Hailey Woods Email & Phone Number

Charlotte, Nc

• Managed daily operations of a successful high net-worth financial advisory firm• Facilitated all insurance underwriting for Life, Disability, and Long Term Care insurance• Prepped for all client meetings and insured accuracy of insurance applications/forms before submission to headquarters• Met with clients one-on-one to complete insurance applications• Conducted all insurance service requests including conversions, policy changes, surrenders, and account transactions• Integrated organizational systems for underwriting, client servicing, and delinquent accounts• Coordinated calendars between Financial Representatives, joint-work partners, wholesalers, and clients• Built and maintained strong client relationships and customer satisfaction• Trained new Associate Financial Representatives and office assistants• Ensured office supplies and marketing materials were ordered and stocked