Responsible to establish communication between the trading parties and coordinate their activities. I represent the organization and provide information and assistance to the students who are in school and also graduated from Pennco techs programs, about the loan formalities, loan and repayment installments amounts and repayment procedures and guide them on basic financial management. On the other hand, communicate the students requirements and difficulties to the organization and collect and handover their financial documents for processing the loan transactions. Thus, the position of the loan coordinator is vital for both the parties to ensure efficient and timely processing of loan accounts.

Personal lines insurance as well as life insurance

Colonial Life has a proven track record of delivering quality service to employers, plan administrators and policyholders. But we don't stop there.

Managed Brokers, Client Accounts, and Sales Associates within and outside of my unit.Worked with other districts to assist managers in need of assistance with Brokers, Accounts, and Enrollment expertise.Trained and developed new Sales Associates in Colonial products, enrollments, sales approaches, and tracking their goals in order to make the district successful.Kept accurate records on accounts and Sales Associates in order to track the flow of business.Maintained Area daily/quarterly/annual reports, calendars, and confidential documents.Built databases and trained others in the use of two Colonial programsFrequently built and used Power Point in presentations for Brokers and clientsConducted enrollments and coordination for various managers, REMs, and colleagues.Point of contact for customers, including The State of New Jersey, The State of Pennsylvania Responsible for relationship management and development of over fifty priority accounts. Manage proactive marketing strategies, including tailored communication solutions for assigned million dollar accountsFarm family Insurance Company Insurance Producer Agent 2005-2009Full Business to Business development on all commercial and personal linesAccount servicing Point of contact for all questions concerning policiesBilling and annual renewals Analyst trends for businesses and recommended enhancements.Additional Skill sets prior to 2005

Full business development of all commercial and personal accounts. Services all accounts on a regular basis. Served as point of contact for all questions and concerns on policies. Billing and annual renews. Controlled all accepts of book of businesses. Dealt with owners and CEO’s of companies. Administers and maintains an organization's insurance programs. Analyzes insurance needs and secures optimum coverage for the organization. Meet activity and production goals, Review and process Life, Annuity and DI applications Order exam, Inspection reports, Attending Physician Statements, etc. Review client's medical records to determine insurability,networking, to grow my book of business with all business colleges.