Jennifer Estes

Experience

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  Beneficial Financial Group

  Aug 1998 - Mar 2009

  Annuity New Business Rep

  Take application for annuity contract, all data entry, review all paperwork for legal requirements and accuracy, request rollover funds from other company, follow up on all requests for roll-overs, apply money once received, be sure agent commission is accurate and paid out in a timely manner, send annuity contract back to agent. Did team training, traveled to agencies and provided training to agents. Follow up.

• 

  Physician Licensing Service

  Jun 2009 - May 2010

  Licensing Consultant

  Data entry of physicians information, completion of all applications for state licensure for physician, order all education transcripts, residency, internship, all verification required by each individual state, submit to state licensing board, follow up on verifications, follow up with state licensing board, contacting physician regularly with status updates, notify physician when each license is issued. Keep accurate spreadsheets on all files.

• 

  The Highmark Group

  Apr 2011 - Jan 2014

  Estimator

  Review Landscape and Irrigation Construction Plans, make a complete materials list for the contractor, review all the details, review the take-off, review the Specifications and Addenda. Review for accuracy.

• 

  Invita Financial

  Jun 2014 - Sept 2016

  New Business

  Working with our inside sales team to submit new annuity and indexed universal life business. Training new closers, training openers on illustration software, working with insurance and annuity carriers to get policies issued and paid.

• 

  Premier Funeral Services

  Jul 2017 - Jul 2020

  • Funeral Director

    Jul 2017 - Jul 2020

  • Apprentice

    Jul 2017 - Aug 2018
• 

  Included Health Communities

  Jul 2020 - Oct 2022

  Clinician Support
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  Premier Funeral Services

  Oct 2022 - now

  Mortician

  Managing a caseload of families, removals, arrangement meetings, cremations, and processing cremated remains, embalming, casketing, dressing, cosmetizing, obtaining death certificates, burial/transit permits, and any paperwork required for ship-outs.