Jessica Reyes Email & Phone Number

Chicago, Illinois, United States

Efficiently assist over 70 Financial Advisors both virtually and face-to-face, through the underwriting process, allowing them to provide the highest quality service to their clients. Responsibilities include:- Service compliant client files.- Create and maintain tasks for applications to ensure timely processing.- Liaison between agent and home office.- Schedule client medical exams.- Order client medical records and submit to underwriting.- Issue and pay for policies.- Print, bind and mail insurance policies for delivery.

Chicago, Illinois, United States

Provided support to Financial Advisors throughout their business cycle, starting with case prep. Responsibilities included: - Prepared and evaluated insurance applications were correct through proofreading and examination.- Created and organized compliant, client files.- Scheduled medical examinations for new clients. - Processed policy changes and ensured completion.- Prepared insurance quotes.

Willow Springs, Illinois, United States

Assisted with the growth and stability of the company by maintaining and creating customer relationships. Responsibilities included: - Conducted sales, service, and solicitation of all forms of insurance business.- Maximized growth and client retention through superior customer service.- Developed accounts and cross sell available products and services.- Generated and pursued new client opportunities.- Maintained staff by orienting and training new employees.- Maintained office efficiency by planning and implementing office systems, layouts, and equipment procurement.