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Columbus, OH
... 2016 - 2018 Independent Insurance Agent My duties included counseling clients over the phone and in person to match life, health, home, auto and fix rate annuity products that fix their needs. I also market my service and products via email, phone, ...
- Feb 05
Columbus, OH
... This notice explains how we protect your This privacy notice is for individuals who apply for or obtain our products and services under an employee benefit plan, or group insurance or annuity contract. In this notice, "you" refers to these ...
- Jan 19
Columbus, OH
... License to sell Securities and Variable Annuity Products (2009) Life and Health Insurance License (2009) VOLUNTEERISM & INTERESTS Community Service: Actively volunteer and support Santa’s Silent Helper which helps families in need over the holidays. ...
- Jan 16
Columbus, OH
... Insurance (Innosource Contractor), Director of Marketing 2023 to present ● Manage email and social media for the Annuity Marketing team ● Work with the compliance and design teams to produce literature, social, and email for agents ● Manage ...
- 2023 Nov 28
Columbus, OH
... SELF EMPLOYED Insurance Agent in North Carolina 01/2002 – 08/2010 Contacting prospects for Fixed Annuity sales for American Equity Investment Life Insurance Company. Retirement Account education and enrollment of plan participants. Bank of America – ...
- 2023 Sep 15
Columbus, OH
... significant contributions to the completion of a $1.2M project focused on introducing application programming interfaces (APIs) for Annuity, Life, NW mobile, CommAg, and Internet sales that supported web verification of BANs in alignment with GIACT ...
- 2023 Aug 03
Dublin, OH
... Client AXA Equitable Project Title AXA Equitable Annuity Products and Services Duration 60 months (July’2010 to Aug’2015) Role Module Lead Team Size 20 Module Statements of Accounts Description This project includes the building/supporting new ...
- 2023 Jun 21
Dublin, OH
... outsourcing of annuity operations and systems ($30 mil. savings). Comprehensive operations review for COO of growing, government sponsored TPA ($6 mil. savings). Redesigned multi-location Medicare Part D call center and operations areas ($1.5 mil. ...
- 2023 Apr 28
Westerville, OH
... Managing Member Telemarketing, Prospecting & Setting Appointments Marketing, Sales & Presentations Order Entry, Customer Service, Responsible for all Financials State of Ohio - Department of Insurance Life and Annuity License, Group Health Insurance ...
- 2022 Aug 03
Dublin, OH
... This system provide information about policy holder, Accounting information, Plan code/ benefit information –health, Claim submissions information – health, Claim status information – health, Claim information on annuity, Annuity Tax information, ...
- 2020 Oct 16