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Elaine Youngs

Elaine Youngs

Implementation Officer

Superior Planning, Inc.

Talented, intelligent, & resourceful financial services professional able to adapt to new situations & wear multiple hats. Background in administrative & customer-service based capacities with several project-based experiences in a variety of settings/environments. Seeking a more advanced & challenging posi...

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Underwriting Services of America, Inc.

Senior Case Manager

- Proactively managed life insurance applications, up to six-figures in revenue, with a case load upwards of 200 while serving as liaison between agents, clients, and insurance companies.
- Worked closely with the Underwriting team and financial advisors to prepare and facilitate the presentation of client files to life insurance carriers establishing placement plan, estate planning objectives, and advanced case design.
- Provided timely and effective communication with financials advisors via the appropriate methods in order to provide consistent case status, advise the progression of their cases at the carrier level, and assess the viability of quotes generated for their clients.
- Interacted via the appropriate methods with life insurance carriers to ensure the timely processing of life insurance applications.
- Provided support to accounts that work directly with the life insurance companies in resolving any processing delays and service inefficiencies.
- Assisted and advised associates in the managing of their cases and packaging to life insurance carriers.
- Handled extremely confidential client information.
- Handled large accounts generating significant company revenue.
- Developed procedures in an effort to aid new hires, as well as standardize office work processes; lead new business training in order to implement said procedures.
- Participated and developed marketing, new business, and special projects as needed.

Career medium 03
Career
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San Diego State University

MBA

Education
Career medium 02

Case Manager

Advanced Planning Services, Inc.

- Proactively managed life insurance applications, up to six-figures in revenue, with a case load upwards of 200 while serving as liaison between agents, clients, and insurance companies.
- Worked closely with the Underwriting team and financial advisors to prepare and facilitate the presentation of client files to life insurance carriers establishing placement plan, estate planning objectives, and advanced case design.
- Provided timely and effective communication with financials advisors via the appropriate methods in order to provide consistent case status, advise the progression of their cases at the carrier level, and assess the viability of quotes generated for their clients.
- Interacted via the appropriate methods with life insurance carriers to ensure the timely processing of life insurance applications.
- Provided support to accounts that work directly with the life insurance companies in resolving any processing delays and service inefficiencies.
- Assisted and advised associates in the managing of their cases and packaging to life insurance carriers.
- Handled extremely confidential client information.
- Handled large accounts generating significant company revenue.
- Developed procedures in an effort to aid new hires, as well as standardize office work processes; lead new business training in order to implement said procedures.
- Participated and developed marketing, new business, and special projects as needed.

Career

CBIZ Special Risk Insurance Services, Inc.

Assistant Case Manager

- Worked closely with the Underwriting and Case Management teams to prepare and facilitate the presentation of client files to life insurance carriers.
- Followed-up with financial advisors to assess the viability of quotes generated for their clients.
- Communicated via the appropriate methods with advisors regarding the status and development of their life insurance cases.
- Processed and packaged life insurance policies for distribution to financial advisors nationwide.
- Handled extremely confidential client information.
- Assisted in the handling of large accounts that generated significant company profit.
- Developed procedures in an effort to aid new hires, as well as standardized office work processes.
- Participated and developed marketing, new business and special projects as needed.

Career medium 06
Career
Career medium 01

Triumph Management Co.

Administrative Assistant

- Supported a staff of six in all general clerical duties.
- Scanned documents into the company's system using the program DocStar.
- Organized documents for filing.
- Handled confidential documents.
- Created folders and binders for document organization.
- Sorted and distributed mail.
- Helped manage office supplies.

Career

Blankinship and Foster, LLC

Office Assistant

- Assisted the firm in achieving a paperless environment by means of scanning.
- Handled confidential documents.
- Aided in filing and file organization.
- Assisted with mailings to clients.

Career medium 02
Career
Career medium 04

Law Offices of Samuel Branksy

Receptionist/Administrative Assistant

- Answered and screened incoming phone calls.
- Typed legal documents and correspondence through dictation.
- Managed mail (incoming and outgoing).
- Aided in filing and file organization.
- Handled confidential documents.
- Began legal research.
- Managed office supplies.

Career

Blankinship and Foster, LLC

Office Assistant

- Assisted the firm in achieving a paperless environment by means of scanning.
- Handled confidential documents.
- Aided in filing and file organization.
- Assisted with mailings to clients.

Career medium 04
Career
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University of California, Los Angeles

BA, Economics, Global Studies

Education