Ashley Coukos

Experience

• 

  McAuliffe Center at FSC

  Jan 2002 - Jan 2004

  Student Helper
• 

  Bugaboo Creek Steakhouse

  Sept 2003 - Apr 2008

  Hostess/Server/Bartender/Assistant Manager
• 

  College Planning Strategies, LLC

  Nov 2007 - Oct 2014

  Client Services Manager

  • Submit life insurance and annuity applications, order paramedical exams and see through the underwriting process by communicating with underwriters to resolve any issues in underwriting, approvals, issuing, premium payments, etc. • Process agent contracting applications and provide life insurance illustrations • Submit, renew and maintain agent and agency Insurance Producer Licenses and E&O insurance• Process policy services requests and perform calculations according to the insurance policy provisions to confirm requests are processed accurately and on time, take proper action to resolve any issues and answer clients questions about policy details• Respond to clients, advisors, vendors and insurance companies via phone and email• Assist the President of company in creating, implementing and finalizing personal college financial plans to position our clients in such a way to better their chances for Financial Aid assistance• Collect documents and confidential information that is required to file for Financial Aid assistance• Manage multiple calendars for college planning advisors; schedule meetings, phone calls and out of office appointments• Assist at public College Planning & Financial Aid Workshops• Perform company IT support including daily troubleshooting, backups of server and database, and assisting computer specialists• Setup and maintain client accounts payable and receivable, work with company bookkeeper to keep accurate records and collect any outstanding payments • Prepare and submit company Annual Reports to the Secretary of State Show less

• 

  Baystate Financial (an office of MetLife Financial Group)

  Oct 2014 - Aug 2015

  New Business Analyst

  • Provide ongoing support to Financial Representatives for personal lines of business (Life, Annuities, Fixed, Variable, Group Plans, Securities, etc.) for MetLife, MetLife Securities and Crump Insurance products • Process, track and complete all new business applications • Ensure all new business is complete and accurate by diligently reviewing applications for errors and missing information in order to minimize the number of NOGO’s and rejections • Once in good order, submit all new business applications to the Underwriting and Securities Departments• Effectively communicate with the sales associates throughout the underwriting and securities review process to obtain any corrections, responses to questions and any other outstanding requirements, and ensure all requests are received prior to the associated deadlines• Work directly with underwriters and securities associates to expedite the approval, issuing and placing• Maintain Agency Office Cashiering system by tracking all incoming funds and processing daily deposits according to auditing procedures• Follow up with sales representatives until all Delivery Requirements have been received and submitted• Process, track and complete all Broker Dealer Change requests• Created and implemented a Broker Dealer spreadsheet in order to track the processing from initial submission to confirmation of completion through Investment Tracker• Ensure all applications are complete and accurate, submit requests to the appropriate departments and follow up with the Insurance Companies to confirm change has been processed Show less

• 

  Bright Agency Inc.

  Aug 2015 - Nov 2015

  Customer Service

  • Answer phones and greet clients as back-up coverage to the Receptionist • Provide coverage and service information to customers regarding their auto and homeowners insurance• Attract potential customers by answering questions and suggesting information about available coverage• Maintain customer records by updating account information and sending out renewal letters • Work with the customers to resolve service problems by determining the cause of the problem, explaining the best options and expediting the correction or adjustment Show less

• 

  First American Insurance Underwriters

  Nov 2015 - Nov 2016

  Contracting & Commissions

  • Effectively communicate both verbally and in writing with advisors, vendors, carriers and internal staff • Provide a high level of service to advisors while processing their licensing with insurance carriers• Maintain a positive working relationship with advisors and carriers to update continuing education, state requirements and contracting prerequisites• Assist with the review and monitoring of commission reports to ensure accurate payments for advisors• Demonstrate sound organizational, time management, and record keeping skills Show less