Lee Gilliland

Lee Gilliland Email and Phone Number

Columbian Financial Group @ Columbian Financial Group
binghamton, new york, united states
Lee Gilliland's Location
Syracuse, New York, United States, United States
Lee Gilliland's Contact Details

Lee Gilliland personal email

n/a
About Lee Gilliland

Service-focused team player, currently working for Columbian Financial Group as a New Business Specialist. Experienced in working independently, working as part of a team and offering leadership

Lee Gilliland's Current Company Details
Columbian Financial Group

Columbian Financial Group

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Columbian Financial Group
binghamton, new york, united states
Website:
cfglife.com
Employees:
188
Lee Gilliland Work Experience Details
  • Columbian Financial Group
    New Business Specialist
    Columbian Financial Group Jul 2022 - Present
    Syracuse, New York, United States
    • Review new applications for correct forms for state and product, product specifications, replacement transactions and regulatory compliance by state, agent licensing review for state written and existing insurance review.• Accurately code eApp (electronic application) and/or imaged paper applications into company operating system while exceeding minimum accuracy and quantity guidelines.• Issues policies, when possible.• Answer agent calls and emails to provide New Business Status, policy information and delivery requirements.• Provide proper documentation to policy files and basic underwriting guidelines/knowledge.• Provide general product information and agent training support. • Conducts Jet Issue Underwriting and policy release within specified underwriting limits and guidelines. Has a solid understanding of the underwriting process. • Strong contributing team member and able to work independently.
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  • Columbian Financial Group
    Senior Customer Service Representative
    Columbian Financial Group May 2018 - Jul 2022
    Syracuse, New York, United States
    • Handle a high volume of telephone calls and respond appropriately to agent and policyholder requests• Responsible for processing address, beneficiary, ownership, third party designee changes; duplicate policies and policy certificates and reinstatements; cash disbursements for surrenders, and loans. • Prepared correspondence to agents and policyholders using template letters and memos. • Trained new team members.
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  • Regal Entertainment Group
    Associate Manager
    Regal Entertainment Group Jul 2015 - May 2018
    Dewitt, New York, United States
    • Assisted General Manager in administering policies and practices in areas such as human resources, compliance, safety, and quality assurance. • Set expectations and modeled excellent service by projecting positive attitude and enthusiasm towards job, company, and customers.• Ensuring that the daily operations of the theater are carried out in an efficient and timely manner, • Daily business opening procedures, including safe counts and creating floats.• Weekly business procedures, including scheduling of staff, movie schedules, ordering of products and miscellaneous calls to various businesses and vendors. • Nightly business closing procedures, including floor staff cash outs, bank deposit preparation, safe counts and daily reporting.• Assisting floor staff with daily operation needs, including ticket sales in box office and concession sales. •Troubleshooting and basic maintenance of Sony 4k Projectors.• Assisted with the roll out of the expanded menu.
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Lee Gilliland Education Details

Frequently Asked Questions about Lee Gilliland

What company does Lee Gilliland work for?

Lee Gilliland works for Columbian Financial Group

What is Lee Gilliland's role at the current company?

Lee Gilliland's current role is Columbian Financial Group.

What is Lee Gilliland's email address?

Lee Gilliland's email address is le****@****ies.com

What schools did Lee Gilliland attend?

Lee Gilliland attended University College Of The Cayman Islands.

Who are Lee Gilliland's colleagues?

Lee Gilliland's colleagues are Vanessa Cronan, Curk Ward, Dale Spencer, Sheryl House, Lesley Frey, Jim Gross, Elsie Thomas.

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