I handle all aspects of new business, from initial presentations to contract delivery. This entails knowledge of various insurers, their forms, procedures, and software, as well as clear communication and coordination with all participants of the underwriting process. Specifically, I capably manage details whilst keeping the bigger picture in focus.Having created all of the graphic presentations used by the firm, I am proficient in each module of Microsoft Office, various photo-editing and design software, as well as video editing software, including Video Studio Pro X3.

Close coordination with The Morton Company, our in-house qualified plan administrators, encompassing the same skill sets defined above.