Mary Glatch GBA

Waterford WI

262-***-**** ada6cr@r.postjobfree.com

linkedin.com/in/maryglatch

Summary

With my years of experience in the Life Insurance industry, mostly in underwriting, and my per- sonnel management degree and CEBS education, I would like to apply my analytical, cus- tomer service and communication skills in an employee benefits or compliance role to help your company be the best in your industry.

Skills

• Excellent written and oral communication skills

• Great customer service skills

• Strong analytical and research skills

• Public speaking education and experience from Toastmasters

• Good attention to detail and ability to prioritize work

• Proficiency in Microsoft, Word, Outlook, Excel

Experience

Northwestern Mutual. Contract position through K-force. 2018-present Exchange Analyst

Call other insurance companies to find out status of 1035 exchange, document files Set up initial 1035 review

Catholic Financial Life 2001-2018

Senior Underwriting Associate

• Underwrote and approved Juvenile Life contracts and conversion applications

• Interviewed applicants via phone for medical and lifestyle information

• Served as go-to person for conversions and contract questions

• Verified policies were accurate before issuing on the system

• Worked with field staff to accommodate special requests and exceptions Education/Training

• B.S. Personnel Management - Viterbo College, LaCrosse WI

• MRA courses: Employee Benefits Certificate Series— Employee Benefits A to Z, Design and Funding of Benefit Plans, 401k(k) Plan Design and Administration, and Benefit Communica- tion Best Practices —2018

• WCTC courses: Microsoft Word, Excel, Power Point —2018

• LOMA courses completed FLMI designation

• CEBS Courses I, II & III Currently enrolled in CEBS IV Awards/Community Service

• Toastmasters since January 2016, VP Education since June 2019

• Awarded 2nd Place in Area F1 International Speech Competition with Toastmasters

• Praise from top producer at Sales Award Banquet at Catholic Financial Life

• Multiple customer service awards from all previous employers

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