Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Northwestern MutualAssociate Financal Representative
Jun. 2022Client Service:
· Manage case notes, client correspondence, case files, and Insurance/Investment related materials.
· Client scheduling and servicing.
· Gather and process client information for all product lines.
· Liaison between Home Office, Advisors, and Clients. Insurance Service:
· Prepare Insurance, Annuity, and LTC illustrations. · Complete Insurance, Annuity, and LTC applications.
· Manage all applications through underwriting to policy approval. · Process incoming non-securities related service requests from clients. Administrative Support: · Maintains efficient and organized day to day operations for team. · Preparing Investment/Insurance Reports for all client meetings. · Calendar management. · CRM management and data entry.
Gerard Construction Corp.Assistant Project Manager
Jul. 2016 - May. 2022· Working directly with Project Managers in overseeing and coordinating the successful completion of construction projects through all phases.
· Responsible for day-to-day management in the field on multiple job sites.
· Developing pre-construction RFP package. · Creating and managing project budget for all assigned projects.
· Establishing job processes (RFI’s, submittals, and pay applications) including approving
pay applications and negotiating subcontract change orders.
· Effective daily communication with Project Managers, Site Superintendents, Clients, & Subcontractors. · Managing project closeout process.
Intch is a Professional Networking App for the Future of WorkSee more people like Elizabeth on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
1538443 people
22
Data Entry
16
Senior Pricing Analyst @ Saia Inc.
15
Project Manager, Consultant
464861 people
22
Data Entry
15
Production Assistant
15
Operations and project manager