Informal Analyst
CurrentAs an Informal Analyst at Ash Brokerage, I help advisor’s clients find coverage in an otherwise uncertain time through careful underwriting and case placement. Our team works alongside the agent and the Ash Brokerage Underwriting and Marketing teams to provide efficient, timely service. Duties include:- Analyze all new life insurance applications- Based on age, face amount and individual carrier guidelines; orders initial requirements on behalf of the agent/broker- Locates any missing documents to keep the file in good order - Inputs file information into system - Create illustrations for agent consideration, or may seek input or refer request to Marketing Specialist.I’m proud to be a part of Ash Brokerage’s team of more than 300 people who make a difference for financial professionals and their clients each day. We know our work has an impact on the lives of countless people, along with their families, businesses and communities. That’s why we remain focused on building deeper relationships and providing positive outcomes. That’s why you should work with Ash Brokerage.