Every day it is a great joy to help those who are helping others find protection and security for their planning needs. Providing experience as an AMS Product Lead, helping adopt the Agile methodology, at Ash Brokerage is another way to impact and enhance the practices of those in the financial services profession. Ash Brokerage is committed to making an impact – in business and in lives. With a small company feel, yet big company capabilities, we maintain our focus on building relationships while simultaneously transforming the financial services industry with innovative insurance solutions. Our partners and their clients receive the personal, caring service they deserve, with the results they want and need.About Ash Brokerage: At Ash, we come to work because we care – deeply. Life insurance, annuities, long-term care, disability income – these products come with questions. We bring answers. We see opportunities, not obstacles. We solve problems. And we do more than is expected. Every. Single. Time. Whatever the question, whatever the need. Ash Answers.[The views expressed on this website are mine alone and do not necessarily reflect the views of my employer.]

Work as a liaison between our New Business Operations teams and IT teams. Identify current processing problems to help offer solutions. Implement any new procedures into each department to ensure smooth transitions into new processes. Involved in creation and implementation of internally developed agency management system with working towards continued improvements. Key member of our current M&A team in assistance with all new mergers and/or acquisitions current and future.

Working in Case Management at Ash Brokerage this position serves as a training liaison between Core / iGo / Relationship Case Manager / New Business Admins 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.

Correspondent Division - Team lead to 8-18 funders. Managed daily work load. Trained new procedures. Assisted and escalated issues brought my team.

Temporary position - acted as a sole processor for 1 loan officer. New office located inside a builders office. Processed new construction, purchase and refinance transactions. Ordered necessary docs and provide conditions needed to clear loan to close. Sent information to main office out of state to prepare closing docs. Acted as contact between builder, borrower and title company.

New Construction Retail Division - Team lead of 8-9 employees, consisting of processors. Utilized daily reports to delegate work as needed to accomodate best distribution of work to get done in timely order. Trained in other offices for hands on training with new employees to learn our system, our policies and procedures.