Client Account Specialist
I Add Clarity.
You want to find out how your accounts are looking. You need help accessing your private client website. I can assist you.
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 may include scheduling medical exams and ordering attending physician statements. I am a part of your journey by being the point of contact working with the chosen carrier, case manager and underwriters.
My many years of experience in the financial and insurance arena 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 the confidence and trust in knowing that they will be taken care of with their best interest in mind.
Mary attended North Central College and has been in the industry since 2001.