* Support and run a monthly publication that reaches over 8,000 homes in Westfield, MA*Manage customer inquiries, contract sales, onboarding new clients, and the editorial process

Sorted mail and packages according to a route sequence and loaded trucks for delivery each morningDelivered letters, documents, and parcels to over 700 residents and businesses on a daily basisUpdated and maintained Route Edit Book with address changes and new homes and businesses to ensure proper mail delivery Assisted in training new hires to help them become acclimated to the role and manage their daily responsibilities

Advised on insurance products from six insurance carriers, determined which products would provide the proper case design and were best suited for each individual client situation.Conducted policy reviews to assess existing insurance coverage, determined if opportunities existed to improve upon coverage, and provided proper solutions to meet clients' insurance needs.Scheduled appointments with Financial Advisors to evaluate client information and review insurance plans.Packaged sales concepts with marketing materials and application kits; including summaries of existing coverage, with detailed write-ups of new insurance options and product information.

Partnered with external wholesalers to create and strengthen life sales activity by providing sales leads and creating/incorporating territory business plans; tracked and reported progress on sales activity.Identified customer needs and suggested product offerings and marketing strategies; addressed a full range of client and wholesaler inquiries related to products, case design, and insurance industry conditions.Coordinated national canvassing campaigns and executed pro-active sales calls to strengthen agency relations and build a sales pipeline; conducted web-x meeting presentations, and generated proposals for clients and wholesalers.Participated in mentorship program and provided one-on-one coaching support and comprehensive training to further enhance the development of new hires and aide in the successful transition to the Internal Wholesaler role.

Prepared files for underwriting review: ordered and traced medical records, uploaded and updated risk assessment data, reviewed case designs and illustrations, and provided production and administrative support.Orchestrated lines of communication between internal and external sales partners, financial advisors, and underwriting; acting as a liaison to guarantee policies were issued accurately and efficiently.Corresponded with clients through written and verbal communication; participated in a proactive business model and call out campaigns, all while responding to client inquiries within twenty-four hours.Performed case audits and monitored several reports to ensure application processing was accurate and policy output met department standards.

Serviced policy holders and agents on a daily basis through written and verbal communication, ensuring clients understood policy information and clarified any questions and/or concerns.Processed financial and non-financial transactions including: policy loans and withdrawals, surrender requests, policy changes, audit reviews, and research for an assortment of policy of inquiries.Assisted in the training and development of several new hires and transfers that were staffed on the service team.

Processed and posted all daily activity to fund balance sheets, as well as booked and monitored trades on a time sensitive basis.Maintained the filing and recording of all fund activity; reported all share positions for funds on a bimonthly basis.Initiated cash movements through wire transfers, both to and from bank institutions, as well as through internal fund transfers within families of funds.