Nancy Gordon
Glen Arm,MD
Summary
Hardworking, loyal, extremely organized and dependable candidate seeking a full-time position that offers professional challenges utilizing excellent communication, time management and natural problem-solving skills. Comfortable working in a fast-paced environment, adaptable and ready to help team achieve company goals.
Overview
20
20
years of professional experience
Work History
Insurance Operations Associate
BFG Financial Advisors
06.2019 - 03.2023
- Developed close relationships assisting high-net-worth clients with life, disability and long-term care insurance placement from start to finish.
- Successfully placed inforce 99% of all insurance applications submitted.
- Managed over 40 emails per day as liaison between clients and underwriters communicating throughout application process, while keeping financial advisors up-to-date with status and approvals via SalesForce database.
- Maintained client records, completed policy service change paperwork for clients and tracked all tasks via SalesForce database.
- Successfully met and exceeded annual $300,000 insurance revenue goal consistently.
Financial Advisor Assistant
Caplan Financial Group
06.2016 - 03.2019
- Coordinated and completed all investment account and insurance policy paperwork on behalf of clients.
- Acted as liaison between clients, insurance companies and brokerage firms remotely for ongoing policy service changes, as needed.
- Provided excellent customer care by responding to over 40 customer requests daily, effectively answering questions and inquiries related to investment accounts, insurance policies and other confidential financial matters.
Financial Advisor Assistant
Northwestern Mutual Life Insurance Company
01.2014 - 06.2016
- Supported financial advisor with calendar management scheduling client reviews via Outlook.
- Assisted clients with account related transactions including opening new investment accounts, investment allocations and insurance applications.
- Effectively responded to over 30 daily customer inquiries via telephone and email.
- Prepared annual review reports including insurance illustrations, client financial and asset allocation reports for financial advisor reviews.
Client Support Coordinator
Marco Technologies, LLC (formerly Phillips Office Solutions)
01.2007 - 12.2013
- Managed customer inquiries regarding office technology solutions in a fast-paced environment.
- Supported sales team with preparing proposals, purchase orders and custom invoices. Created system generated reports to track status of orders and report monthly sales.
- Assisted Project Manager on occasional complex office technology product delivery installations.
Marketing Director
Northwestern Mutual Life Insurance Company
10.2002 - 12.2006
- Supported financial advisor in attracting a great number of new clients by arranging introductory meetings through a systematic marketing strategy researching and preparing relevant feed lists for advisor review meetings to obtain referrals. Once referrals were obtained, utilized effective phone and email marketing language to schedule introductory meetings for financial advisor. These repetitive marketing strategies increased client base rapidly, consisting of business executives, lawyers and small/mid-sized business owners.
- Organized financial planning seminars for physicians at local hospitals, resulting in new clients as well.
Education
Associate of Arts - Business Administration
The Community College of Baltimore County
Catonsville, MDSkills
- SalesForce CRM
- MS Office
- Emotional Intelligence and Maturity Working Independently and Remotely While Collaborating with Teammates daily via Teams, Email and Phone
- Strong Written and Verbal Communication
- Excellent Customer Service
Timeline
Insurance Operations Associate
BFG Financial Advisors
06.2019 - 03.2023
Financial Advisor Assistant
Caplan Financial Group
06.2016 - 03.2019
Financial Advisor Assistant
Northwestern Mutual Life Insurance Company
01.2014 - 06.2016
Client Support Coordinator
Marco Technologies, LLC (formerly Phillips Office Solutions)
01.2007 - 12.2013
Marketing Director
Northwestern Mutual Life Insurance Company
10.2002 - 12.2006
Associate of Arts - Business Administration
The Community College of Baltimore County
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