RUSTY KENDRICK

• Manage a high-volume pipeline of 60+ life insurance cases from underwriting through final policy placement
• Coordinate with carriers, underwriters, and internal teams to obtain APS, parameds, and outstanding requirements
• Review applications and documentation for completeness, accuracy, and underwriting readiness
• Track and resolve outstanding requirements to ensure timely case progression and reduce delays
• Facilitate policy issuance and delivery, including documentation and electronic signatures
• Serve as liaison between carriers and internal stakeholders to resolve issues and escalations
• Maintain compliance with regulatory and carrier-specific guidelines across all cases

Insurance Advisor (Sales Role)
12/2020 – 06/2023
• Educated clients on life insurance options and guided them through application processes
• Collected and documented financial, medical, and lifestyle information for underwriting review
• Collaborated with underwriting teams to move applications through approval
• Maintained accurate records and ensured compliance with documentation requirements• Manage a high-volume pipeline of 60+ life insurance cases from underwriting through final policy placement
• Coordinate with carriers, underwriters, and internal teams to obtain APS, parameds, and outstanding requirements
• Review applications and documentation for completeness, accuracy, and underwriting readiness
• Track and resolve outstanding requirements to ensure timely case progression and reduce delays
• Facilitate policy issuance and delivery, including documentation and electronic signatures
• Serve as liaison between carriers and internal stakeholders to resolve issues and escalations
• Maintain compliance with regulatory and carrier-specific guidelines across all cases

• Supported policy processing, application review, and eligibility verification
• Coordinated with underwriting teams to ensure timely handling of applications
• Maintained accurate client records and documentation compliance
• Assisted in resolving policy and billing inquiries

• Developed and managed client accounts, ensuring accurate benefits enrollment and documentation
• Coordinated with employers and carriers to support benefits administration
• Prepared reports and documentation to support plan selection and implementation

• Assisted clients with benefits enrollment, documentation, and plan education
• Maintained detailed and compliant records of client interactions and policy information
• Supported administrative processes related to policy setup and servicing

• Guided clients through application and documentation processes
• Ensured accurate completion of policy paperwork and submission requirements
• Maintained organized records and supported policy processing workflows