Emily Freese Email & Phone Number
@equitable.com
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Who is Emily Freese? Overview
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Emily Freese is listed as Financial Advisor-- Equitable Advisors at Equitable Advisors, a with 3118 employees, based in United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Emily Freese.
Emily Freese previously worked as Financial Advisor at Equitable Advisors and Service Representative- Team Lead at Paychex. Emily Freese holds Associate'S Degree, Liberal Arts And Sciences/Liberal Studies from Monroe Community College.
Email format at Equitable Advisors
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AeroLeads found 1 current-domain work email signal for Emily Freese. Compare company email patterns before reaching out.
About Emily Freese
Emily Freese is a Financial Advisor-- Equitable Advisors at Equitable Advisors.
Emily Freese's current company
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Emily Freese work experience
A career timeline built from the work history available for this profile.
Service Representative- Team Lead
- Train new and existing employees on Human Resource Management System (HRIS) - Train employees on working with insurance carriers on enrollments, changes, and terminations (ATCs) to client polices using online portals, phone, and email- Facilitate and participate in department mentor program including leading twice weekly meetings to develop action plans for mentees that align with department goals and company values- Oversee staff currently facilitating mass waiver process-… Show more - Train new and existing employees on Human Resource Management System (HRIS) - Train employees on working with insurance carriers on enrollments, changes, and terminations (ATCs) to client polices using online portals, phone, and email- Facilitate and participate in department mentor program including leading twice weekly meetings to develop action plans for mentees that align with department goals and company values- Oversee staff currently facilitating mass waiver process- Perform ATCs and work in HRIS to meet service level agreements - Audit employee ATCs and employee work in HRIS- Develop policy as part of specialist II team surrounding record keeping and ATCs Show less
Service Representative
-Conducted intake of insurance documents and collaborate with state and federal insurance carriers to ensure clients obtain desired coverage-Established, managed, and maintained positive and professional relationships insurance carriers and all external and internal partners-Responded to inbound calls and placed outbound calls as required by the business unit; maintained accurate recording of all internal and external communication-Utilized multiple computer software applications in… Show more -Conducted intake of insurance documents and collaborate with state and federal insurance carriers to ensure clients obtain desired coverage-Established, managed, and maintained positive and professional relationships insurance carriers and all external and internal partners-Responded to inbound calls and placed outbound calls as required by the business unit; maintained accurate recording of all internal and external communication-Utilized multiple computer software applications in conjunction with carrier and bureau web-sites, internal systems to include HRIS, and ORS in order to respond to all client inquiries-Participated in product related projects and training sessions- Developed and implemented Mass Waiver program to increase efficiency of insurance waiver submissions; program reduced labor from two to one employees and significantly decreased completion times for waivers Show less
Dog Trainer
-Utilized a variety of learning techniques to educate dog owners on how to effect behavioral change in their dogs-Taught beginner to advanced level classes and therapy dog classes-Communicated with dog owners to plan implementation of training at home-Created training schedules -Promoted training classes to dog owners and executed sales-Focused on customer service and retention to grow training program
Core Associate
-Provided education and support to customers in order to help them find the best services and products for their pets-Operated cash register to itemize and total purchases-Manage and arrange store promotional materials
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
Thomas P. Sullivan
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
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JO
Jose Otero - Alvarado
Colleague at Equitable AdvisorsPonce, Puerto Rico
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Foster Dodge
Colleague at Equitable AdvisorsDetroit Metropolitan Area, United States
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Anthony Abidin
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
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Chris Brooks, Cfp®
Colleague at Equitable AdvisorsGreenwood, Indiana, United States
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JW
Jill Winter
Colleague at Equitable AdvisorsSalt Lake City, Utah, United States
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MK
Michael Kint
Colleague at Equitable AdvisorsLincoln, Nebraska, United States
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DR
Dana R Millmore. Lutcf. Fscp
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
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JK
Joshua Kay
Colleague at Equitable AdvisorsConneaut, Ohio, United States
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MR
Michael Rufo
Colleague at Equitable AdvisorsCleveland, Ohio, United States
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Emily Freese education
Frequently asked questions about Emily Freese
Quick answers generated from the profile data available on this page.
What company does Emily Freese work for?
Emily Freese works for Equitable Advisors.
What is Emily Freese's role at Equitable Advisors?
Emily Freese is listed as Financial Advisor-- Equitable Advisors at Equitable Advisors.
What is Emily Freese's email address?
AeroLeads has found 1 work email signal at @equitable.com for Emily Freese at Equitable Advisors.
Where is Emily Freese based?
Emily Freese is based in United States while working with Equitable Advisors.
What companies has Emily Freese worked for?
Emily Freese has worked for Equitable Advisors, Paychex, and Petsmart.
Who are Emily Freese's colleagues at Equitable Advisors?
Emily Freese's colleagues at Equitable Advisors include Thomas P. Sullivan, Jose Otero - Alvarado, Foster Dodge, Anthony Abidin, and Chris Brooks, Cfp®.
How can I contact Emily Freese?
You can use AeroLeads to view verified contact signals for Emily Freese at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Emily Freese attend?
Emily Freese holds Associate'S Degree, Liberal Arts And Sciences/Liberal Studies from Monroe Community College.
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