Jessica A

Agency Coordinator

Thoroughbred Financial

May 2025 - Aug 2026 • 1 yr 3 mos

Managed end-to-end life insurance and annuity application processes, ensuring accurate documentation and completion of required information. • Organized and maintained detailed client and policy records, ensuring information was clear, accurate, and easily accessible. • Coordinated workflows between agents, clients, and insurance carriers, tracking requirements and follow-ups through policy placement. • Documented and followed established procedures to maintain consistency and accuracy across recurring business processes. • Provided client and agent support by communicating complex requirements clearly and resolving service-related issues. • Supported agency operations through document management, administrative coordination, communications, and process organization. • Identified opportunities to improve recurring workflows and make administrative processes more efficient and consistent.