With over two decades of expertise in the insurance and financial planning sector, I am dedicated to providing exceptional service and support to our firm's advisors and clients. In my role as a New Business Coordinator, I oversee all aspects of New Business Processing and provide valuable support to our Financial Advisors by resolving underwriting issues and negotiating favorable outcomes for their clients.
Prior to this position, I excelled in coordinating marketing and branding efforts for the Agency. I successfully executed marketing and advertising campaigns and organized impactful promotional presentations. My commitment to prioritizing others and conducting thorough due diligence is well-known among those I've worked with.
As a contributor to the firm's Diversity & Inclusion Initiative, I actively assisted in developing and implementing strategic programs to enhance the recruitment, retention, and advancement of minority professionals. Within the company, I fostered a supportive and productive environment through my involvement in culture and team-building efforts, offering encouragement, development, and sponsorship opportunities.
Beyond my professional endeavors, I take pride in being a devoted mother of three girls and am honored to reside with my family in Queens, NY.
CRN202705-6554986