Policy Service Specialist
I have over 25 years of experience in the Insurance Industry as a Case Manager and Agent. At Target Insurance Services, I focus on Policy Service Requests and my broad experience in multiple departments allows me to manage virtually any service need.
I take great pride in ensuring beneficiary designations are processed accurately, keeping inforce life insurance policies inforce, ensuring permanent life insurance policies are funded to claim expectancy and taking care of any other post issue matters. You were diligent in designing the risk protection products for your client and I make your client’s inforce business, my business!
Target Insurance Services, Inc. is a General Agency specializing in Life, Disability, Long-Term Care, Critical Care and Annuity Solutions to manage risk. We are a multi-carrier wholesaler that can design risk packages for your clients in a professional manner which honors your client relationships.
I am a people person and I am always willing to assist with any questions or concerns you may have regarding your clients inforce policy issues. I have built excellent working relationships with many of our brokers and vendors and I look forward to adding many more. Let me help you with those sometimes complex policy changes so that you and your staff’s time can be spent building relationships with your clients.
I enjoy the challenge of policy changes and the thrill of seeing issues resolved. You can trust me to provide the Best-In-Class Insurance Solutions designed and executed in a style which reflects the same love and care you extend to your clients. I find great satisfaction in another “Happy Customer” and a job well done.
Connect with Cathy on LinkedIn.