Greg Forbes
Customer Service Team Lead at Advisor Management Group
- Role
- Customer Service Team Lead at Advisor Management Group
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
Experience
Customer Service Team Lead
Jan 2018 — Present · Las Vegas, NV, US
At Advisor Management Group we merge cutting edge technology with veteran agents in a tech-forward call center, creating a new era of digital distribution for traditional insurance carriers. It is our belief, corroborated by years of experience, that both superb technology and well-trained advisors are critical to maximizing the value to the client and creating sustained top-line revenue for the carrier.AMG partners with mid to large size insurance carriers to implement our digital distribution utilizing their orphan client portfolio, we focus on life & annuity lines. We\'ve re-created the \"traditional career agency\" in a digital modern format, allowing us to manage, track, and record every interaction our agents have with your orphan clients. Our distribution model utilizes a carrier\'s most valuable, and oftentimes underutilized, asset their existing clients (orphan clients). Our model offers exclusive distribution for a carrier providing new and additional product lines to their orphan policyholders.
Education
Nicholls State University
Bachelor's degree
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