Lisa Harris
Huntertown,IN
Summary
Dedicated Life Insurance Case Manager with expertise in underwriting coordination, application processing, and client information management. Proven ability to enhance communication and streamline processes to improve client satisfaction.
Overview
1
1
year of post-secondary education
14
14
years of professional experience
Work History
Life Insurance Case Manager
Ash Brokerage
Fort Wayne, IN
10.2012 - Current
- Collaborated with financial advisors and carriers to expedite offer retrieval, enhancing client satisfaction
- Coordinated with underwriters to ensure accurate client information was sent to life insurance carriers, facilitating timely processing of applications
- Worked with the sales team to ensure accurate illustrations were being sent
- Followed up with financial advisors to go over information presented.
Life Insurance Case Manager
Ash Brokerage
Fort Wayne, IN
10.2012 - Current
- Collaborated with financial advisors to identify optimal life insurance options for clients.
- Coordinate with underwriting team to ensure accurate information was being sent to carriers.
- Worked with sales team to ensure accurate illustrations were sent as well as the application process.
- Collaborated with sales team to streamline processes and enhance communication. to ensure accurate illustrations were sent as well as the application process.
Education
Business
IPFW
Fort Wayne, IN 08.1992 - 05.1993
R Nelson Snider High School
Fort Wayne, INSkills
- Life insurance knowledge
- Application processing
- Client assessment
- Policy writing
- Risk analysis
- Underwriting coordination
- Client information management
Affiliations
- Animal welfare. I volunteer at my local animal shelter.
Timeline
Life Insurance Case Manager
Ash Brokerage
10.2012 - Current
Life Insurance Case Manager
Ash Brokerage
10.2012 - Current
Business
IPFW
08.1992 - 05.1993
R Nelson Snider High School