Underwriting Case Manager and Sales Professional
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Dynamic insurance professional with over 15 years of comprehensive experience in sales, business development, and account management. Proven track record in building strong client relationships and advising on coverage options while delivering exceptional customer service. Recognized for strong problem-solving abilities and successful negotiation skills that drive team success.
01/2024 to Current CHRISTINA FREY INSURANCE AGENCY San Diego, California
Manage case workflows, ensuring smooth communication between clients and underwriters. Coordinate policy approvals, enhancing efficiency and client satisfaction. Lead team operations, optimizing lead distribution and file management. Engage with prospective clients, pre-qualifying and scheduling consultations. Facilitate policy delivery, ensuring timely activation, and client support.
02/2022 to 10/2022 LEAPLIFE/EVEN FINANCIAL San Diego, California
Licensed nationally to sell life insurance products, including medically underwritten, Guaranteed Issue and Accidental Death policies. Enhanced customer support with guidance and strategic case management during underwriting. Licensed nationwide with over fifteen insurance providers.
04/2016 to 12/2021 AIG DIRECT San Diego, California
Collaborated with leading life insurance companies at a brokerage to provide tailored coverage solutions. Qualified individuals based on communicated requirements before offering suggestions. Guided clients through application processes and addressed inquiries. Acted as customer service advocate to guarantee client satisfaction.
09/2014 to 04/2016 MY SENIOR HEALTH PLAN San Diego, California
Represented various offerings like Medigap policies and Prescription Drug Plans to enhance understanding of basic Medicare. Collaborated with leading carriers to present comprehensive options. Facilitated enrollment processes by serving as a client's representative.
UCSD BA of Communication degree in 2011
