Renee Mckillip Email & Phone Number

Fort Wayne, Indiana Area

As a Senior Disability Income and Critical Illness Case Manager at Ash Brokerage this position serves as a liaison between high producing agents/brokers and insurance carriers to expedite the application and issue process for life insurance applications. Monitors progress of cases, facilitates the procurement of outstanding requirements, and provides ongoing status to agent/broker. Serve as a concierge level liaison between agents / brokers and insurance carriers. Reviews related medical information and identifies issues that may obstruct issuance of the policy as applied for, and develops creative solutions, presenting agents with alternatives. Performs “pre-underwriting" function through review and analysis of medical and occupational information, family history and beneficiary designation. Identifies issues which may impede issuance of the policy. Based on assessment and on knowledge of practices of individual carriers, contacts internal and/or carrier Underwriting staff to confirm validity of issues. Confers with writing agent to discuss coverage alternatives. Based on age, face amount and individual carrier guidelines, orders initial requirements on behalf of the agent/broker. Compares medical information contained in agent's application to that recorded in medical records/ requirements; identifies and investigates obvious discrepancies and obtains further documentation as necessary. 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 Ash Brokerage. 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.

Fort Wayne, Indiana Area

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 to make informed, reliable business decisions.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.

Bachelor'S Degree, Medical Office Administration

Associate’S Degree