Laura Lazaro

PROMARK FINANCIAL

01.2000 - Current

Support our partners and agents with all client communication (Complaints, Compliance, Claim's, Administration Support, Life Insurance and Annuity Inforce and New Business support), helped conserve business to keep clients on the books (Replacements, Cancellations Etc;) and new applications submissions to getting cases paid
Help families with death claims by processing and making sure all is done and paid during a difficult time
Agent associate: Inside sales in Life insurance from CRM clients for cross sales, new business or conserve business.
CA state license.
I am able to identify new business opportunities for our agents, help with all client services, forms/application etc; Role in administration and office manager
Multitasking.
Administration team player and friendly.
Multitasking and completing goals while making sure to prioritize
Making sure the office is in order, order needed supplies and help any visitors.
Creative person and ability to design, print and make business stationary and business cards etc;
I am self motivated, reach for my goals, learn quick, detail oriented, trustworthy, mental toughness, organized and great personality
Professional and gets work done.
On time.
Bilingual, Spanish Speaking and writing.
Underwriting for new applications to submit and process.
Administrative support in office and business processing. Engage to support all clients in person or phone.