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April Dillon santa Maria

Case Assistant Team Lead at American Business

April Dillon Santa Maria has a diverse and extensive background in administrative roles, with experience in coordinating new business applications, providing executive support, and handling sales functions. April has worked in various industries including financial services and insurance, and has a strong track record of accuracy and efficiency in their work. April's skills include organizing meetings and events, managing client relationships, and providing high-level administrative support to senior executives. Their educational background includes attending Broward College.

Location

Boca Raton, United States

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American Business

Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: – Comprehensive life insurance solutions geared toward high-net-worth individuals – Educational resources, including timely and relevant articles/white papers – Case studies that demonstrate our ability to solve unique/demanding life insurance challenges – In-house education, including lunch-and-learns, seminars and retreat presentations – Updates on important tax, regulatory and insurance-related news and events – One-on-one consultations – Complimentary reviews of estate planning documents (e.g., wills, trusts, powers of attorney, buy-sell agreements) In serving as the highest quality resource to our strategic partners and their clients, we offer distinct advantages over other life insurance providers: – Absolute independence – we recommend the right products to accomplish specific client goals, and we’re committed to ensuring that all products we offer fit within the larger planning framework. – National coverage – Advanced in-house underwriting capabilities – 90% case placement rate – Educational resources to help you deepen your holistic value as trusted advisers to your clients – Proven experience and know-how – most American Business insurance professionals have more than 20 years of high-level industry experience


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Employees

51-200

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