center Senior Retention Specialist Retention Specialist