Tracey has been a Non-Registered Sales Assistant with National Financial Alliance, LLC since October 23, 2000. She came to us with 13 years of experience in the Corporate field.
- Her primary role is to be liaison between agent and insurance carriers. Her responsibilities include, but are not limited to:
- assisting agents in submitting and tracking new business.
- trains and instructs agents on how to run quotes, print applications, forms, etc. on-line for a number of carriers.
- manages the agent’s commissions on the life side of the business.
She has excellent communication skills and enjoys assisting agents in growing their business.