Tammy D’Angelo
Ringwood,NJ
Summary
Detail-oriented professional specializing in client relations and case coordination within the insurance industry. Proven expertise in managing life insurance and annuity processes, ensuring efficient communication among clients, financial advisors, and insurance carriers.
Overview
1
1
Certification
3
3
years of post-secondary education
4
4
years of professional experience
Work History
Insurance and Annuity Coordinator
Synthesis Wealth Planning
Morristown, New Jersey
08.2022 - Current
- Coordinated and managed life insurance and annuity cases from initial design through submission, underwriting/enrollment, and completion, ensuring timely processing.
- Serve as an internal resource for advisors on life insurance and annuity products, case requirements, illustrations, applications, and implementation.
- Coordinate insurance-related work within a comprehensive wealth-planning environment, collaborating with financial advisors and other professionals.
- Gathered client information, explained processes, resolved application issues, and ensured efficient movement of cases toward completion.
- Monitor application status, underwriting requirements, carrier communications, outstanding items, and policy/contract delivery.
- Liaised between clients, financial advisors, insurance carriers, and annuity companies to facilitate smooth communication and case progression.
Education
Bachelor of Arts - History & Secondary Education
Ramapo College of New Jersey
Mahwah, NJ 09.2002 - 08.2005
Skills
- Product knowledge
- Application processing
- Case management
- Policy management
- Life and Health license
- Management
- Client relations
Certification
- Life and Health License since 2021
- AHIP Certification since 2023
- RSSA designation since 2024
- Secondary Education 2005
Timeline
Insurance and Annuity Coordinator
Synthesis Wealth Planning
08.2022 - Current
Bachelor of Arts - History & Secondary Education
Ramapo College of New Jersey
09.2002 - 08.2005