Caitlin Ethier Email & Phone Number

•Obtained certification in underwriting and issuing Professional Lines insurance contracts •Conduct extensive market analysis to appropriately place risks•Communicate market appetites and coverage needs to both business partners and team members •Utilize workflow processes to ensure timely and accurate quotes, binders and policies•Verify and compare coverage forms to ensure proper coverage is obtained•Provide business and technical support to both binding and brokerage departments to assist with monthly renewals•Collaborate and communicate effectively with Agents and Carriers to generate and maintain positive relationships

•Assisted the Producer by maintaining and servicing accounts •Facilitated policy renewals for clients

•Provided daily care and supervision for two families with young children•Leveraged time management skills to ensure children arrived at appointments, practices and other scheduled events•Maintained calm and safe environment by building rapport and using conflict management skills •Used creativity and imagination to come up with interactive activities to entertain the children

Glastonbury, Ct

•Elite Support Partnership (ESP) is a virtual assistant program that was developed based on Advisor feedback and designed to give advisors nation-wide the ability to forego the physical presence of an assistant and the attendant management issues of being an on-site employer – and opt of a management supervised, professional trained and experienced virtual support team located at our headquarter in Glastonbury, Connecticut.

Glastonbury, Ct

Glastonbury, Ct

•As an Advisor Concierge, my position is critical in the public relations and marketing of our business for I am one of the first points of contact to our current and prospective partners. Therefore, responding in a calm and effective manner to a variety of demands and personality types is vital. Daily, I’m tasked with delivering an outstanding client experience by creating a warm and welcoming first and last impression. In addition, I help to plan meetings and trade shows by identifying, assembling, and coordinating requirements; establishing contacts; developing schedules and assignments; and coordinating mailing lists. I also support the online vehicles that make Gateway run in this challenging digital environment. •Securities (and advisory services) offered through National Planning Corporation (NPC), NPC of America in FI.Y & NY, member FINRA (www.finra.org) I SIPC (www.sipc.org) (a Registered Investment Adviser). Gateway Financial Partners and NPC are separate and unrelated companies.Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice.•NPC Privacy Policy: https:ljwww.natplan.comlpublic/forms/npc _madv6130a.pdf

•Supported the community find financial and well-being resources •Assisted consumers fill out applications - Subsidized Housing, Food Stamps, Financial Assistance, Medicaid, Social Security Disability etc.

•Receptionist at a children’s hair salon•Delivered a high level of customer service by anticipating and responding to customer needs •Used excellent organizational skills to make appointments and keep the salon orderly •Managed and accurately controlled the financial exchange between the customers and the business•Worked closely with co-workers and customers to ensure overall satisfaction with the salon experience•Provided flexibility in availability and assigned tasks

Bachelor Of Arts (B.A.), Sociology With A Minor In Management, Senior

Activities and Societies: Global Ambassador, Alpha Kappa Delta Honor SocietyGraduated summa cum laude

Education record