Manjola Cela
Head of Renewals | Madan+Associates
- Role
- Head of Renewals at Madan+
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Head of Renewals
May 2021 — Present · New York, NY, US
Renew financed life insurance policies. Prepare and present loan schedules to reflect the collateral positions and documentations to clients, insurance carrier, and lender personnel. Compile in depth financing recommendation summaries and case design through the analysis of tax returns, financial statements, and the investment accounts while making sure the transition renews as scheduled.
Skills
- Leadership
- Employee Benefits
- Retirement Planning
- Social Media
- Small Business
- Retirement
- Microsoft Word
- Public Speaking
- Buy-Sell Agreements
- Protection Planning/Family Security
- Income Protection
- Microsoft Excel
- Lifetime Income Strategies
- Asset Protection
- Event Planning
- Customer Service
- Social Networking
- Research
- Life Insurance
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