Sengchanh (Seng) Chhay

• Work closely with internal teams to deliver on high-profile, complex projects.
• Use strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
• Oversee daily operations across multiple departments, including pre-sales (illustrations), new business, post-issue, and licensing/contracting.

NEW BUSINESS:

• Preparing, completing, and sending individual and multi-life applications for life, disability, and long-term care insurance.
• Schedules medical insurance exams and orders all medical records (APS) as per the carrier's underwriting guidelines.
• Follows up with insurance carriers and agents during the underwriting process.
• Interacting with agents and vendors with utmost professionalism to solve various problems.
• Pre-underwriting (and XRAEs) on clients with extensive medical histories to provide a more accurate assessment.
• Reviews insurance policies and prepares them for delivery, follows up on delivery requirements and/or premium payment.

LICENSING/CONTRACTING:

• Complete and submit contracting paperwork to appoint new or existing agents.
• Ensures all carrier and state-specific product training is completed.

POST ISSUE/POLICY SERVICE:

• Process all policy service requests, including address changes, owner/beneficiary changes, premium mode changes, reinstatement/lapsed cases, smoker rating changes, reconsideration of health ratings, adding/removing policy riders, face amount reductions, and term conversion requests.
• Follows up with companies to ensure that proper execution of service requests is completed in a timely fashion.