Kaitlin Ward Email & Phone Number

As a Case Manager at Ash Brokerage, I enjoy helping those who are helping others find protection and security for their planning needs. At its core, Ash Brokerage is about Honoring the Impact® in the lives of the financial professionals who choose to partner with us – we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways … Simply put, we make a difference in the lives of people.Ash is uniquely different … we represent a lot of insurance companies and their products, but that’s not what distinguishes us from other distributors; our people and our culture do. We are driven & focused on helping our advisors get to that next level in their professional lives or bring the passion back into their businesses.Ash believes in thinking differently … we have cultivated a culture of challenging ourselves for continuous improvement. It’s not enough to want better quality and greater efficiencies; we look beyond the routine to identify new and different approaches. We believe in innovation, process improvement and transformational leadership. We’re The Practice Enhancement Company … we do this by enhancing our advisors’ professional credibility and complement their business models, empowering them to unlock business in areas where they are struggling. With a national presence, Ash Brokerage’s team of more than 300 industry experts is committed to investigating, analyzing and comparing products and sales concepts. This unprecedented level of care with hands-on experience ensures advisors receive the right solutions for their clients as well as an unbiased and objective analysis of their clients’ insurance needs. Let us unlock your potential … Let’s do business together!The views expressed on this website are mine alone and do not necessarily reflect the views of my employer. Common Misspellings: Caitlin Ward, Katelin Ward

Listed skills include Life Insurance, Carrier Relationship Management, Relationship Management, Term Life Insurance, and 15 others.

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  Case Manager

  Ash Brokerage

  Jun 2015 - Present - Fort Wayne, Indiana Area

  As a Case Manager in Life Insurance New Business at Ash Brokerage, this position serves as a liaison between relationship case managers and insurance carriers to expedite the application and issue process for life insurance applications. My main responsibilities include:- Monitoring progress of cases, facilitating the procurement of outstanding requirements, and providing ongoing status to relationship case manager.- Serving as a concierge level liaison between relationship case managers and insurance carriers. - Administering "pre-underwriting" functions including application management, informal file reviews and managing the File Share inbox. - Identifying 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 the validity of issues. - Based on age, face amount and individual carrier guidelines, I order initial requirements on behalf of the agent/broker. - Locating any missing documents to keep the file in good order.Ash Brokerage’s team of more than 300 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Helping advisors choose what options best fit their client needs looking at all potential options

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  Indiana University—Purdue University Fort Wayne

  Pre-Nursing Studies