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.

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.

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.

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.