Lisa Jones Email & Phone Number

Fort Wayne, Indiana Area

As a Customer Services Consultant at Ash Brokerage, my day includes a variety of ways to administratively handle an insurance advisor's contracting, licensing and compensation with insurance carriers. - Answering call from advisors (our queue is open from 8am - 6pm EST) - Evaluate the need for each call, direct deposits, contracting, commissions or miscellaneous requests - Set the proper expectation for turnaround times - Reaching out to carriers when required - Working with our Case Mangers and Relationship Managers when necessary - Answering all emails within a 24-hour timeframeI’m proud to be a part of Ash Brokerage’s team of more than 300 people who make a difference for financial professionals and their clients each day. We know our work has an impact on the lives of countless people, along with their families, businesses, and communities. That’s why we remain focused on building deeper relationships and providing positive outcomes. That’s why you should work with Ash Brokerage.

Ann Arbor, Mi

As Image Indexing at Citi Mortgages, I was responsible for scanning documents and logging policies which then are sent to carriers, clients, and/or stored for historical purposes. Being detail-oriented was critical in the insurance and financial services industry.

Education record

Bachelor’S Degree, Psychology

Bachelor’S Degree, Psychology