Logan C.
Senior Insurance Operation Associate @Farther
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WORK HISTORY
Senior Insurance Operation Associate @Farther
Identified $70K in additional profit in 2025—48% above forecast—by optimizing billing, advisor transitions, and operational processes- Own full Annuity & Insurance Operations for one of the fastest-growing RIAs (~$20B AUM), leading advisor onboarding, transitions, billing workflows, data integrations, and revenue integrity - Serve as department SME and primary escalation point, independently managing operational risk, client issues, advisor compensation corrections, and cross-functional problem resolution- Built a comprehensive advisor transition framework—including processes, documentation, and data requirements—enabling scalable onboarding and reducing reliance on informal “tribal knowledge.
EDUCATION
University of Cincinnati
Bachelor’s Degree, Marketing
University of Cincinnati
Minor, Psychology
SKILLS
ABOUT LOGAN C.
We are upending the multi-trillion-dollar insurance industry by modernizing insurance and annuities. DPL advisors partner with Registered Investment Advisors (RIAs) to serve their clients more holistically by providing a marketplace of low-cost, Commission-Free products from some of the nation\'s top carriers. We enable advisors to strategically implement insurance and annuity solutions without compromising their fiduciary obligations, ultimately delivering greater benefit to the financial plan and improving overall retirement outcomes.
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