Margie Marquardt

Experience

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  MullinTBG

  Jan 1992 - Jan 2006

  Senior Associate/New Business Manager

  -Managed the company's 2 underwriting departments (Chicago & Los Angeles)-Centralized underwiting in Los Angeles resulting in annual savings of $70,000-Funded Fortune 100 client's retirement, deferred compensation, and life insurance plans with variable universal life products using multiple insurance carriers-Negotiated underwriting concessions for high net-worth executive clients-Created new accounts for variable insurance products with Broker-Dealer-Created and tracked variable life sales using Excel-Tracked commissions using an Access database-Functioned as liaison between insurance carriers and in-house sales and marketing teams Show less

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  Colonial Life

  Jun 2008 - now

  Client Service & Enrollment Coordinator

  As Client Service Manager/ Enrollment Coordinator:-Solve Client Issues and provide exceptional client/team service-Guide new managers through their daily business issues-Coordinate multistate and local enrollments-Work with Plan administrators to make sure the enrollments go smoothly-Prepare and disseminate a variety of reports using Excel, Word and Client Service/Enrollment Software-Resolve issues with underwriting requirements-Resolve client billing issues between Home Office and client-Research and resolve claim questions-Provide customer service to client companies and its employees as well as Colonial team members-Market Colonial products Show less