Jake Herskovits
Specialist (Carrier Relationship Management) @Policygenius
New York, NY, US
EMAILS
j••••••••@policygenius.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2022 — Present
Specialist (Carrier Relationship Management) @Policygenius
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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
InvestmentsLong-Term CareSuccession PlanningFixed IncomeStrategic PlanningRisk ManagementPortfolio ManagementMutual Funds401kRetirement PlanningInvestment Advisory ServicesFinancial RiskFinancial AdvisoryAsset AllocationIrasUnderwritingHealth InsuranceSalesRelationship ManagementInvestment AdvisoryWealth Management ServicesInsuranceVariable Annuities
ABOUT JAKE HERSKOVITS
As a conscientious leader and curious thinker, I am always on the lookout for…
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