Client Account Specialist
I Add Clarity.
You want to find out how your accounts are looking. You need assistance accessing your private client website. I am your girl. After meeting with your advisor, and products are chosen to accomplish your financial goals, I help process and execute the applications until policy placement. This includes, but is not limited to, scheduling medical exams and ordering the APS (attending physician statements). I want to be a part of our client’s journey and help in any way that I can by working with the chosen carrier, case manager and underwriters. My many years of experience has allowed me to build long lasting relationships with our clients and to better understand their needs and objectives. By doing this, I have earned their confidence and trust in knowing that they will be taken care of.
Mary attended North Central College and has been in the industry since 2001.