REGINA HASTINGS
Blairsville,GA
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Services Representative
New York Life
06.2016 - 04.2017
- Support agency management in on-boarding process of new agents.
- Coordinate underwriting requirements with agent, underwriter,
- Process daily account deposits, client refunds, agent commissions.
- Generate policy and invoice for delivery. Process final delivery placement.
- In-force policy change requests and term conversions.
New Business Case Manager
Belman Klein Associates
09.2013 - 04.2016
- Managed Life/DI/LTC applications through all stages of underwriting process.
- Perform quality review check of applications prior to carrier submission.
- Order exam, medical records, inspection report with routine follow-up.
- Manage status requests from advisors as needed, and correspond with carrier to resolve outstanding requirements.
- Take initiative on other than applied for offers to determine if alternative exists.
- Manage status requests from advisors as needed, and correspond with carrier to resolve outstanding requirements.
Education
High School Diploma -
Paint Branch High School
Burtonsville, MD1987
Certification
LOMA Course Principals of Life Insurance - 1992
Life & Health License (1992-2002)
Timeline
Client Services Representative
New York Life
06.2016 - 04.2017
New Business Case Manager
Belman Klein Associates
09.2013 - 04.2016
High School Diploma -
Paint Branch High School
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