Maggie Schmidt

Maggie Schmidt Email and Phone Number

Head of New Business @ Tritium Private Wealth Strategies, LLC
king of prussia, pennsylvania, united states
Maggie Schmidt's Location
Glenside, Pennsylvania, United States, United States
Maggie Schmidt's Contact Details

Maggie Schmidt work email

Maggie Schmidt personal email

n/a
About Maggie Schmidt

Maggie Schmidt is a Head of New Business at Tritium Private Wealth Strategies, LLC. She possess expertise in insurance, life insurance, management, project management, banking and 11 more skills.

Maggie Schmidt's Current Company Details
Tritium Private Wealth Strategies, LLC

Tritium Private Wealth Strategies, Llc

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Head of New Business
king of prussia, pennsylvania, united states
Website:
tritium-llc.com
Employees:
7
Maggie Schmidt Work Experience Details
  • Tritium Private Wealth Strategies, Llc
    Head Of New Business
    Tritium Private Wealth Strategies, Llc Mar 2022 - Present
    King Of Prussia, Pennsylvania, United States
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  • Stanley-Laman Group, Ltd.
    Life Insurance Underwriting Case Manager
    Stanley-Laman Group, Ltd. Jun 2019 - May 2022
    Berwyn, Pa
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  • American Brokerage Services
    Case Manager
    American Brokerage Services Jun 2008 - Jun 2019
    Duties include: Monitors progress of cases, facilitates the procurement of outstanding requirements, and provides ongoing status to agents. Serve as a concierge level liaison between agents and insurance carriers. 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. Based on age, face amount and individual carrier guidelines, orders initial requirements on behalf of the agent/broker. Locates any missing documents to keep file in good order.
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Maggie Schmidt Skills

Insurance Life Insurance Management Project Management Banking Underwriting Customer Service Time Management Case Management New Business Development Public Speaking Strategic Planning Microsoft Excel Health Insurance Business Development Term Life Insurance

Frequently Asked Questions about Maggie Schmidt

What company does Maggie Schmidt work for?

Maggie Schmidt works for Tritium Private Wealth Strategies, Llc

What is Maggie Schmidt's role at the current company?

Maggie Schmidt's current role is Head of New Business.

What is Maggie Schmidt's email address?

Maggie Schmidt's email address is ma****@****man.com

What are some of Maggie Schmidt's interests?

Maggie Schmidt has interest in Animal Welfare, Education, Arts And Culture, Health.

What skills is Maggie Schmidt known for?

Maggie Schmidt has skills like Insurance, Life Insurance, Management, Project Management, Banking, Underwriting, Customer Service, Time Management, Case Management, New Business Development, Public Speaking, Strategic Planning.

Who are Maggie Schmidt's colleagues?

Maggie Schmidt's colleagues are Lisa Truitt, Quentin Sturm, Sammy Schiff, Evelyn Mayer, Lawrence Gincel, Kelly Gray, Jacob Faust.

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