• Attending Networking Events• Researching Industry Leaders• Tracking Industry Trends• Participating in Industry Discussions

Provided case management for Structured Settlement cases for a defense oriented brokerage firm. Prepared accurate and timely quoting proposals incorporating medical evaluations and Medicare Set Aside requirements when applicable. Provided timely customer service for clients to resolve issues and requests with the Life company in order to comply with IRC and Life company procedures.

Began career as a contracted employee imparting expertise with complicated cases within the Administration Team in order to conclude backlogged case. Acted as liaison between corporate council and brokers to resolve legal documentation issues. Responsible for releasing timely and accurate payments for Structured Settlement annuitants by effectively contacting brokers for necessary documents. Developed standards for Administration Team for case setup. Developed and conducted training seminars for the Broker’s Administration staff. Provided quality control for final policy preparation.

Company brokered Structured Settlements on behalf of plaintiffs in personal injury litigation. Obtained settlement value for individual cases and shopped companies offering structure settlement packages for most favorable terms. Negotiated payout and benefit for a defined price with insurance companies. Negotiated additional items such as legal documentation requirements and underwriting results.Coordinated pre and post sale activities for company supporting as many as 18 brokers Developed and conducted both individual and group training sessions for brokersResponsible for hiring, terminating, training and managing staffSupervised broker commission statements