Automotive, Yacht, Motorhome and Industrial equipment detailing. We have a small team of highly equipped detailers capable of handling high end vehicles and yachts.

• Series 7 & 63 licensed representative • Training and mentoring new hires and newly licensed specialists• Processing rollovers and 401k distributions, executing stock sales and options exercises, processing wire transfers• Ensuring security of accounts and deterring potential fraud • Promoting Asset Retention campaign• Identifying new business opportunities with existing clients• Servicing ~ 12,000 clients per year• Managing all account types at Retirement Benefit Contact Center (Equity, Stock options, Employee Stock Purchase, 401k, Pension, Multi Stock Option Products) for fortune 500 companies.

Responsible for handling cargo claims from first notification to final claim settlement. Appointing marine surveyors, survey agents and other experts and monitoring their output from a technical quality and service point of view. Liaising with claimants to assist with investigating the cause of damage and collecting all necessary claims documentation. Interpreting policy language and making accurate coverage determinations. Advising underwriters on settlement of claims and future loss prevention strategies. Preparing periodic status reports to underwriters regarding open and settled claims. Managing marine claims database and producing various claim data reports to ensure proper and timely handling of all claims.

Branch based sales and service position whose primary goal is to help customers by discovering financial needs, helping with problem resolutions, and processing transactions when needed.