Cara Vogler

Ensured the accurate reporting to clients of financial information and transactions critical in the maintenance of portfolios totaling over 800 individual policies and over $1.5 billion in assets

Coordinating client requests with all levels of business functions from routine administrative tasks to obtaining paperwork imperative to client investments

Leading the execution of all contractual obligations and communications ensuring key clients are regularly updated and engaged

Analyzed client portfolio data for any potential issues, including risk assessment and monitoring of policy transactions and finances, and flagged any actionable steps with clients and internal key stakeholders

Engaged with clients on project requests and inquiries, including accurate and timely asset status reports, policy transactions, and regular portfolio reviews

Established process requirements for paying premiums and loans each month for the appropriate policies.

Analyzed life insurance policy data such as cash values, loan balances, interest rates, cost basis, and other insurance information

Ran several monthly client reports for the portfolio within the first five business days of each month.

Maintain financial portfolios of life insurance policies for clients

Request annual documents for each policy (annual statement, illustration)

Contact insured persons and designated contacts via phone, email, letter, or fax

Work closely with supervisor and managers on special projects

Work closely with pricing department to ensure policies are optimized for clients

Obtained policy information via telephone requests, mail correspondence, fax, and e-mail.