Project Coordinator
CurrentI draft and oversee life insurance applications for individual & trust-owned policies from inception to completion, focus on case design and underwriting, design meeting agendas, quarterly reports and other relevant materials, direct medical billing/reimbursements, utilize CRM software to keep track of client information, organize and maintain order of confidential financial statements to meet annual audit deadlines and last but not least ensure our company falls in line with FINRA and SEC guidelines