Jake Herskovits
- Role
- Specialist (Carrier Relationship Management) at Policygenius
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jake Herskovits
As a conscientious leader and curious thinker, I am always on the lookout for…
Experience
Specialist (Carrier Relationship Management)
Aug 2022 — Present
Liaison between external business partners and internal sales operations team with a continued focus on optimizing efficiency and maximizing profitability in a continually changing marketplace. • Consultant to senior leadership on trends and initiatives impacting the sales operations team.
Skills
- Investments
- Long-Term Care
- Succession Planning
- Fixed Income
- Strategic Planning
- Risk Management
- Portfolio Management
- Mutual Funds
- 401k
- Retirement Planning
- Investment Advisory Services
- Financial Risk
- Financial Advisory
- Asset Allocation
- Iras
- Underwriting
- Health Insurance
- Sales
- Relationship Management
- Investment Advisory
- Wealth Management Services
- Insurance
- Variable Annuities
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