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May 20, 2011 at 08:00 PM
LEAWOOD, Kan. May 19, 2011 - In an effort to provide enhanced support for agents placing life insurance cases, Creative Marketing announces the addition of Bernice Casey (shown at left) as the new Senior Underwriting Consultant and Life Insurance Underwriting Instructor to the Life Sales team.
Casey will serve as the in-house underwriting expert, helping financial professionals efficiently position and package life insurance cases. Her role as underwriting instructor will allow her to work closely with internal sales consultants as well as affiliated agents and advisors to streamline processes and ensure the submission of more complete cases.
In her new position, Casey will be a valuable resource for agents, teaching them quicker and more effective ways to produce better business. She will evaluate processes and provide recommendations to speed the process of application through placement. Her responsibilities include working more closely with newer producers on how to position cases properly, as well as reviewing large or more complicated cases prior to carrier submission to help eliminate errors or omissions that could delay the underwriting process. Casey will fully prepare Creative Marketing’s in-house life consultants to assist agents in successfully packaging cases for an underwriter. Through the leadership of Casey, affiliated financial professionals will produce and submit higher quality application packages, ultimately making the process more efficient and providing a better outcome for their clients.
“I look forward to working side by side with Creative Marketing’s sales consultants and agents to work through cases, place more policies and shorten the processing time,” said Casey. “In addition to the underwriting process, I’m also very passionate about teaching. I enjoy working with people and helping them grow their skills. I feel fortunate to be able to meld these two passions in my new position.”
Casey will teach agents a number of specific underwriting processes that will assist in expediting policy placements, including how to properly fill out and submit a life insurance application, how to write a cover letter to the carrier’s underwriter, how to work with the carrier’s in-house underwriting team, and much more. She will provide educational training through live webinars, in-house educational events and written instruction in the monthly Creative Edge magazine. In addition, she will provide ongoing training to in-house life sales associates so they can more comprehensively serve their agents.
