Jacqueline P.

Insurance Broker | Field Underwriter | MS in Data Science | Interior Design

Role
Insurance Broker at Symmetry Financial Group
Location
Chicago, IL, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Jacqueline P.

I help ambitious women who have built successful careers but don’t want to navigate their…

Experience

  1. Insurance Broker

    Symmetry Financial Group

    Jan 2025 — Present · IL, US

    Manage end-to-end insurance servicing for 100+ clients: needs analysis, policy structuring, compliance, and closings- Maintain clean CRM data and documentation pipelines to ensure smooth operations and audit-readiness- Translate complex insurance documents into clear, actionable summaries under regulatory deadlines- Build long-term client trust across life, health, and fixed product lines

Education

  • Lewis University

    Bachelor of Science - BS, Chemistry, Mathematics Minor

  • Northwestern Boot Camps

    Data Science & Visualization

  • University of Chicago

    Master of Science - MS, Data Science & Analytics

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Jacqueline P. — Insurance Broker at Symmetry Financial Group in Chicago, IL, US | Unifers