Talk to sales Try for Free
Jill Tsuji

Jill Tsuji

Customer Service Representative

Followers of Jill Tsuji658 followers
location of Jill TsujiGlenview, Illinois, United States

Connect with Jill Tsuji to Send Message

Connect

Connect with Jill Tsuji to Send Message

Connect

  • Timeline

  • About me

    Partner Stone Point Financial Group & Associate at Long Road Risk Management Services

  • Education

    • Marian Central Catholic High School

      1991 - 1995

    • Western Illinois University

      1995 - 1999
      Bachelor of Arts Journalism and Mass Communications

      Activities and Societies: Western Courier News Editor, Western Courier Assistant Sports Editor, Western Sports Information Department

  • Experience

    • Capital Synergies, Inc.

      Jun 1999 - Sept 2001
      Customer Service Representative

    • USI Insurance Services

      Aug 2005 - May 2014

      Effectively maintain client relationships with individual clients in the Wealth Management division through excellent customer service while observing and adapting to the dynamic and ever changing markets. Act as project manager to large group benefits client as liaison between, broker, client and insurance carrier for life and disability products.

      • Account Manager Wealth Management

        Aug 2005 - May 2014

      • Account Manager Employee Benefits

        Aug 2005 - May 2011

    • Stone Point Financial Group

      Jun 2014 - Jan 2020
      Associate

      Manage and maintain relationships with our clients to fulfill the Stone Point Financial Group mission to offer personalized service delivered with the highest standard of excellence, integrity and commitment resulting in lifelong client relationships. I coordinate efficient synergies through the flow of information between our sales team, vendors, partners and clients.

    • Long Road Risk Management Services

      Jan 2020 - now
      Associate

      We are dedicated to making the life insurance experience exponentially better for clients by taking a “long road” approach. Offering a full spectrum of insurance planning services and solutions, we work closely with clients and their most trusted advisors to ensure their life insurance plans are designed to meet their unique needs today. We then monitor the plans regularly to ensure their coverage continues to help them accomplish their goals in the future.

    • Stone Point Financial Group

      Jun 2020 - now

      We help plan for your future with State-of-the-Art Life Insurance solutions for advisors and their clients. Stone Point has the expertise and proprietary analytical tools to evaluate you or your client’s policy and the strength of the life insurance company that is guaranteeing the policy.With each policy analysis, you and your clients will receive a detailed, written report with recommended action steps. The results are often surprising, always enlightening, and enable you to give your clients and trustees peace of mind. Show less

      • Partner

        Jun 2020 - now

      • Associate

        Jun 2020 - now

  • Licenses & Certifications

    • FINRA Series 6

      Financial Industry Regulatory Authority (FINRA)

  • Volunteer Experience

    • Volunteer

      Issued by Tuberous Sclerosis Alliance
      Tuberous Sclerosis AllianceAssociated with Jill Tsuji

    • Volunteer

      Issued by Crystal Lake Food Pantry
      Crystal Lake Food PantryAssociated with Jill Tsuji

    • Northern Illinois Midwest Ambassador

      Issued by (USTA) United States Tennis Association on Apr 2022
      (USTA) United States Tennis AssociationAssociated with Jill Tsuji

    • Volunteer

      Issued by United Way of Greater McHenry County on Jan 2017
      United Way of Greater McHenry CountyAssociated with Jill Tsuji

    • Coach and Volunteer

      Issued by CRYSTAL LAKE BASEBALL NFP on Apr 2017
      CRYSTAL LAKE BASEBALL NFPAssociated with Jill Tsuji

    • Head Baseball Coach

      Issued by CRYSTAL LAKE BASEBALL NFP on Mar 2015
      CRYSTAL LAKE BASEBALL NFPAssociated with Jill Tsuji