Maurice Jenkins

New Haven, CT *****

917-***-****

ad1be7@r.postjobfree.com

Summary

Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves Experience & Credentials

Mugger’s Marrow, LLC - New Haven, CT

2015 to Present

Purveyor of “Stick ‘Em Up!” Grilling Glaze & Marinade Founder and CEO

Design, manufacture and market a flexible organic condiment with no granulated sugar Obtained organic certification with the USDA

Member of the CT Better Business Bureau

AXA Equitable - New Canaan Group, Stamford, CT 2009 to 2017

A financial services broker targeting high net worth clients Director of New Business & In Force Service

Prepare insurance summaries, cash flow statements, balance sheets, insurance needs analysis, illustrative case design and presentations on potential insurance alternatives as a means of generating business with new and existing clients Ensure proper completion of applications, client profiles and corresponding paperwork in order to expedite processing

Anticipate the expected requirements from underwriters in order to schedule insurance examinations, as well as retrieval of medical records, financial statements and trust documents Liaise via verbal and written communication between the agents, clients and multiple insurance carriers; resolve outstanding underwriting, replacement, 1035 exchange and policy delivery issues

Initiate and review client requests for changes on existing variable, universal, term, annuity and long term care policyholders

Oversee file maintenance and internal audit preparation for compliance AXA Equitable - Queally Group, Stamford, CT 1997 to 2009 A financial services broker targeting high net worth clients New Business Director

Supervised a small office staff of new business and customer service professionals for individual and group life insurance, long term care and annuity contracts Trained office staff on establishing and managing relationships with medical and insurance carrier personnel for the purpose of coordinating insurance exams, records retrieval, new business applications and illustrative case design Traveled to several insurance carriers to build a rapport with administrators and acquire product knowledge

Served as the main point of contact for escalated customer complaints and outstanding requirements from insurance carriers

Diversified Investment Advisors, Purchase, NY 1996 to 1997 Group and Individual Financial Retirement Services Participant Services Representative

Advised clients on general investment strategies

Executed fund transfers and allocation changes for participants Provided guidance on Internal Revenue Code regulations with an emphasis on ERISA rules Supplied transaction status for 403(b), IRA, 401(k), 457 and variable annuity accounts AXA EQUITABLE, New York, NY 1991 to 1996

Northeast Regional Service Representative

Executed all fund transfers, allocation changes, loans, withdrawals and policy surrenders for variable life contract holders Insurance Analyst

Accountable for client check processing, department disbursement, inventory and data entry; as well as distribution of internal policy reports to managers

Agency Clerk

General office duties included distribution of mail and agent information to over 200 sales representatives and support staff

EDUCATION

American College – Bryn Mawr, PA

Chartered Life Underwriter designation

Johnson & Wales University – Providence, RI

Bachelor’s Degree- Business Management

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