Senior New Business Administrator | Annuities
CurrentAs a New Business Administrator at Ash Brokerage, I have the opportunity to review annuity applications and carrier policies to ensure that the information is portrayed correctly for the client, agent, and Ash. The Core Case Managers and Relationship Case Managers at Ash depend on the New Business Administrator to check forms, run illustrations, and notify them of any outstanding items that might be needed before a policy can be enforced, and agencies can be paid! - Checking Application Forms to Ensure All Items Required by the Carrier are Included - Verifying/Adding Agents & Agency Codes to Apps so Commissions are Paid Correctly - Running Illustrations so Case Managers Can Send Premiums to Agents - Verifying/Adding Rates and Term Dates (Codes) to Annuity ApplicationsI’m proud to be a part of Ash Brokerage’s team of more than 300 people who make a difference for financial professionals and their clients each day. We know our work has an impact on the lives of countless people, along with their families, businesses and communities. That’s why we remain focused on building deeper relationships and providing positive outcomes. That’s why you should work with Ash Brokerage.
