“Success is the results of perfection, hard work, learning from failure, loyalty, and persistence.” – Colin Powell

Rachel is a contractor with GB Underwriting Services and provides underwriting and policy administration services to the Gateway Financial team.  With excellent communication adeptness, and an aptitude for problem-solving, Rachel plays a key role in assisting teammates with issuing new life insurance policies and administering the life insurance once issued, especially as it relates to in-force service tasks.  To ensure a seamless workflow, Rachel works with Gateway’s team, clients, and carriers utilizing Gateway’s procedures to effectively address inquiries and deliver prompt policy service.  In her role, Rachel:

• Assists in the underwriting process to ensure medical records are received, applications are in good order and policies are issued accordingly and accurately. 
• Coordinates with various life insurance carriers to obtain service forms, inforce illustrations, policy values, and other needed information to properly service in-force policies. 
• Fulfills policy owner services requests, such as beneficiary and ownership changes, term conversions, address changes, premium administration, etc. 
• Provides various inforce service-related policy tasks such as sending out premium reminders for trust owned policies, no lapse guaranteed premium timing reminders, term conversion / replacement reminders, lapse notices, etc.
• Responds to clients on service-related inquiries in a timely fashion. 
• Coordinates with carriers to ensure service changes are made. Track activities and update internal CRMs as necessary. 

Education and Affiliations:

• Business Administration, California Coast University
• Client Builder Award, Guardian
• Licenses: LAH

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