Drew Mills, Falu, Flmi Email & Phone Number

Fort Wayne, In, Us

Fort Wayne, In, Us

Us

Milwaukee, Wi, Us

Builds relationships with financial advisors while successfully underwriting life policies in a fast-paced environment*Identify and address underwriting challenges within applications, non-medical reports,financial data and various medical tests to issue at best class through substandard risks and up to a decline within a $2million signing authority*Provide guidance and assistance to the field regarding case underwriting and risk appraisal using a proprietary manual*Maintain strict confidentiality and discretion while providing credible and effective communication with the field*Handles aging cases where all information has not yet been received to critically assess and make a final underwriting decision

Roanoke, In, Us

Reporting to the Head Underwriter at One Resource Group this position serves as a liaison between agents/brokers and insurance carriers to expedite the underwriting process to insure client / carrier compatibility. My primary responsibilities include (but certainly are not limited to):*Reviews related files and identifies issues that may obstruct issuance of the policy as applied for, and develops creative solutions, presenting agents with alternatives. *Performs underwriting functions through review and analysis of medical and occupational information, family history and financial design of the file.*Confers with writing agent to discuss coverage alternatives if traditional coverages are not available.*Through regular contact with agents and underwriters, establishes and maintains rapport to enhance working relationships. *Capitalizes on opportunity to educate agents on various product offerings and the benefits of doing business with One Resource Group*Maintains awareness of new or modified product offerings and industry developments. *Responds to agent requests for quotes by gathering and assessing client-specific needs and recommending best product for given circumstances. *May create illustrations for agent consideration, or may seek input or refer request to Marketing Specialist.

Fort Wayne, Indiana, Us

As a Life Marketing Consultant at Ash Brokerage, I am responsible for facilitating conversations around life insurance and planning solutions to financial advisors and planners. Our approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life, and variable products for fully-underwritten, simplified and guaranteed issued plans. We also focus on building relationships with an advisor to help maximize the impact the Life Marketing Department can have on their practice. Ash Brokerage’s team of more than 300 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. I help all advisors involved in the life isurance process to have peace of mind and confidence in the decision to obtain life insurance coverage. - Consultative Sales Expertise - Customized life insurance strategies - Break complex topics into easy to understand concepts

Fort Wayne, Indiana, Us

As an Attending Physician Statement (APS) Specialist at Ash Brokerage, I help to facilitate obtaining medical records from different clinical and medical offices globally. I make sure records received are complete and sent to underwriting in an efficient manner. We strive to provide our carriers with accurate, comprehensive information so they may make informed, reliable business decisions. Our department is a critical component to the underwriting process, so working closely with our new business area in an efficient and collaborative manner is essential to the advisor's sucess in placing business.

Dallas, Texas, Us

• Assisted in training new hires and creating new work processes • Was first point of contact for inbound representatives with questions• Handled escalated calls and made difficult decisions

• Served as point of contact for customers to answer technical questions related to operations and service• Worked with many clients to design custom plans to meet specific goals for their vehicles• Performed business to business, collection and follow-up calls to ensure customer satisfaction or help answer outstanding questions/issues

Radnor, Pa, Us

• Processed large amounts of money daily• Became even more proficient in excel• Worked as a team unit to more proficiently handle tasks