James Algier

Experience

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  SouthStar Funding

  Oct 2004 - Mar 2007

  Mortgage Underwriter

  Manually underwrite full range of mortgages (A, Alt-A, Sub-Prime) for residential lender (company exceeded $6 billion in production in 06). Analyze overall risk of loan including income calculations and documentation, appraisal review, title commitment, sales contracts, and credit. Responsible for approval of mortgage and/or counter-offers adhering to investor guidelines for loans up to $500k. Clear all conditions, perform due diligence/QC, confirm verifications and issue clear to close all while maintaining constant contact with mortgage brokers, AEs and AMs. Advise brokers, AEs and AMs on alternatives, scenarios, and program guidelines. Show less

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  The Hartford

  Aug 2007 - Jul 2017

  Market Hartford's line of Group Benefit products (STD, LTD, Life, AD&D, CI, Accident, Group Retiree Health) to regional producers in GA, AL and Eastern TN. Author and deliver custom annual reports detailing client absence experience and trends

  • Regional Marketing Representative

    Jun 2014 - Jul 2017

  • Analytic Consultant

    Aug 2007 - Jun 2014
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  Kaiser Permanente

  Mar 2018 - Jan 2021

  Mid/Large Group Sales Executive

  Lead all aspects of group healthcare sales cycle: relationship development, pipeline management, prospecting/RFP outreach, strategy, negotiation, sale, implementation, open enrollment and finally account management. Provide consultative sales to assigned benefit broker networker. Coordinate facility tours with clients, finalist meetings, and promote Kaiser Permanente value proposition via in-person and virtual meetings.

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  Decisely

  Jun 2021 - Apr 2023

  Client Engagement Manager
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  Yates Insurance

  Apr 2023 - now

  Account Manager