Since 1989, the team at Foster Group has been here to help you feel Truly Cared For®. Our Vision is to encourage lives of meaning and generosity for our team, our clients, and our communities. We do this by providing wise financial counsel, while holding true to our values of care, character, and competence. Our client commitment runs deep into how we are structured. We are fiduciaries and we don’t represent any commission-based services. Being a multi-generational, employee-owned firm… Show more Since 1989, the team at Foster Group has been here to help you feel Truly Cared For®. Our Vision is to encourage lives of meaning and generosity for our team, our clients, and our communities. We do this by providing wise financial counsel, while holding true to our values of care, character, and competence. Our client commitment runs deep into how we are structured. We are fiduciaries and we don’t represent any commission-based services. Being a multi-generational, employee-owned firm helps ensure we can remain independent for the long-haul, in turn, creating client relationship continuity. We are here to help you plan for the future, invest with confidence, protect what you have built, and have an impact on your family and community. PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.fostergrp.com. Show less

Personal Lines Pricing (Home Owners Insurance) Review rates at a state level for Allied, a Nationwide Company

Team lead for the annual expense study, developed a training plan and became the go-to resource for expensesCompleted rate filing requirements for each state in compliance with state specific laws and assisted with objections from the states department of insurance.Maintained and enhanced tools for automation with the rate filing process to ensure accuracy and efficiencyDevelop and maintain tools and applications for underwriters as well for internal customersWorked on the PPO… Show more Team lead for the annual expense study, developed a training plan and became the go-to resource for expensesCompleted rate filing requirements for each state in compliance with state specific laws and assisted with objections from the states department of insurance.Maintained and enhanced tools for automation with the rate filing process to ensure accuracy and efficiencyDevelop and maintain tools and applications for underwriters as well for internal customersWorked on the PPO pricing team, gathering data to accurately price discounts for different states and regions, developed automation tools to speed up our processWorked on the base rate pricing team, gathering claims data to accurately price base rates and variances, assisted with refining the pricing methodology to appropriately price the different components Show less

Achieved NASD Series 6 certificationWorked for clients with retirement plansSelected to be a mentor for new customer service associates