Track daily submitted business of annuity and life insurance policies to submit to CEOUpdate database from commission statements and electronic fund transfers to report to sales directors, executive team, and CEOTrack the contracting of newly recruited agents to first submitted annuity businessAnalyze trends from recruiting to ensure quality agents making company more profitableInvoice seminar productions for over three hundred insurance agents

Coordinate contracting and licensing needs for all Tarkenton Financial agents in the fieldManage insurance carrier contracts for agency

Provided financial product expertise to over 300 insurance agentsResearched and studied annuity products and features in order to provide agents with the most current and accurate product knowledgeAssisted insurance agents on position of products in plans designed for individual clients

Organize and maintain case files, pleadings and other documents for numerous casesDraft, review and proofread correspondence, position papers and pleadingsPrepare and examine courtroom exhibitsMember of Trial Team

Audited and examined financial records of mortgage companies Insured compliance with state laws, rules, and regulationsRecommended methods of improvement and adherencePrepared detailed and complex examination narrative reports identifying legal, financial and administrative problems