Cynthia Lucci Email and Phone Number
With three decades of experience as a skilled life insurance professional, I currently hold the position of Vice President of Life Operations at Blanket Insurance. In this role, I am responsible for planning, coordinating, and overseeing life operations in both the United States and Canada. Additionally, I serve as the Designated Responsible Producer in all 50 states & DC on behalf of a National Agency. I possess a strong ability to adapt, allowing me to thrive in diverse and changing environments. This skill enables me to navigate challenges effectively and maintain a high level of performance in various situations.Throughout my career, I have been dedicated to assisting agents and brokers in effectively guiding clients towards optimal results and financial security. Whether it involves processing new applications or servicing existing policies, I ensure a first-class experience by providing personalized attention and maintaining open communication. My goal is to foster effective collaboration with life underwriters and carrier customer service teams, ensuring the seamless processing of applications and policy changes. From submission to placement and ongoing policy service, I prioritize continuous communication to keep all stakeholders informed throughout the entire process.My top objective is to utilize my effective communication and task management skills to build trusted relationships with both brokers and clients. Above all, I strive to collaborate with team members to meet objectives and expectations in a timely manner, managing issue resolution and determining appropriate courses of action. Core Competencies:• EBIX Smart Office• VirtGate• ChargeOver • EZ Lynx & Applied Epic• REVE Chat• Salesforce• Excel• Google Workspace• Life Insurance Quotes & Quick Quotes• Term, Whole Life and Universal Life• In Force Policy Changes, Illustrations & Policy Statements
Blanket
View- Website:
- blanket.com
- Employees:
- 11
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Vice President - Life Insurance Division | Life And Health Agent | Corporate SecretaryBlanketNew York, Ny, Us -
Vice President - Life Insurance Division | Life & Health Agent | Corporate SecretaryBlanket Oct 2020 - PresentMontreal, Quebec, Ca• Designated Responsible Producer on behalf of a National Insurance Agency in all 50 States • Responsible for overseeing Life Operations in both the United States & Canada• Develop & maintain workflows and administrative processes ensuring efficiency and seamless operations• Serve as Corporate Secretary playing a crucial role in managing various administrative tasks• Record and maintain the tracking of monthly invoices & commissions• Initiate the filing of annual reports in compliance with regulatory requirements • Manage large life cases through valued MGA partnerships -
Life Insurance Case ManagerAgent Support Group, Inc. Apr 2004 - Nov 2019• Engaged daily with brokers to streamline the life application process from submission to placement• Managed the processing of delivery requirements, premium payments & in force policy statements• Coordinated medical exams; obtained medical records and documents to facilitate approvals• Collaborated effectively with life underwriters across various carriers to expedite the application process • Adhered meticulously to state and carrier regulations during underwriting and post issue changes• Negotiated unfavorable approvals and rated contracts utilizing in house quick quote procedures
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New Business Specialist/Administrative AssistantR. J. Rudolf & Associates, Inc. Jun 1991 - Dec 2003• Reviewed and submitted life and disability applications; performed year-end pension plan calculations • Coordinated the scheduling of medical exams and secured relevant medical records• Collaborated effectively with MGA's to ensure the timely processing of all applications• Transcribed dictation, managed calendars & prepared client presentations to support the overall workflow• Delivered exceptional service by assisting clients with in-force policy requests & facilitating death claims
Cynthia Lucci Education Details
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Katharine Gibbs SchoolGeneral
Frequently Asked Questions about Cynthia Lucci
What company does Cynthia Lucci work for?
Cynthia Lucci works for Blanket
What is Cynthia Lucci's role at the current company?
Cynthia Lucci's current role is Vice President - Life Insurance Division | Life and Health Agent | Corporate Secretary.
What schools did Cynthia Lucci attend?
Cynthia Lucci attended Katharine Gibbs School.
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