Sign in

Human Resources Employee Benefits

Waterford, WI
December 30, 2019

Contact this candidate


Mary Glatch GBA

Waterford WI



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.


• 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


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

Contact this candidate