Content
2 modules
Rating
Instructor
Finseca Staff
Released
16 May 2024
Price
$199.00
Description
The Underwriting Certification Program helps train and develop new underwriters on the life insurance underwriting process, while certifying existing underwriters on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of nineteen online learning modules with mastery quizzes for each module.
Session Overview:
Session 2 – The Role of the Broker General Agency Case Manager & Underwriter
This session explores the vital role of the Broker General Agency (BGA) Underwriters in the life insurance & underwriting process. It delves into tasks like data gathering, application scrutiny, and financial justification review, emphasizing effective communication between stakeholders. Through meticulous stages like medical scrubbing and offer assessment, the session aims to optimize outcomes and facilitate collaboration with carriers and advisors. This module offers essential insights for individuals engaged in licensing and contracting, providing a solid foundation for success in the insurance industry.
PROFESSIONAL DEVELOPMENT COMMITTEE
Leah Mahoney, – EVP - Operations, Diversified Brokerage Services, Inc. |
Chair |
Haley Chaires, – Account Executive, Ash Brokerage |
Member |
Rachel Sachs, – Vice President Insurance Operations, LPL Financial |
Member |
Kim Wilcox, – Vice President of Operations, Innovative Underwriters |
Member |
Rachel Sanfilippo, – Operations Manager - Contracting & Licensing & New Business, Partners Advantage A Gallagher Group |
Member |
Amanda Singer, – Vice President, Crump |
Member |
Melinda Marcotte, – Head of Life New Business, MassMutual |
Member |
COURSE CONTRIBUTORS
Tiffany Markarian– Managing Director and Founder |
Advantus Marketing, LLC |
Melissa Heighway– Director of Life Underwriting; Insitutional Channel |
Crump Life Insurance Services |
Stephanie Hrisko– Medical Consultant in Underwriting |
The Cason Group |
Angela Ison– Underwriting Consultant |
MassMutual |
David Glasgow– Underwriter |
Diversified Brokerage Services |
Kim Schrass– Director of Underwiting |
Ash Brokerage, An Integrity Company |
Jim White– Underwriting Manager |
Securian Financial |
Jann Varner– AVP, Case Design |
Diversified Brokerage Services |
William Nalipinski– Regional Sales Consultant |
Securian Financial Group |
Karen Gilmore-Buxton– Sr. Product Specialist |
Lincoln Financial Group |
Kieth Gruchacz– Sr. Consultant |
Lincoln Financial Group |
Phil Jackson– Managing Director, Insurance Marketing |
Valmark Financial Group |
Ashley Orlinski– AVP Internal Sales |
LPL Financial |
Amber Castator– Sr. Relationship Case Manager |
Ash Brokerage |
1.
Session 2: The Role of the Broker General Agency Case Manager & Underwriter
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2.
Underwriting Certificate - Exam: The Role of the Broker General Agency Case Manager & Underwriter
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