David Shultz Email & Phone Number

Hartford, Connecticut, United States

Hartford, Connecticut

Farmington, Ct

• Act as a liaison between clients, financial advisors, and Life Insurance companies.• Actively manage 180 individual cases while providing weekly updates on statuses.• Assist sales managers with quotations and life insurance options for potential clients.• Provide customer service for in-bound and out-bound calls.• Provide a concierge service to highly productive financial advisors.• Research and resolve escalation cases.• Analyze stagnant underwriting files and… Show more • Act as a liaison between clients, financial advisors, and Life Insurance companies.• Actively manage 180 individual cases while providing weekly updates on statuses.• Assist sales managers with quotations and life insurance options for potential clients.• Provide customer service for in-bound and out-bound calls.• Provide a concierge service to highly productive financial advisors.• Research and resolve escalation cases.• Analyze stagnant underwriting files and determine the proper solution in order to complete the process.• Inherit problematic cases, identify and document when a lack of appropriate action was taken, and seek resolution.• Able and adept at working with high need, demanding agents and setting appropriate expectations.• Comfortable at giving necessary push back to strong personalities when required.• Only Case Manager to assist senior management with monthly reporting, which determines achievement of sales goals.• Audit case files, identify errors, and escalate to senior management as appropriate.• Collaborate with management to provide recommendations/solutions on how to correct future process errors.• Backup Supervisor as needed.• Point of contact for Case Manager Team, when internal departments have questions regarding role specific processes.• Mentor new employees. Show less

Boston, Ma

In the Annuity Death Claims Department:• Promoted to the Annuity Death Claims Department.• Responsible for contacting beneficiaries in order to assist paying the death claim.• Provided customer service from in-bound and out-bound calls• Researched Abandoned Claims in order to locate beneficiaries in which the death claim is due.• Worked jointly with Investigative Services.• Promoted to Senior Specialist in April 2011.

Boston, Ma

In the New York New Business Department:• Promoted to the New York New Business Department.• Assisted brokers and clients to establish new Fixed and Variable annuity business solely in New York.• Specialist regarding New York Insurance requirements and Regulation 60 business.• Promoted to Case Manager to handle all business for Merrill Lynch and Edward Jones financial advisors.• Played key role with Business Automation functionality for New York clients.• Helped… Show more In the New York New Business Department:• Promoted to the New York New Business Department.• Assisted brokers and clients to establish new Fixed and Variable annuity business solely in New York.• Specialist regarding New York Insurance requirements and Regulation 60 business.• Promoted to Case Manager to handle all business for Merrill Lynch and Edward Jones financial advisors.• Played key role with Business Automation functionality for New York clients.• Helped organize clean up projects within systems.• Assisted with Marketing to redesign applications and required forms in order to make the business easier and simpler to brokers and clients. Show less

Boston, Ma

In the National New Business Transfer Department:• Promoted to the National New Business Transfer department.• Assisted brokers and clients to establish new Fixed and Variable Annuity business.• Acted as a liaison between clients and surrendering insurance companies.• Proficient in state regulations regarding transfer of funds between insurance companies.

Boston, Ma

In the Mailroom and Image Center:• Began as a temporary employee working in the mailroom and image center.• Responsible for scanning and indexing all received mail into AWD Image system for the rest of the company.• Reviewed legal documents regarding Anti-Money Laundering.

Allentown, Pennsylvania Area

I first began working with a landscaper while in high school and enjoyed the sense of accomplishment one can achieve by looking at the ‘before and after’ results of one’s labor. I designed a flyer and knocked on doors in neighborhoods, which I believed would utilize landscaping. I purchased a trailer and bought the necessary tools of the trade. Slowly as homeowners became customers, I was referred to family and friends of satisfied customers. The business grew to become a sixth month business… Show more I first began working with a landscaper while in high school and enjoyed the sense of accomplishment one can achieve by looking at the ‘before and after’ results of one’s labor. I designed a flyer and knocked on doors in neighborhoods, which I believed would utilize landscaping. I purchased a trailer and bought the necessary tools of the trade. Slowly as homeowners became customers, I was referred to family and friends of satisfied customers. The business grew to become a sixth month business, while I continued my college education. My previous experience working in high school taught me the time management, skills, and work attitude required in order to complete different landscaping jobs. Ultimately I serviced over 50 regular customers before relocating to Boston, MA. Show less