-Examined and evaluated documents for missing underwriting requirements of new formal and informal applications on Term, Universal, and Variable life business for multiple insurance carriers competing for the best rates on behalf of Equitable Advisors, which included clients with highly rated health histories. -Gathered and shopped client medical history as authorized to multiple carriers to provide the agent with further details in regards to health history and supply informal… Show more -Examined and evaluated documents for missing underwriting requirements of new formal and informal applications on Term, Universal, and Variable life business for multiple insurance carriers competing for the best rates on behalf of Equitable Advisors, which included clients with highly rated health histories. -Gathered and shopped client medical history as authorized to multiple carriers to provide the agent with further details in regards to health history and supply informal tentative ratings prior to taking a formal application.-Maintained primary ownership of cases during underwriting engaging frequent communication and coordination between life insurance agents, life insurance carriers, and internal resources. -Ordered and reviewed as according to specific multi-carrier underwriting guidelines underwriting requirements including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, Prescription checks, supplemental forms and Paramed, Urine, Blood sample requirements for submission to the carrier. -Organized and prioritized workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations. -Assisted sales and supported staff in resolving problems, questions, and escalations.-Followed up with insurance agents on policy delivery requirements, amendments, health statements, insurance premiums, for policy completion and placement inforce.- Reviewed Client Information profiles for CIP to prevent high-risk transactions and reported any red flags for additional review.-Walked agents through the New York Best Interest Reg 187 Requirements for each carrier as well as advise NY agents of New York Reg 60 procedures depending on the individual carrier they were soliciting business for. Assisted with Financial Professional instructions on the Reg 60 process, how to prepare NY Disclosures on carriers that did not offer team preparation support. Show less

-Subject matter expert for the regulation 60 guidelines as well as train team members in different aspects of the function. -Conducted Reg 60 training class to shrink the knowledge gaps within the team and streamline consistency with preparation of material. -Quality review team members preparation of Reg 60 documents and provide feedback upon receipt of coaching opportunities. Also, was go-to person for cross-team shadowing for associates in other areas.-Effectively manage time… Show more -Subject matter expert for the regulation 60 guidelines as well as train team members in different aspects of the function. -Conducted Reg 60 training class to shrink the knowledge gaps within the team and streamline consistency with preparation of material. -Quality review team members preparation of Reg 60 documents and provide feedback upon receipt of coaching opportunities. Also, was go-to person for cross-team shadowing for associates in other areas.-Effectively manage time between training others, quality review, and processing to still meet deadlines without compromising quality.-Create job aids to assist team with operational procedures of the reg 60 tasks and system tasks. -Review applications under regulation 60 guidelines with close attention to specific details, signatures, dating, and timeliness. -Correspond with financial advisors, underwriter case managers, and post issue case managers in regards to state regulated requirements to process new business replacement applications.-Interprets other companies quotes and illustrations to extract policy values for whole life, variable, and term products. -Prepare disclosures and prepare a proposed illustration with a 100% accuracy rate within a service level time standards.-Extract internal company inforce policy values and illustrations in response to regulation 60 value request from external companies within a guided service level agreement.-Prepared and published Reg 60 Training manual for incoming new hires. Show less

- Operate and manage both case in-tray within a Service Level Agreement of 24-48 hours alongside Outlook messages, BGA queue, and Kana mail. - Perform an initial review and receive and take action on outstanding requirements.- Act as a point of contact for information for requirements in regards to underwriting, data entry, suitability, replacements (regulation 60 and non-New York replacements as well as 1035 Exchange), post issue, paid change, policy assembly and mail out, and… Show more - Operate and manage both case in-tray within a Service Level Agreement of 24-48 hours alongside Outlook messages, BGA queue, and Kana mail. - Perform an initial review and receive and take action on outstanding requirements.- Act as a point of contact for information for requirements in regards to underwriting, data entry, suitability, replacements (regulation 60 and non-New York replacements as well as 1035 Exchange), post issue, paid change, policy assembly and mail out, and commission.- Initiate APS, secure special authorizations, Inspection Report, MVR, Reinsurance, PHI, and CIP and MIB verification.- Monitor and follow up with all venders and the agents working with policy holders. - Knowledge unbound/bound rules, as well as Underwriting criteria for risk evaluation- Receive and provide service to agents through the customer service center toll-free line in a call center environment.- Go-to person for new employee shadowing and cross-training. Show less

- Coordinate with level managers and directors to combine a list of work functions that entails each employee's job.- Coordinate with employees to assess proficiency levels of each work function- Manually enter in all of the findings into the Skills Inventory Database- Identify areas of scarce knowledge, strengths, weaknesses, opportunities, and threats for the company.- Preparing a presentation demonstrating the bench-strength of the company to senior level management for long… Show more - Coordinate with level managers and directors to combine a list of work functions that entails each employee's job.- Coordinate with employees to assess proficiency levels of each work function- Manually enter in all of the findings into the Skills Inventory Database- Identify areas of scarce knowledge, strengths, weaknesses, opportunities, and threats for the company.- Preparing a presentation demonstrating the bench-strength of the company to senior level management for long term use.- Demonstrated passion and understanding for the case manager department's strengths and weaknesses to earn a place as one of the presenters of the final project. Show less