Anna Wei Email & Phone Number

Worked with Brokerage company on Final Express and Income Replacement products within various Insurance CarriersField Underwriting with clients to customize their coverage with Carrier that is best for their needs and budget.Interaction with existing clients and referrals to add more coverage and obtain more businessFollow up on New Business/Existing Clients to access needs if changes occurred in their livesInteraction with Executive Team and Home office to work on Issues related to ClientsWork on issues with applications, such as Declined, Amendments, Banking issues etc.Team that are recruited by me to cultivate and bring up to speed with training and systemsWorked on several AdHoc projects given from Executive Team to determine Metrics, Performance and Incentives.

Worked on Lifecycle of Salesforce and Agency Smart systems. Functional Specifications gathered, UAT Testing, Training of Partners and Staff. Contingency in place after going Live.Worked on Streamlining the processes of Client Database, Sales and Marketing of Large Groups with Customized Life and Health Insurance products.Follow ups with Clients to assist with Claims and to suggest additional coverage customized to their needs.Servicing and Follow up with Customers/Groups to access any needs or questions that may arise.Worked on Streamlining the Processes of the Client Database.Follow up on Client Interface with various Insurance CompaniesAssist Clients with any issues or questions they may have on their policies and other products available to the them and their needs.Maintained Customer/Client Database and follow up when necessary to inform end users of new products or changes to their existing policies.Microsoft Macros/Pivot Tables set up for analysis and comparison.Adhoc Projects to create customized reports for Clients and Personnel.

Demographics analysis performed.Business Opportunity Meetings conducted weekly with Q&A session upon completion.Leadership meetings and conference calls conducted for Recognition and Promotions.Follow ups with Business Partners to ensure that everyone is on the same path for success.Managed Team by cultivating the system, boost morale, support system for success.Team brought to Conventions for training, promotions and to boost morale.Follow up and Contact with companies and individuals that inquired about the Opportunity.Follow up with Individuals/Companies that inquired about the Opportunity.