Shari draws on her broad experience in the insurance industry to provide high-touch service for Investors Preferred’s private placement life insurance policies.
She has more than 27 years of customer service experience within companies ranging from family-owned to Fortune 500. Her specialty is in insurance and underwriting, having held positions at companies like MassMutual, Optima Financial and Insurance Services, and Sagicor Life Insurance Company.
Shari joined Investors Preferred in 2019 and has earned several certifications from LOMA, an international trade association for the insurance and financial services industry.
Customer Service Experience:
- Investors Preferred, 2019-present
- Sagicor Life Insurance Company, 2017-2019
- Partners Advantage/Optima Financial and Insurance Services, 2015-2017
- MassMutual, 2012-2015
- Stavros, 2007-2014
- TCA Consulting Group, 2008-2009
- Merrill Lynch, 2006-2007
- Premier Brokerage Services, 2005-2006
- The Hartford, 2004-2005
- Bay Financial Service, 2003-2004
- BISYS Insurance Services, 2002-2003
- Phoenix Life Insurance Company, 1996-2002
Education:
- LOMA, Life Insurance Products, 2021
- LOMA, Life Insurance Basics, 2021
- LOMA, Reinsurance Basics, 2021
- LOMA CX 50, Impact Cx: The Quest, 2020
- LOMA ACS 101, Customer Service for Insurance Professionals, 2019
- LOMA 280, Principles of Insurance, 2018
- LOMA 281, Meeting Customer Needs with Insurance and Annuities, 2018
- LOMA 291, Improving the Bottom Line: Insurance Company Operations, 2018
- FINRA Series 6 license, 2013
- Pennsylvania Producer Life, Accident & Health, 2007
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