Grace Vera Email and Phone Number

Provide leadership & workflow direction to New Business team. Ensure prompt, accurate servicing of policies, meeting client and agent expectations. Work directly with team members to further individual skill sets and enhance overall performance. Assist with and handle difficult casework.Maintain new business tracking database and track case through its life cycle.Track Home Office policy requirements prior to approval and issuance. This includes reviewing of application for… Show more Provide leadership & workflow direction to New Business team. Ensure prompt, accurate servicing of policies, meeting client and agent expectations. Work directly with team members to further individual skill sets and enhance overall performance. Assist with and handle difficult casework.Maintain new business tracking database and track case through its life cycle.Track Home Office policy requirements prior to approval and issuance. This includes reviewing of application for completeness and accuracy, electronically submit case and determine outstanding requirements, following up and resolving issues with corporate new business team.Handle all different types of applications such as personal, business, and trust owned .Assist with and handle challenges with cases to include identifying when a case may be tracking other than applied for.Provide regular updates to management and staff by phone calls, reports and emails to all key stakeholders. Show less

Assist Regional Director of Operations in maximizing team performance through ongoing mentoring, training and coaching. Includes reviewing the work of team members to ensure quality and providing feedback an results to employees and management.Provide formal and informal training of New Business Team. Assist Regional Director of Operations with hiring selection of new business positions.Train new agents on the new business process.Manage new business cases from initial… Show more Assist Regional Director of Operations in maximizing team performance through ongoing mentoring, training and coaching. Includes reviewing the work of team members to ensure quality and providing feedback an results to employees and management.Provide formal and informal training of New Business Team. Assist Regional Director of Operations with hiring selection of new business positions.Train new agents on the new business process.Manage new business cases from initial receipt to client delivery including complex cases.Resolve any issues that may arise within the Resource Center. (i.e. telephone systems, prospective clients/vendors. Show less

Manage new business for 20 in-house and outside agents.Process and submit new applicationsReview applications and policies for accuracy and report any changes to Home Office.

Trained seasonal employeesPrepared employee schedules and payroll.Maintained optimal inventory levels.Supervised floor sales team