Natasha Bean Email & Phone Number

Mishawaka

Mishawaka, Indiana

The AFR specializes in client service and supporting the financial representative as he/she focuses on building his/her practice and client relationships. An AFR also ensures the continuation of an efficient, effective, and organized office. This individual is a liaison between the network office and home office, financial representative, and clients. Summary of Responsibilities–Transcribe and/or handle dictation, process correspondence, and maintain client case files. File new statements, account forms and other insurance/investment-related materials. –Maintain financial representative’s calendar and schedule follow-up appointments. Answer and direct telephone calls as appropriate. –Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting. –Monitor Daily Status Report (DSR); expedite any additional underwriting requirements.–Communicate with home office, NMIS, and fund families, as needed, to supply or obtain information. –Prepare policies for delivery. –Develop and execute cross-selling plans for non-securities products.–Contact clients, prospects, and centers of influence for appointments and referrals to generate interest in non-securities-related products and services.–Meet with clients to complete non-securities insurance-related applications.–Initiate and perform sales of non-variable Additional Purchase Benefit (APB) and term conversions.–Actively participate in conservation of non-securities existing business.–Review insurance applications, conversions and policy changes for completeness and accuracy. Arrange medical, paramedical and any exams necessary for underwriting. –Process incoming non-securities-related insurance service requests from clients: process address changes, bank change information, loan requests and ISA service inquiries.

Benton Harbor, Michigan Area

•Coordinate the development and implementation of the local PATH plan to meet Temporary Aid to Needy Families (TANF) participation requirements.•Perform analytical tasks to coordinate with local office personnel and resources a variety of activities associated with enhancing federal work participation requirements.•Perform analytical functions to ensure appropriate assessments are completed to assist in enhancing the employment, education or vocational training placement opportunities of DHS customers.•Assist local office staff by reviewing local office monitoring reports to ensure appropriate reviews and system coding is accurate.•Recommend strategies and services to remove barriers to employment and training through monitoring the use of various assessment tools and family plans.•Participate in Central office PATH Coordinator meetings and teleconferences.•Participate in monitoring of county/district hearing summaries and decisions related to TANF cases and develop strategies for best practices and case development.•Monitor employment and non-cooperation reports.•Act as primary liaison with the Michigan Works Agency (MWA) and DHS staff as it pertains to TANF participation, completion of the Family Automated Screening Tool (FAST), completion of the Family Self Sufficiency Plan (FSSP), and the coordination of case specific services with Social Security Administration (SSA) and Supplemental Security Income (SSI) Advocacy Program.

Benton Harbor, Michigan Area

•Supervise and mentor Career Developers (case managers) at all three Michigan Works! locations in Berrien, Cassopolis, and Van Buren counties who’s recipients are receiving TANF/FIP funding, as referred by Department of Human Services (DHS), while adhering to all local, state, and federal policy and guidelines•Provide participant support by assisting in removing employment barriers and recommend strategies for meeting FSSP requirements resulting in self-sufficiency•Serve as primary Liaison between Michigan Works! and DHS, and between management and JET team, to ensure TANF participation and requirements are being met •Appointed to Internal Audit Team for multiple federal and state funding streams•Provide hands-on project management for grant funded initiatives •Extensive experience in attaining positive hearing rulings with DHS by means of effective communication, BEM policy knowledge, and detailed case notes•Mentor and train new Career Developers throughout tri-county on the most effective and efficient TANF case management techniques•Conduct meetings with DHS Family Independence Managers to review JET referral issues to increase effective communication between DHS and Michigan Works!•Analyze various state monitoring reports with DHS Family Independence Managers to ensure Work Participation Rates (WPR) are being met and/or increased

Benton Harbor, Michigan Area

•Case manager to recipients receiving TANF/FIP funding, as referred by Department of Human Services (DHS), adhering to all local, state, and federal policy and guidelines; direct responsibility for up to 120 cases, indirect responsibility for up to 400 cases•Provide participant support by assisting in removing employment barriers and meeting FSSP requirements resulting in self-sufficiency•Serve as Liaison between Michigan Works! and DHS, and between management and JET team •Appointed to Internal Audit Team for multiple federal and state funding streams•Provide hands-on project management for grant funded initiatives •Extensive experience in attaining positive hearing rulings by means of effective communication, policy knowledge, and detailed case notes•Mentor and train new Career Developers throughout tri-county•Teach hard and soft skills, including self-advocacy, to increase participant’s employability skills through weekly participant interaction•Connect participants to community partners to aid in transitioning off of government assistance•Provide educational, volunteer, and training opportunities, such as Key Train, TABE, and Work Keys•Selected to attend Michigan Works! annual statewide conference (2010)

Benton Harbor, Michigan Area

•Provide assistance, in a team structure, to an average of 250 job seekers daily whom access Michigan Works! Service Centers for job search and training resources•Make appropriate referrals to specific Michigan Works! services based on participant’s needs and interests and after careful assessment •Provide unemployment paperwork based on federal guidelines to requesting participants and enter confidential unemployment data into MIS database•Maintain knowledge of current services and job openings for job seekers to ensure employment matching•Answer calls from potential job seekers that have been solicited through advertisements•Cross-trained for JET Career Developer back-up:oServe as interim Case Manager beginning September 2009 to an average of 100 recipients receiving TANF/FIP funding referred by the Department of Human Services for the Jobs, Education, and Training program (JET) and adhere to all local, state, and federal documenting requirements

Baroda, Michigan

•Directly supervised a tasting room staff of up to eight employees•Recruited, interviewed, and trained new employees for both Round Barn Winery and Free Run Cellars•Coordinated accurately the scheduling of 10+ employees at three different tasting room locations•Catalogued all in-state and out of state shipping orders; responsible for on-time delivery•Organized tasting room price list of various wines and merchandise in Retail Management Point of Sale system; responsible for all cash register deposits•Processed all special and private label wine orders using precision and accuracy•Initiated and developed a wine club program that is yet to be implemented•Managed tasting room calendar to assure smooth flow of visitors to aid in increased sales

Baroda, Michigan

•Approved and organized all special tours to the three tasting room locations•Booked weddings of 150+ guests and communicated with vendors to assure a seamless flow throughout the event, as well as schedule and manage bartenders and staff for events, including volunteer recruitment

Baroda, Michigan

•Greeted and provided customers with exceptional service by guiding them through an educational and engaging wine tasting experience to aid in sales, satisfaction and return business•Communicated extensive product knowledge allowing for a personalized experience •Oversaw inventory including stocking and ordering wine for the tasting room•Fielded incoming phone calls to ensure requests and concerns were resolved promptly•Maintained enthusiasm and projected a positive attitude in a fast-paced work environment•Demonstrated teamwork by providing administrative support as needed to the retail manager

Berrien County, Michigan

-Gained hands-on experience with small and large classes and within various age groups, educational and grade levels, as well as aided in preparing and implementing lesson plans, specifically within the basic social block (Match, Science, English, and Social Studies)-Taught classes of emotionally and cognitively impaired students, drawing upon communication skills and patience

East Lansing, Michigan

-Supervised and trained student employees on the Interlibrary Loan (ILL) process -Processed ILL requests by verifying certain elements of the request, locating the material, and preparing documents for scanning and mailing, while communicating with other ILL departments at other Big Ten universities to ensure timely delivery-Prepared materials to be sent back to the libraries from which they were borrowed and maintained ILL transactions and correspondence files