Denise McMurrey
Austin,TX
Summary
Quality-driven, dependable candidate with over 20 years in the life insurance industry. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
22
22
years of professional experience
Work History
Onboarding Consultant
Kestra Financial
Austin, Texas
03.2024 - Current
- My role act as project manager and main point of contact, driving the process from signing the letter of intent to graduation, ensuring a seamless, high satisfaction experience.
- Oversaw on average 5-9 firms simultaneously, managing the transition of their book of business.
- Operational setup to ensure all registration, compliance and account transfer tasks are completed, utilizing tools like Salesforce and SharePoint.
Senior Case Manager
Diversified Brokerage Services, Inc.
Minneapolis, MN
06.2023 - 11.2023
- Assist advisors throughout the underwriting process to case is placed. Ensuring that all cases move efficiently. Working a phone que setting.
- Managing caseload in Agency Integrator database while securing documents in Paperclip. Maintained positive relationships with financial advisors and their firm staff.
Senior Case Manager
Cave & Cheney
Cedar Park, TX
09.2022 - 09.2023
- Managed of new business applications from submission to approval in SmartOffice database.
- Risk assessment and conducted regular follow-ups via primarily phone and/or email on all outstanding underwriting requirements.
Relationship Manager
Harbor Life Settlements
Austin, TX
05.2021 - 08.2022
- Developed and cultivated lucrative relationships with both new and existing agents through effective communication to maintain trusted relationships.
- Supported Account Executives as their liaison between Sales Development Representatives, Case Managers, and pricing analyst.
- Introduced to SaaS platform, using Salesforce and Hubspot CRM tools.
New Business Coordinator / Case Manager
Lion Street
Austin, TX
06.2017 - 05.2021
- Responsible for onboarding new firms and their staff. Set proper expectations regarding pending case requirements, timelines, etc.
- Efficiently managed submission of life new business applications to placement. This includes advocating and negotiating with life insurance carriers on informal and formal offers.
- Utilize Paperclip document management system and Agency Integrator for case activity management, tasks and memos.
Case Manager / Service Manager
Mike Goldberg & Associates
Austin, TX
09.2003 - 05.2017
- Interviewed, hired, trained and supervised case management team of service staff members to meet business goals in a positive environment.
- Established team priorities, maintained schedules and monitored performance.
- Receive and review new insurance applications for missing information, i.e. forms, signatures, prior to submission to the insurance carrier. Managed case to placement.
- Order and review underwriting requirements including Exams and Attending Physician Statements.
Education
High School Diploma -
Del Valle High School
Del Valle, TXSkills
- Firm Representation with high level of integrity
- Problem solving attitude with attention to details
- Multitasking and Organization
- Currently hold General Lines - Life agent license
- Relationship Building
- Teamwork and Collaboration
- Case Management
- Data Analysis
- Attention to Detail
Timeline
Onboarding Consultant
Kestra Financial
03.2024 - Current
Senior Case Manager
Diversified Brokerage Services, Inc.
06.2023 - 11.2023
Senior Case Manager
Cave & Cheney
09.2022 - 09.2023
Relationship Manager
Harbor Life Settlements
05.2021 - 08.2022
New Business Coordinator / Case Manager
Lion Street
06.2017 - 05.2021
Case Manager / Service Manager
Mike Goldberg & Associates
09.2003 - 05.2017
High School Diploma -
Del Valle High School