Associate Financial Representative - Insurance Specialist
CurrentResponsible for all communication between clients and underwriters during application processes. Track and update all open cases with other team members to ensure fast turnaround and client satisfaction. Take detailed notes in client meetings so all communication is well documented and action items can be executed properly. - Received my Life, Accident and Health insurance license- Worked directly with clients to process payments, create illustrations and start new insurance plans based on their needs- Add a new meeting structure for the team to better execute client follow-up and daily tasks- In charge of all open cases for the team and establishing a follow-up plan with each client post-meeting- Walk clients through their current work plans such as short-term disability, long-term disability and life insurance