Mike Roberts Email & Phone Number

Fort Wayne, Indiana Area

Fort Wayne, Indiana Area

As a Life Insurance Case Manager at Ash Brokerage this position serves as a liaison between 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. 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. 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. Maintains awareness of new or modified product offerings and industry developments. May create illustrations for agent consideration, or may seek input or refer request to Marketing Specialist.

Fort Wayne, Indiana Area

As a Producer Services Consultant at Ash Brokerage, my day includes a variety of ways to administratively handle an insurance advisor's contracting, licensing and compensation with insurance carriers. - Answering call from advisors (our queue is open from 8am - 6pm EST) - Evaluate the need of each call, direct deposits, contracting, commissions or miscellaneous requests - Set the proper expectation for turnaround times - Reaching out to carriers when required - Working with our Case Mangers and Relationship Managers when necessary - Answering all emails within a 24 hour timeframe 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 clients needs while looking at all potential options. Ash Brokerage is here to enhance an advisor's practice!