Lori Helman Email & Phone Number

Fort Wayne, Indiana Area

As a Senior Relationship Case Manager at Ash Brokerage this position serves as a liaison between high producing agents/brokers and insurance carriers to expedite the application and issue process for life insurance applications. Monitors progress of cases, facilitates the procurement of outstanding requirements, and provides ongoing status to agent/broker. Serve as a concierge level liaison between agents / brokers and insurance carriers. 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 agent's application to that recorded in medical records/ requirements; identifies and investigates obvious discrepancies and obtains further documentation as necessary. Ash Brokerage’s team of more than 350 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.

Fort Wayne, Indiana Area

As a Policy Change Consultant at Lincoln Financial Group I handled a variety of duties including: Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by agents, and verifying the accuracy of insurance company records.

Fort Wayne, Indiana Area