Jack Zalta

Associate Financial Representative Insurance Client Services @Northwestern Mutual

Aspen, CO, US

Handle case notes, process correspondence and maintain client case files- Maintain financial representative\'s calendar and schedule follow-up appointments- Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting- Contact clients to confirm receipt of forms or request return of completed form and maintain current client information- Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements- Review insurance applications, conversions and policy changes for completeness and accuracy- Arrange medical, paramedical and any exams necessary for underwriting