Barbara Scharf, Cppm Email & Phone Number

Minneapolis, Mn, Us

Minnetonka, Mn, Us

Birmingham, Al , Us

Barbara Scharf, serves as Senior Team Lead for Relation Case Managers for Highland Capital Brokerage. Barbara's responsibilities include leading a team of Relationship Case Managers on the life insurance underwriting, processing, and placing of permanent and term Life Insurance. Barbara and her team partner with multiple life insurance companies, institutional advisors as well as independent financial planners, insurance advisors, CPA's, attorneys and trust companies. About Highland Capital BrokerageHighland Capital Brokerage is a premier insurance brokerage organization. With 26 offices throughout the country, Highland Capital Brokerage provides products and services to leading independent, corporate and institutional financial services organizations across the nation. With unrivaled resources and unique expertise, our mission is to assist successful financial advisors and insurance professionals in growing their business with High Net Worth clients.Securities by licensed Individuals Offered Through Securities America, Inc.A Registered Broker/Dealer Member FINRA, SIPCThe accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.

St Paul, Minnesota, Us

● Maintain and expand customer base by building and maintaining rapport with keycustomers; identifying new customer opportunities. Cold calling and talking with newdealers in person to make them aware of our services and following up.● Manage sellers inventory, inform them of sold cars, send invoices and payments,manage titles for sellers, aged inventory, and all other aspects of seller inventory● Use CRM and other internal solutions to effectively manage and document activities &opportunities.● Meet & exceed sales goals.● Build trusted relationships with decision makers at the dealership; Dealer Principals,Controllers, and General Managers

Minnetonka, Minnesota, Us

Minnetonka, Minnesota, Us

● Manages and Built Client Service Department; including hiring staff and training● Manages all aspects of Smart Office CRM System; including new business, inforce business; generate reports for prospects; annual policy reviews; trained entire team● Partner with agents on New Business Process; Underwriting; Proposals; and Annual Reviews● New business development; Network and Interact in the community to develop opportunities to generate life insurance, long term care and disability insurance sales

Minneapolis, Mn, Us

● Served as the National Insurance Trust Manager and member of the Wealth Management - Fiduciary Services Team at U.S. Bank.● Project Leader for review of state statues, updated standard operating and trained bank employees● Lead a team who overseas all facets of the administration of Life Insurance and Annuity products held within Wealth Management Personal Trust Accounts. ● Volunteer within U.S. Bank on the Twin Cities Development Network.

Us

● Worked with banks and mortgage companies across the United States (39 states). ● Supported TCF’s delivery of a 2nd mortgage HELOC product to the market that can go up to 89.99% CLTV. ● Aided in bringing product back to the market and give customers and Loan Officers options in how they finance a property. ● Managed and collaborated with a vast majority of customers are seasoned buyers who are buying properties valued at 350K and above.

● Manage and Document Standard Operating Procedures and train team on new business process to include: multi carrier submissions and broker dealer compliance process as well as licensing and commission for Point of Sale● Partner with GA Point of Sale, carrier wholesalers, carrier underwriters and carrier account managers to negotiate offers.● Case shopping, ordering of medical requirements (exams, inspections, medical records), provided case status, problem solving and rating negotiation as needed.● Coordination of compliance process. ● Quality review of policy from carrier and packaging for client delivery. ● Follow through with carrier for receipt of compensation once case has been placed

San Francisco, California, Us

Marketing and Sales Support of Life insurance for a designated sales region.● Provide multi-carrier comparisons and illustration support to Financial Advisors, Business and Estate Planning Advisors and underwriting team through outbound and inbound calls.● Work directly with Financial Advisor and Business and Estate Planning Advisors to complete policy review of in-force products, assist in determining appropriateness of replacement, provide policy review spreadsheet analysis of in-force products and illustrations for proposed products if appropriate.● Engage carrier wholesaler and internal carrier resources to assist in policy review including pairing with point of sale partners as appropriate.

San Francisco, California, Us

● Manage the underwriting process of Life or LTC and DI cases for a designated sales region.● Act as the liaison between the sales force and insurance carriers.● Case shopping, ordering of medical requirements (exams, inspections, medical records), provided case status, problem solving and rating negotiation as needed.● Coordination of compliance process. ● Quality review of policy from carrier and packaging for client delivery. ● Follow through with carrier for receipt of compensation once case has been placed

Newark, New Jersey, Us

● Manage the underwriting process of Life or LTC and DI cases for a designated sales region.● Act as the liaison between the sales force and insurance carriers.● Case shopping, ordering of medical requirements (exams, inspections, medical records), provided case status, problem solving and rating negotiation as needed.● Coordination of compliance process. ● Quality review of policy from carrier and packaging for client delivery. ● Follow through with carrier for receipt of compensation once case has been placed● Recipient of several customer service awards