Jenny Cole Email & Phone Number

Fort Wayne, Indiana Area

As a Case Manager in the Life Insurance New Business at Ash Brokerage, this position serves as a liaison between relationship case managers and insurance carriers to expedite the application and issue process for life insurance applications. My main responsibilities include: -Monitoring progress of cases, facilitating the procurement of outstanding requirements and providing ongoing status to Agents and Carriers. -Serving as a liaison between agents and insurance carriers. -Administering "pre-underwriting" functions including application management, informal file reviews and managing questions from Agents on potential clients. -Identifying issues which may impede the issuance of the policy. Based on assessment and on knowledge of practices of individual carriers Electronic Processing and requirements, and contacting internal and/or carrier underwriting staff to confirm the validity of issues. -Based on age, face amount, application type, and individual carrier guidelines, ordering initial requirements on behalf of the agent/broker. -Locating any missing or needed documents inside the case. Having them sent Electronically to the needed parities for signatures, and then sent over to the carrier to process. Ash 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

Business Assistant at NorthPoint Dental Care, I was responsible for checking clients in and out, collecting premium for services, check insurance coverage and amount available, gave treatment plan presentations to clients prior to completing Dental Treatment, I was in charge of doing collection calls, posting payments from insurance carriers, answering phones, and assisting Hygienists in Perio Charting Numbers. I also helped clean the office and stock up on items out in the waiting room for clients.

Fort Wayne, Indiana Area

I managed the dietary needs of cardiac patients.