Amy Ash Email & Phone Number

Working as a Senior Life Insurance Relationship Manager specializing in Case Management for advisors at Ash Brokerage is a great joy. I get the chance to get to know my advisors on a deeper level and develop a relationship that supports mutual respect and encouragement. At its core, Ash Brokerage is about Honoring the Impact® in the lives of the financial professionals who choose to partner with us – we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways … Simply put, we make a difference in the lives of people. Ash is uniquely different … we represent a lot of insurance companies and their products, but that’s not what distinguishes us from other distributors; our people and our culture do. We are driven & focused on helping our advisors get to that next level in their professional lives or bring the passion back into their businesses. Ash believes in thinking differently … we have cultivated a culture of challenging ourselves for continuous improvement. It’s not enough to want better quality and greater efficiencies; we look beyond the routine to identify new and different approaches. We believe in innovation, process improvement and transformational leadership. We’re The Practice Enhancement Company … we do this by enhancing our advisors’ professional credibility and complement their business models, empowering them to unlock business in areas where they are struggling. With a national presence, Ash Brokerage’s team of more than 350 industry experts is committed to investigating, analyzing and comparing products and sales concepts. This unprecedented level of care with hands-on experience ensures advisors receive the right solutions for their clients as well as an unbiased and objective analysis of their clients’ insurance needs.[The views expressed on this website are mine alone and do not necessarily reflect the views of my employer.]

Listed skills include Life Insurance, Insurance, Term Life Insurance, Underwriting, and 15 others.

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  Senior Life Insurance Relationship Case Manager

  Ash Brokerage

  Jan 1997 - Present - Fort Wayne, Indiana Area

  As a Senior Life Insurance Relationship Case Manager at Ash Brokerage this position serves as a liaison between high producing agents/brokers and insurance carriers to expedite the application and issue process for life insurance applications. Monitors progress of cases, facilitates the procurement of outstanding requirements, and provides ongoing status to agent/broker. Serve as a concierge level liaison between agents / brokers and insurance carriers. Reviews related medical information and identifies issues that may obstruct issuance of the policy as applied for, and develops creative solutions, presenting agents with alternatives. Performs “pre-underwriting" function through review and analysis of medical and occupational information, family history and beneficiary designation. Identifies issues which may impede issuance of the policy. Based on assessment and on knowledge of practices of individual carriers, contacts internal and/or carrier Underwriting staff to confirm validity of issues. Confers with writing agent to discuss coverage alternatives. Based on age, face amount and individual carrier guidelines, orders initial requirements on behalf of the agent/broker. Compares medical information contained in agent's application to that recorded in medical records/ requirements; identifies and investigates obvious discrepancies and obtains further documentation as necessary. Through regular contact with agents and underwriters, establishes and maintains rapport to enhance working relationships. Capitalizes on opportunity to educate agents on various product offerings and the benefits of doing business with Ash Brokerage. Maintains awareness of new or modified product offerings and industry developments. Responds to agent requests for quotes by gathering and assessing client-specific needs and recommending best product for given circumstances. Create illustrations for agent consideration.

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  Ball State University

  Business Administration, Management And Operations