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. Reviews related medical information and identifies issues that may obstruct issuance of the policy as applied for, and… Show more 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. Reviews related medical information and identifies issues that may obstruct issuance of the policy as applied for, and develops creative solutions, presenting agents with alternatives. Performs “pre-underwriting" function through review and analysis of medical and occupational information, family history and beneficiary designation. 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. Confers with writing agent to discuss coverage alternatives. Based on age, face amount and individual carrier guidelines, orders initial requirements on behalf of the agent/broker. Compares medical information contained in the application to that recorded in the medical records/ requirements; identifies and investigates obvious discrepancies and obtains further documentation as necessary. Through regular contact with agents and underwriters, establishes and maintains rapport to enhance working relationships. Maintains awareness of new or modified product offerings and industry developments. Responds to agent requests for quotes by gathering and assessing client-specific needs and recommending best product for given circumstances. Show less

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 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 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, and implementation process for new business. This includes developing and managing the underwriting process to provide… Show more 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, and implementation process for new business. This includes developing and managing the underwriting process to provide efficient, proactive service to clients, understanding the variety of life insurance products and companies, and the implementation process. Manages expectations appropriately and provides first-class client service throughout the entire process. Show less

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. • 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, 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. • Maintain positive relationships with my agents and underwriters - because good rapport creates a better experience for everyone involved. • Confidently negotiate and influence a situation to achieve a successful outcome. • When it comes to problem-solving, I am great at keeping track of the details, and not afraid to dive deeper. • Positive attitude, team spirit, and consistent drive to provide industry-leading service. Show less

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 worth agents, in order to provide the best experience possible.*Aggressive underwriting with the highest standards to obtain a more competitive quote to meet the needs of the producer and client. • 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 team focus is to work with very important, demanding and high net worth agents, in order to provide the best experience possible.*Aggressive underwriting with the highest standards to obtain a more competitive quote to meet the needs of the producer and client. • 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 worth clients and agents, to have the best possible outcome. • 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 are accurate, scrubbing of the formal application and placing case inforce. • 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 in 2007.Partnered with the internal underwriters and outside general agents to support life insurance. • 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 GE Financial Assurance Company (a subsidiary of General Electric), and later became Genworth Life and Annuity Insurance Company, a Genworth Financial company in 2007.Partnered with the internal underwriters and outside general agents to support life insurance. • 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