Terri Stott Email & Phone Number

Detroit, Mi, Us

Novi, Michigan

As a Case Manager in the Life Insurance New Business at Ash Brokerage this position serves as a liaison between relationship case managers and insurance carriers to expedite the application and issue process for life insurance applications. Duties include: Monitors progress of cases, facilitates the procurement of outstanding requirements, and provides ongoing status to relationship case manager. Serve as a concierge level liaison between relationship case managers and insurance carriers. Administers "pre-underwriting" functions including application management, informal file reviews and managing the File Share inbox. 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. Locates any missing documents to keep file in good order.I’m proud to be a part of Ash Brokerage’s team of more than 300 people who make a difference for financial professionals and their clients each day. We know our work has an impact on the lives of countless people, along with their families, businesses and communities. That’s why we remain focused on building deeper relationships and providing positive outcomes. That’s why you should work with Ash Brokerage.

Denver, Colorado

Worked successfully with my external wholesaler in making our mid-west territory the number two territory in life sales three years in a row.

Farmington Hills ,Mi

Assisted our agents and brokers in application submission, illustrations, administration, and placing new business. Also was the office manager and assisted our sales force with expense reporting and fleet care.

Southfield, Michigan

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