Melissa Evertson
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Melissa Evertson Email & Phone Number

Annuity Operations/ Licensing Analyst at Gradient Financial Group
Location: Topeka, Kansas, United States 6 work roles 1 school
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Current company
Role
Annuity Operations/ Licensing Analyst
Location
Topeka, Kansas, United States
Company size

Who is Melissa Evertson? Overview

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Melissa Evertson is listed as Annuity Operations/ Licensing Analyst at Gradient Financial Group, a company with 102 employees, based in Topeka, Kansas, United States. AeroLeads shows a matched LinkedIn profile for Melissa Evertson.

Melissa Evertson previously worked as Annuity New Business Specialist at Gradient Financial Group and Client Service Specialist at Jones Advisory Group, Llc. Melissa Evertson holds Bachelor'S, Business Administration And Management, General from Friends University.

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Email format at Gradient Financial Group

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Gradient Financial Group

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Profile bio

About Melissa Evertson

Bachelor's Degree in Organizational Management and Leadership from Friends University. Experience: 4.5 Years as a Legal Assistant, 6 Years in the Kansas Insurance Licensing Industry, and 12 Years with working with annuities. Over 22 years of customer service experience.

Current workplace

Melissa Evertson's current company

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Gradient Financial Group
Gradient Financial Group
Annuity Operations/ Licensing Analyst
arden hills, minnesota, united states
Website
Employees
102
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6 roles

Melissa Evertson work experience

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Annuity Operations Specialist

Topeka, Kansas, United States

Complete various follow ups to insurance carriers to ensure each application has been received, reviewed and deemed in good order and is being processed in a timely manner. Review and record all service work and requirements received from agents. Upload, email or forward service requests to proper insurance carrier. Input and review annuity applications to.

Apr 2018 - Oct 2022

Licensing Technical Analyst

Topeka, Kansas, United States

Compiling company Appointment Billings and Renewals. Process company address change requests. Producer Licensing NIPR process. Individual agent and agency appointments and terminations. Review/Process/Decline agent applications and renewals. Computer System Maintenance. Assist with password configuration and onboarding agents and companies. Process open.

Dec 2011 - Mar 2018

Licensing Specialist / New Business Associate

Topeka, Kansas, United States

Jan 2003 - Oct 2008

Account Services Representative

Topeka, Kansas, United States

Mar 2001 - Jan 2003
Team & coworkers

Colleagues at Gradient Financial Group

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1 education record

Melissa Evertson education

FAQ

Frequently asked questions about Melissa Evertson

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What company does Melissa Evertson work for?

Melissa Evertson works for Gradient Financial Group.

What is Melissa Evertson's role at Gradient Financial Group?

Melissa Evertson is listed as Annuity Operations/ Licensing Analyst at Gradient Financial Group.

Where is Melissa Evertson based?

Melissa Evertson is based in Topeka, Kansas, United States while working with Gradient Financial Group.

What companies has Melissa Evertson worked for?

Melissa Evertson has worked for Gradient Financial Group, Jones Advisory Group, Llc, Advisors Excel, Kansas Insurance Department, and Aviva.

Who are Melissa Evertson's colleagues at Gradient Financial Group?

Melissa Evertson's colleagues at Gradient Financial Group include Brooke Sage, Barb Kaner, Kayla Koenecke, Jeremy Beavers, and Michael Zondlo-Elliott.

How can I contact Melissa Evertson?

You can use AeroLeads to view verified contact signals for Melissa Evertson at Gradient Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Melissa Evertson attend?

Melissa Evertson holds Bachelor'S, Business Administration And Management, General from Friends University.

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