AMY L HEISNER
Rochester,NY
Summary
Dedicated and reliable with 27 years of experience in the insurance and financial services industry. Experience in quoting, licensing and contracting, policy service and application processing. Possess strong organizational skills with the past several years directly supporting the Senior Advisor/owner of a financial advisory firm and prior to that, the CEO of a leading brokerage agency. Currently hold a New York State Life Insurance License.
Overview
29
29
years of professional experience
Work History
Financial Assistant
Lifetime Planning Inc.
11.2016 - 10.2024
- Maintained strict confidentiality with sensitive client data while adhering to industry regulations and standards
- Provided administrative support to one senior and two junior advisors, assisting in new account opening procedures for variable annuities and/or third party money managers, while following established compliance guidelines closely
- Obtained necessary detailed information from clients to complete and submit life insurance applications
- Supported clients' needs by providing timely responses to inquiries regarding account status or transactions processed
- Managed office inventory and ordered new supplies when items were running low
- Developed personal rapport with company/carrier representatives to assist in facilitating account openings and service of existing accounts
- Contributed to successful client meetings by preparing pertinent reports and materials and completing follow ups and tasks resulting from meetings
- Maintained up to date client information in CRM (Wealthbox)
- Managed office calendar for all employees along with utilizing Calendly to schedule client and vendor meetings
- Handled service requests for existing client accounts including, but not limited to, beneficiary changes, withdrawals, contributions, required minimum distributions, and death claims
- Maintained monthly check blotter and submission to Broker Dealer
Internal Marketing Representative
KAFL Insurance Resources
11.1997 - 10.2016
- Used computers for various applications such as database management, word processing, spreadsheets, PowerPoint presentations, and quoting software including Winflex Web, Compulife and Cannex
- Discussed and obtained necessary information from insurance/financial representatives on their prospective clients to provide them with the best product solutions and quotes
- Contacted carrier marketing representatives or underwriters to discuss possible substandard cases, review medical and/or financial information to quote correct rates
- Obtained and provided insurance/financial representatives correct applications and forms for their clients
- Reviewed applications and forms for completeness and accuracy prior to submitting to carrier for underwriting
- Assisted case managers in reviewing policy declinations or substandard offers along with reviewing medical records to determine if there was a better alternative for the client
- Maintained CEO's schedule
- Verified insurance/financial representatives were appointed with carriers and had completed any necessary product and/or state training
- Arranged meeting and travel reservations for office personnel
- Composed business correspondence for managers and agents
- Prepared event materials such as flyers, product information handouts, PowerPoint presentations and meeting kits
- Provided back up support to other departments when needed, including reception, with the ability to handle multi-line phone system
Office Assistant/Receptionist
Process Systems and Components
04.1996 - 11.1997
- Greeted visitors or callers and handled their inquiries or directed them to the appropriate person according to their needs
- Used computers for various applications
- Managed paper filing systems, updating paperwork and maintaining documents, correspondence, or other material
Education
Associate's Degree - Occupational Studies: Administrative Assistant
Bryant & Stratton College
Rochester, NY03.1996
Skills
- Customer Service
- Time Management
- Judgement and Decision Making
- Sales and Marketing
- Management of Confidential Information
- General Office Operations
- Data entry
- Experience with Wealthbox, Laserapp, Allbridge, Repertoire
- Customer service
Timeline
Financial Assistant
Lifetime Planning Inc.
11.2016 - 10.2024
Internal Marketing Representative
KAFL Insurance Resources
11.1997 - 10.2016
Office Assistant/Receptionist
Process Systems and Components
04.1996 - 11.1997
Associate's Degree - Occupational Studies: Administrative Assistant
Bryant & Stratton College
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