New Business Coordinator
I work at CFS as the New Business Coordinator and Case Manager of all the workflow with over 15 years of experience in the customer service field. I have a vast knowledge of new business processes, forms, different carriers underwriting requirements and case management in a brokerage environment. This includes developing and managing the underwriting process to provide efficient, proactive service to agents, understanding of life insurance products and companies and their specific requirements for new business. Among my tasks I also have the ability to anticipate potential issues and communicate quickly and effectively to resolve those issues with strong knowledge of life insurance terminology and a general medical knowledge.
I am completely compromised in offering our clients the best customer service experience and to cover all of our client’s needs.
My family is the thing I most enjoy, especially spending time with my grandchildren Matteo& Noah. Other things I like to do in my spare time is reading all kind of books and taking care of my two beloved dogs.