New Business Case Manager
I have over 20 years of experience in the insurance industry and I am highly skilled in application processing, case management and client services. You were diligent in recognizing the risk protection needs of your client’s within their financial plan and I would love the opportunity to serve as your new business case liaison.
Target Insurance Services, Inc. is a General Agency specializing in Life, Disability, Long-Term Care, Critical Care and Annuity Solutions to manage risk. My customers are advisors, agents and brokers. Target is a multi-carrier wholesaler that can design risk packages for your clients in a professional manner which honors your client relationships.
I am dedicated to providing professional, high quality, friendly service to every agent, advisor and broker. It is my goal to understand the nuances of the insurance industry and to provide customized delivery of insurance solutions from the application acquisition through underwriting and to final delivery.
I find great satisfaction in knowing that I am helping you protect your client’s financial dreams. I am very determined, and I will do what it takes to expedite the application and issue process for your clients. I am backed by a team of licensing experts, case support assistants and a staff underwriter. Case management is all about being determined to take an increasingly complicated business cycle and tie it all neatly together. I’m all about final successes.
Let me be your Life Insurance Advocate and handle the sometimes complex processing hassles so that you and your staff’s limited time can be spent building relationships with clients. You can trust me to provide the Best-In-Class Insurance Solutions designed and executed in a fiduciary manner.
Connect with Felicia on LinkedIn.