Branden Russell
Trade,TN
Summary
Seasoned professional with 13 years of experience in insurance and financial services. Excelled in client onboarding, service coordination, and case analysis at top companies like New York Life and subsidiaries of MassMutual. Proven track record in underwriting coordination, policy processing, and maintaining high client satisfaction rates.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Case Manager (Client Onboarding and Service)
PCGH Collaboration - Capstone Financial
02.2022 - Current
- Spearheads the client onboarding process and provides exceptional service for life, disability, and long term care insurance products for a team of high net worth financial advisors affiliated with a wealth management firm and MassMutual agency
- Ensures seamless integration of new clients
- Maintains high satisfaction levels through diligent support and relationship management with current clients
- Prepares and submits insurance applications and supporting documents
- Monitors and provides updates on outstanding applications
- Prepares, submits, and monitors the progress of service items for current clients
- Acts as liaison between advisors, clients, underwriters, paramedical companies, insurance companies, and brokers.
- Enhanced communication between clients and providers through consistent follow-ups and progress updates.
- Achieved positive client outcomes by developing and implementing comprehensive case management plans.
Personal Executive Assistant
Joshua Harper, CFP, ChFC, CLU - Capstone Financial
03.2016 - 02.2022
- Coordinated with a top producing financial advisor of a wealth management firm and MassMutual agency on a daily basis
- Performed the daily preparation of personal and business documents and confidential filling maintaining owner's calendars and reminders for internal/external meetings, appointments, special events, and visitors
- Executed the drafting of most of the written correspondence and communication
- Recorded daily office expenditure and budget management, maintaining, and managing an electronic and hard copy filing system
- Prepared and submitted insurance and investment applications and supporting documents monthly.
Executive Assistant
Wealth MD
09.2015 - 02.2016
- Facilitated with the 2 founding partners daily of an insurance and investment subsidiary of MassMutual
- Maintained partner’s calendar to include planning and scheduling of 100 meetings and teleconferences monthly
- Established all clerical functions, such as answer phone calls, file documents, schedule meetings, receive visitors, arrange conference calls, and other office functions
- Prepared weekly letters, memos, and invitations including editing, proofreading, and other information preparation
- Operated monthly meetings and facilitated with the board service director in preparation and creation board manuals and materials weekly
- Planned company travel calendar, reservations, ticketing, and transportation and reduced travel spending by 25%.
Case Analyst
New York Life Insurance Company
01.2013 - 09.2015
- Reviewed, scanned, and processed applications daily for all insurance products, including new applications, contract changes, and informal inquiries
- Coordinated underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters, achieving a retention rate of 90%
- Processed policy billing ranging from $50 to $10,000 to agents, including appropriate required state forms, brochures, and product specific policy delivery requirements
- Influenced excellent day-to-day customer service to agents, clients, and Agency Field Management, resulting in a client satisfaction rate of 95%
- Served as the General Office’s Volunteer Coordinator, led 40 staff and 150 agents in giving back to the community.
Contracting and Licensing Specialist
New York Life Insurance Company
07.2012 - 01.2013
- Prepared and reviewed potential new agent contracts for Home Office approval
- Reviewed potential new agents background resumes and credit reports weekly to ensure company standards were upheld
- Processed weekly payroll of $100,000 and 5 check requests for agents daily
- Performed general administrative functions to include mail distribution, faxing, and photocopying.
Administrative Assistant
New York Life Insurance Company
12.2011 - 06.2012
- Provided comprehensive administrative support to a team of insurance agents at New York Life Insurance Company, efficiently managing scheduling, correspondence, data entry, and client relations to facilitate smooth office operations and enhance customer service delivery.
Land Sales Administrator
Satterley Property Group
02.2008 - 09.2011
- Managed comprehensive administrative support for land sales processes at Satterley Property Group, ensuring accurate documentation, client communication, and data management for efficient property transactions.
Education
Bachelor of Arts - Sociology
University of Florida
Gainesville, FL05.2002
Skills
- Decision Making
- CRM
- Results Orientation
- Critical Thinking/Problem Solving
- Oral/Written Communication
- Scheduling
- Professionalism
- Administrative Support
- Accounting
- MS Office
Certification
- Real Estate Agent Sales Certification, Real Estate Institute of Western Australia
- First Aid & CPR Certification, Shawset Training & Safety
- LOMA Certification, LOMA Insurance and Financial Services Education
Timeline
Insurance Case Manager (Client Onboarding and Service)
PCGH Collaboration - Capstone Financial
02.2022 - Current
Personal Executive Assistant
Joshua Harper, CFP, ChFC, CLU - Capstone Financial
03.2016 - 02.2022
Executive Assistant
Wealth MD
09.2015 - 02.2016
Case Analyst
New York Life Insurance Company
01.2013 - 09.2015
Contracting and Licensing Specialist
New York Life Insurance Company
07.2012 - 01.2013
Administrative Assistant
New York Life Insurance Company
12.2011 - 06.2012
Land Sales Administrator
Satterley Property Group
02.2008 - 09.2011
Bachelor of Arts - Sociology
University of Florida
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