Jolie Karunuñgan Email & Phone Number

Los Angeles, CA, US

Los Angeles, CA

Beverly Hills, CA

Simi Valley, CA

Thousand Oaks, CA

Being the liaison between high producing agents/brokers and the insurance carriers to expedite all levels of the application, underwriting, issue and inforce process on all Life, Annuity, Disability and Long Term Care business.Monitors progress of cases, facilitates the procurement of outstanding requirements, and provides ongoing status to agent/broker..

Westlake Village, CA

• Instructor/Trainer of Case Managers/New Business Admins to expedite the application and issue process for life insurance applications from start to finish.
• Based on age, face amount and individual carrier guidelines, orders initial requirements on behalf of the agent/broker/general agent/carrier.
• Identifies issues which may impede issuance of the policy. Based on assessment and on knowledge of practices of individual carriers, contacts internal and/or carrier Underwriting… Show more Instructor/Trainer of Case.
• Identifies issues which may impede issuance of the policy. Based on assessment and on knowledge of practices of individual carriers, contacts internal and/or carrier Underwriting staff to confirm validity of issues.
• Performs “pre-underwriting" function through review and analysis of medical and occupational information, family history and beneficiary designation. Show less

Simi Valley, CA

Extreme underwriting from start to finish for major financial institutions, banks, independent advisor groups, and associations. Expedites on all levels of the application, underwriting, issue & inforce process on all Life, Annuity, Disability and Long Term Care business.Responsible for the coordination of all aspects of the underwriting, case management.

Simi Valley, CA

• Being a liaison between agents and carriers, to include completing everything possible to make everyone’s experience as easy as possible.
• Monitor case progress, track down requirements and provide ongoing status updates.
• Review application information, including medical history, to identify any issues that could present a problem - if necessary, will research and present alternative solutions.
• Respond to quote requests by gathering and assessing client information… Show more Being a liaison between agents and carriers, to include completing everything possible to make everyone’s experience as easy as possible.
• Respond to quote requests by gathering and assessing client information, then making a product recommendation; if necessary, seeking input or refer requests to a marketing specialist.
• Continuously research ways to expedite and improve the processes/services.

Woodland Hills, CA

• Assistant Vice President - High Net Worth/Senior Concierge Case Manager & Manager/Team Lead of the High Net Worth/Concierge Case Management Team*Our team focus is to work with very important, demanding and high net.
• Managed the Concierge Case Management Department, which… Show more Assistant Vice President - High Net Worth/Senior Concierge Case Manager & Manager/Team Lead of the High Net Worth/Concierge Case Management Team*Our.
• Managed the Concierge Case Management Department, which consisted of supervising the team members to perform diligent proactive follow-through, act as a liaisons between the agent and carriers, which entailed high net.
• Input case and manage from start to finish, to include ordering all medical requirements, determine if offer received is suitable and “placeable”. Send policies out, audit all requirements received to make certain they.
• Strong knowledge of General Agency Management System, Quick View, Paperclip and carrier websites.
• Consistently working with in-house underwriters/marketing team, carriers and vendors to get the best possible offer. Show less

Woodland Hills, CA

Centrelink Insurance and Financial Services was acquired by Marsh Private Client Life Insurance Services, Inc. (Marsh & McLennan Companies) in 2004 - total time employed with both companies is over 13+ years.

Woodland Hills, CA

• First Colony Life Insurance Company was acquired in 1996 by GE Financial Assurance Company (a subsidiary of General Electric), and later became Genworth Life and Annuity Insurance Company, a Genworth Financial company.
• Case managed applications once case was entered into the system. Once the underwriting process was completed and case approved, would issue policy… Show more First Colony Life Insurance Company was acquired in 1996 by.
• Case managed applications once case was entered into the system. Once the underwriting process was completed and case approved, would issue policy, assemble and send out.
• Managed the Centrelink Insurance, now Marsh PCLIS account, for 4 years consistently.
• Only Case Manager that had knowledge in all areas of the business, which designated me as the only individual in the company to fill any other Case Manager’s position during their absence.
• 1 of 2 Case Managers within the entire company trained to issue a survivorship policy. Show less