Michelle Anderson

Annuity Case Manager at InsurMark

Michelle Anderson is an Annuity Case Manager at InsurMark since September 2014. Previously, Michelle worked as a New Business Coordinator at Elite Marketing Group from July 2012 to September 2014. At InsurMark, Michelle is the primary contact for advisors on case processing inquiries and maintains an accuracy above 90% for new business applications. Michelle builds strong working relationships with advisors and key administrative staff, while also resolving complex new business and policy holder service issues. Michelle's role at Elite Marketing Group involved being a liaison between agents and carriers, processing Life and Annuity applications, and providing exceptional customer service to agents. Michelle attended Texas School of Business from 2010 to 2011.

Location

Houston, United States

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InsurMark

As the industry’s leading Advisor Development Organization (ADO), InsurMark is taking the next step in a 35-year history of aligning the independent financial advisor with best-of-breed resources and services. Our dedicated team of advisor development consultants work with valued partners and vendors to navigate the ever-changing industry with our value engineering process, online educational courses and on-site training sessions. This process encompasses brand development and marketing, leads generation, practice betterment, client experience and communications in an effort to build a business blueprint​ that can be implemented to the benefit of their practice and clients alike.


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11-50

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