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, and at the present I am pursuing getting licensed in Life and Series 6 in order to accomplish the best service to our clientele.
My family is the thing I most enjoy, especially spending time with my new grandchild Matteo. Other things I also I do in my spare time is reading all kind of books and taking care of my two beloved dogs.