Chris Kratzert Email & Phone Number

Fort Wayne, Indiana Area

As an Advanced Case Analyst at Ash Brokerage, I am responsible for facilitating conversations around life insurance and planning solutions to financial advisors and planners. Our approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life, and variable products for fully-underwritten (however, I can assist with simplified and guaranteed issued plan questions.) We also focus on building relationships with an advisor to help maximize the impact the Life Insurance Portfolio Analyst Department can have on their practice.• Provide technical and marketing support of In-Force life insurance products including reviewing and breaking down in-force policy data and educate producer on in-force products.• Accurately create Life Audit output reports to deliver to producers.• Review and analyze in-force life insurance policies and be able to identify strengths and weaknesses of each policy and/or identify opportunities for improvement that are in the best interests of the client.• Break complex topics into easy to understand conceptsAsh Brokerage’s team of more than 350 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Helping advisors choose what options best fit their client needs looking at all potential options.

Fort Wayne, Indiana Area

• Respond to inquiries from agents/brokers requesting assistance in locating a life insurance policy to meet specific customer needs. Through discussion with agent/broker, collect detailed information regarding the prospective applicant, including but not limited to demographic detail, occupation, family history, hobbies, travel plans and medical/health information, face amount and targeted premium. If applicant has medical impairment(s), provides direction to agent/broker on acquisition of additional health information required in order to prepare a practical illustration.• Utilizing carrier software, create professional illustration of proposed policy offering and transmit to agent/broker for consideration by prospective applicant.• Contact agent/broker to discuss features and merits of the illustrated policy, and through follow-up, actively involve the agent/broker in the redesign and re-quote of alternatives if necessary.• Maintain awareness of new or modified product offerings and industry developments.

Fort Wayne, Indiana Area

• Instructed 20-30 juniors in summer golf camps which contributed to an increase in revenue.• Increased golf merchandise sales through effective selling techniques• Coordinated 10 member tournaments and managed a staff of 15 part-time employees• Operated POS cash register. Compiled reporsts, such as cash receipts, customer-bill charges, and sales for account and management purposes. Responsibilities also included: tournament preparation and execution, tee sheet management, golf operations, outside service, golf club repairs, and retail responsibility.

Bachelor Of Science (B.S.), Business Marketing

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Education record