I am happy to announce that I have joined Success! Real Estate in Quincy. This is a great opportunity for me and I couldn't be more excited. I am happy to be working with such a wonderful group of people. Success! Real Estate has been in business for over 24 years and currently has 8 offices in Massachusetts. They have proven to be one of the most SUCCESSful Real Estate companies year after year. I am proud to become part of their team. As always, I am always available to help you with all of your real estate needs. Please let me know if you or anyone you know is in need of a real estate professional.

Classic Homes Real Estate12 Beach St. Quincy, MA 02170Phone: 617-328-5800 Fax: 617-328-0534 Toll Free: 1-888-273-9790

Played an essential role in building and maintaining agent relationships, as well as enhancing internal and external client experiences with the organization Day to day responsibilities include:• Contacted agents with status in processing business and provide case status updates • Prioritized requirements for scheduled follow up• Contacted carriers/underwriters to ensure cases are handled in a timely manner• Reviewed, submitted and followed up on applications for life, LTC and DI submitted to carriers• Worked directly with internal and external underwriters to optimize offers received• Provided additional requirements to carriers for offers and placement of policies• Communicated directly with clients regarding outstanding and received requirements for life insurance underwriting• Served as liaison between internal underwriter and agents to provide clients with best offer Check us out at BSMG.net

Managed relationships for 140 Producing Field Agents and 40 underwriting Insurance Carriers, with diverse product options. Played an essential role in building and maintaining agent relationships. Day to day responsibilities include:• Prioritized requirements for scheduled follow up• Contacted carriers/underwriters to ensure cases are handled in a timely manner• Reviewed, submitted and followed up on life insurance applications submitted to carriers• Worked directly with agents in processing business and provide case status updates • Provided additional requirements to carriers for offers and placement of policies • Worked with marketing to ensure products are properly illustrated• Processed invoices for payment of medical records, maintained financial records• Updated Ebix database with current correspondence and status on all cases• Participate in team assignments and special projects as needed

Supported two financial advisors with accurate and timely support for high net worth individuals and group insurance carriers • Processed agent appointments with carriers and states for licensing and appointments• Completed and submitted applications for insurance, investments and long term care• Followed up with carriers on pending requirements • Ordered medical information necessary for underwriting• Compiled and submitted data on group insurance plans (medical, dental, life, LTD, STD, AD&D)• Created and assembled policies, presentations and proposals• Processed policy payments and closing documentation• Prepared reports, spreadsheets and correspondence for presentations

Maintained offices for two investment representatives, with 600 and 1200 clients respectively.Ensured all marketing materials, sales literature, prospectuses and client files were current and up to date with compliance regulations. Held weekly meetings with eight branch offices and followed up on prospective clients.• Processed paperwork for IRA and SEP accounts • Confirmed trade tickets were completed and properly executed• Managed calendars, meeting and conferences• Maintained and updated client information in database

Ensured all union members had current documentation, in accordance with the National Shipping Rules and United States Coast Guard regulations. Communicated directly with shipping companies and union representatives regarding the utilization and availability of members. • Managed and oversaw the operation of the personnel and assignments• Created and maintained weekly manifest of active and filled positions for Boston members• Collected, deposited and maintained records of union dues and bank account balances

Ensured compliance with State and Federal agencies, internal compliance department and customer privacy policies. • Evaluated and reviewed employee performance and training assessment needs• Developed, maintained and implemented training manuals for use of vendor systems utilized in the operations departments• Worked closely with BankBoston law office researching potential fraud inquiries• Participated on conversion team during Fleet, BayBank, and Rhode Island Hospital Trust mergers• Coordinated workplace integration of new equipment with technicians and personnel• Member of Ad-hoc team assisting Fleet bank departments during integrationSupervisor I – Special Projects and Reporting (1995 – 1997)Supervised staff of seven, responsible for the reporting of financial information to State and Federal agencies, Accountants, Attorneys, court authorities, and municipalities. Prioritized projects to meet deadlines. Archived and retrieved records, handled maintenance of office equipment and inventory.Encouraged employees to implement new processes in handling and organizing work flow.Senior Assistant – Special Projects and Reporting (1994 – 1995)Researched and reported financial information for CPA firms, State and Federal agencies, Attorneys, and escheatment accounts.Lead Processor – Freight Management Services (1986 – 1994)Processed and verified shipping invoices for electronic data interchange reports.