Jennifer Yoder Email & Phone Number

Columbus, Oh, Us

United States

Columbus, Ohio Metropolitan Area

Maintain responsibility for providing the implementation of life and disability products for new business groups. Partnering with insurance brokers, agents, and businesses purchasing life and disability insurance products for employee benefits. Liaise with the underwriting team and professional sales team to make sure we are obtaining all documents necessary for implementation. Setting up sales calls for implementation instructions with the groups, offering assistance and building relationships.

Columbus, Ohio Metropolitan Area

Provided excellent customer service to Nationwide clients, calling about various financial questions. Provided quality sales & service to financial advisors, agents, and clients. Analyzing and resolving issues and inquiries that required in-depth products, withdrawls, taxes, benefits, product features, costs, loans, and premium schedules. Maintaining a record of conversations and follow through on processes, following FINRA compliance. Helped to educate clients in all aspects of their contract and finances. Provided excellent customer service to Nationwide clients, calling about various financial questions. Provided quality sales & service to financial advisors, agents, and clients. Analyzing and resolving issues and inquiries that required in-depth products, withdrawls, taxes, benefits, product features, costs, loans, and premium schedules. Maintaining a record of conversations and follow through on processes, following FINRA compliance. Helped to educate clients in all aspects of their contract and finances.

United States

Maintained responsibility for providing sales, business development, and customer relations support for Life AD&D, Long/Short Term Disability, Dental, and Vision plans. Established relationships with key general agencies to contribute to growth initiatives. Participated in business development and regional sales support initiatives while managing territories in CA, TX, and NV-West Coast. Partnered with insurance brokers, insurance agents, and businesses interested in specialty insurance products for employee benefits based on group size. Liaised with the underwriting team and sales team while providing competitive quotes. Provided benefit summaries to new and existing groups.