Jamie Elder Email & Phone Number

Owings Mills, Maryland, United States

Licenses:Maryland Life, Health & AccidentAFR Role:• Prepare insurance applications and coordinate with clients to complete and sign.• Order and monitor completion of medical underwriting requirements.• Submit and track applications through the underwriting process. Coordinate with clients and underwriters to satisfy all underwriting requirements in a timely manner.• Maintain open line of communication with clients throughout the underwriting process.• Verify accuracy of policy post-approval. Coordinate with the Financial Representatives or client for delivery.• Process incoming non-securities related insurance service requests from clients (process address changes, bank change information, loan requests and ISA service inquiries)• Maintain client file according to compliance regulations. Document all client contact and service work completed.• Manage Financial Representatives licenses, ensuring proper state licenses are acquired and maintained.

Westminster, Maryland

• Greet customers, obtain customer information, answer customer inquires• Create invoices and handle account receivables as well as past due accounts• Responsible for receiving and paying all company invoices• Answer phones and direct customers• Conduct employee interviews• Handle employee payroll as well as payroll taxes and W2s• Manage and input information into company based databases; Maryland EVR, Winworks & Quickbooks• Serve as Human Resources contact for all employees• Served as insurance policy and benefits package expert for employees• Handle customer compliments and complaints• Responsible for all vendor and marketing meetings• Responsible for distributing funds to marketing and advertising investments• Completed new company website using Sitebuilder software• Responsible for keeping business compliant with state and federal licensing laws

Baltimore, Maryland Area

• Reconciled and researched discrepancies on Natural Gas Pipeline Invoices• Served as liaison for Natural Gas Pipeline Traders and Natural Gas Pipeline Schedulers• Traveled the country to have face to face meetings to resolve discrepancies between gas rates and gas volumes• Managed multiple accounts while adhering to strict payment deadlines• Used Excel Spreadsheets and company based database GLASS to make adjustments to rate and volume variations