Amy Wildasin
Spring Grove,PA
Summary
At Ash Brokerage, I excelled as a Senior Relationship Manager, leveraging my expertise in life insurance products and underwriting, alongside strong decision-making abilities. Demonstrate a balance between agent needs and insurance protocols. My proactive communication and problem-solving skills led to significant improvements in policy placement and client satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Ash Brokerage
03.2018 - Current
- Efficiently manage submission of new applications from initial receipt through policy issue and placement.
- Review new applications, identify age and amount requirements and place orders for such requirements. Ensure they are obtained in timely manner.
- Provide proactive communication and status updates to field representatives. Provide positive experience and foster positive relationships with our agents.
- Maintain positive working relationships with multiple carriers and keep current of carrier products and underwriting risks.
Senior Case Manager
Zenith Marketing Group
05.2006 - 03.2018
- Efficiently manage the submission of new applications from initial receipt through policy issue and placement.
- Review new applications, identify age and amount requirements and place orders for such requirements.
- Provide proactive communication and status updates to the field representatives.
- Maintain positive working relationships with multiple carriers and keep current of carrier products and underwriting risks.
Education
High School Diploma -
Dallastown Area High School
Dallastown, PA05.1989
Skills
- Excellent working knowledge of life insurance products, basic contract provisions and sales illustrations
- Knowledge of underwriting to include medical terminology, avocation, financial requirements,
- Attention to detail to document all activities pertinent to a case
- Decision making and problem solving abilities to create solutions to difficult issues
- Balancing the needs of the agent and insurance carrier and provide effective communication
- Proficient in Microsoft Outlook and ASH internal software
- Teamwork and Collaboration
- Multitasking Abilities
Certification
Nailba Case Manager Certification
ASH Case Manager Underwriting Training Program
Above and Beyond Award, 2009 & 2017
Timeline
Senior Relationship Manager
Ash Brokerage
03.2018 - Current
Senior Case Manager
Zenith Marketing Group
05.2006 - 03.2018
High School Diploma -
Dallastown Area High School
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