Josie Charlton

Josie Charlton Email and Phone Number

CEO @ JC3 Solutions, LLC
Fox River Grove, IL, US
Josie Charlton's Location
Fox River Grove, Illinois, United States, United States
Josie Charlton's Contact Details

Josie Charlton work email

Josie Charlton personal email

About Josie Charlton

My passion is using successful CRM implementation and maintenance to enhance productivity in the financial services industry. With over 15 years total experience, I have a deep understanding of both the financial services industry and CRM technology.Consulting Services Include:Investment Workflows & RMD ReportingAdvisory Review Workflow Build & ExecutionOpportunity Workflow Development & AutomationLead / Orphan Distribution & TrackingMarketing Campaigns & EventsInforce Policy Statistic & Cross MarketingData Integrity & Contact ManagementExpert Report Writing & Personalized Dashboard DesignDetailed Activity AnalysisPrior to my work in CRM, I was in the life insurance industry with a focus on life insurance financing / high net worth informal underwriting / case management.

Josie Charlton's Current Company Details
JC3 Solutions, LLC

Jc3 Solutions, Llc

View
CEO
Fox River Grove, IL, US
Employees:
9
Josie Charlton Work Experience Details
  • Jc3 Solutions, Llc
    Ceo
    Jc3 Solutions, Llc
    Fox River Grove, Il, Us
    View
  • Flah & Company
    Chief Operating Officer
    Flah & Company Jul 2023 - Present
    Palm Beach Gardens, Florida, United States
    View
  • Jc3 Solutions, Llc
    Ceo
    Jc3 Solutions, Llc Feb 2018 - Present
    Greater Chicago Area
    View
  • What'S Next 4 Financial Advisors
    Director Of Operational And Crm Systems
    What'S Next 4 Financial Advisors Jan 2022 - Feb 2024
  • Ebix
    Crm Training / Consulting
    Ebix Feb 2015 - Jan 2018
    View
  • Financial Productivity Group
    Manager, Implementation And Product Development
    Financial Productivity Group Feb 2010 - Feb 2015
  • Jr Katz
    Database Administrator & Underwriting Specialist
    Jr Katz Oct 2006 - Feb 2010
    View
  • Accuquote
    Case Manager/Underwriting
    Accuquote Jun 2005 - Jul 2006
    View

Josie Charlton Skills

Insurance Life Insurance Health Insurance Employee Benefits Crm Customer Service Financial Services Microsoft Excel Disability Insurance Underwriting Microsoft Office Benefits Administration 401k Powerpoint Term Life Insurance Microsoft Word Program Management Fixed Annuities Brokers Access Employee Relations Estate Planning Social Media Property And Casualty Insurance

Josie Charlton Education Details

Frequently Asked Questions about Josie Charlton

What company does Josie Charlton work for?

Josie Charlton works for Jc3 Solutions, Llc

What is Josie Charlton's role at the current company?

Josie Charlton's current role is CEO.

What is Josie Charlton's email address?

Josie Charlton's email address is jm****@****aol.com

What schools did Josie Charlton attend?

Josie Charlton attended Eastern Illinois University.

What skills is Josie Charlton known for?

Josie Charlton has skills like Insurance, Life Insurance, Health Insurance, Employee Benefits, Crm, Customer Service, Financial Services, Microsoft Excel, Disability Insurance, Underwriting, Microsoft Office, Benefits Administration.

Not the Josie Charlton you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.