Versatile office support clerk offering administrative experience in both corporate and non-profit office environments.
Review Brokerage, Annuity, Life, and Disability applications for accuracy, proper state form, and signatures prior to submission.
Servicing existing accounts as requested by client and registered representative.
Update and maintain production report and pending new business spreadsheet.
Prepare presentations for Registered Representative for new and existing clients.
Process incoming and outgoing mail.
Review new applications for completeness, correct state form, and proper signatures.
Order and schedule underwriting requirements using third party vendors.
Act as a liaison between underwriting, issue, and marketing departments.
Review department bills and approve for payment and report spending to management team.
Receive and sort mail, faxes, and efaxes.
Prep, scan, index, and route imaged mail to appropriate work queues.
Print issued policy pages and assemble into policy jacket.
Create and run policy proposals and re-proposals for agents.
Process all required state replacement notices and incoming 1035/Rollovers.
Ship and mail outbound U.S. Mail, Fedex, and UPS correspondence and packages.
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