Page 45 - Lasting Mark : Onboarding Guide

DIRECTORY

DEPARTMENT
CONTRACTING
THOMAS GRAZIANO
VP OF CONTRACTING & IT OPERATIONS, MANAGING PARTNER
Thomas.Graziano@lastingmark.com | 502-915-8218

• Carrier Relations • Innovation and Development
• Carrier Onboarding / Processes • Strategic Relations / Problem solving
• Group Onboarding • Software and Technology

JENNIFER ANDERSON
DIRECTOR OF CONTRACTING
Jennifer.Anderson@lastingmark.com | (417) 881-0080 ext: 107

• Organizing & Assigning Daily Priorities
• Carrier Relations
• Carrier Onboarding / Processes
• Management of Special Projects (audits etc)
• Daily review & assignment of all contracting@ emails
• Comp & Hierarchy Adjustments (assigning to team)
BROOKE CHAMNESS

SPECIAL PROJECTS ADMINISTRATOR
Brooke.Chamness@lastingmark.com | (417) 881-0080 ext: 105
• Support agents through the contracting process
• Management of Special Projects (audits etc)
• Troubleshooting of higher level contracting issues
• Contracting Updates
• Carrier Contracting Guidance
• Contracting Agent relations
• Support agents through the contracting process
• Proactive Outbound Communications
LINDSEY HAINES

CONTRACTING CASTING SPECIALIST
Lindsey.Haines@lastingmark.com | (417) 881-0080 ext: 204
• Distribution of Carrier Contracts
• Missing Contract Requests
• New Carrier appointment requests
• Waiting for Upline Pipeline Stage Management

HALEY WICKS
CONTRACT PROCESSING SPECIALIST
Haley.Wicks@lastingmark.com | (417) 881-0080 ext: 222
• Carrier Contract Processing
• Carrier Contracting Issues adjustments
MARGARET ALMONIA
ONBOARDING SPECIALIST
margaret.almonia@lastingmark.com

• Reviews all newly launched agents
• Verifies that all pre-contracting & onboarding documentation is satisfactory
• Reviews Onboarding Packet
• Completes SureLC Registrations
• Manages Missing Items

www.lastingmark.com Onboarding Guide 45