jay humphries

Recommended life and insurance solutions to prospects referred by marketing partners and via online requests

Provide industry leading client service experience through assisting and supporting aspects of the development and expansion of new and existing client relationships by: Utilizing resources to conduct effective consultative client conversations. Providing financial solutions that meet client needs such as deposit and credit and including all product and service lines. Advise on consumer lending options and take loan applications. Identify and maximize cross-sale opportunities through client consultative conversations.

* Partnered with external wholesalers to drive sales of long term care solutions to advisors associated with various financial institutions. * Responsible for efficiently handling requests from 70 wholesalers across the United States. * Managed annual placed production of $1M covering multiple product lines. * Intervened in escalated issues and collaborated with company representatives to solve issues. * Conducted training calls and followed up on seminars and meetings. * Trained new wholesalers to efficiently and cost effectively manage their territories; this included densely populated areas and territories that were geographically separated, requiring diverse solutions. * Advocated for changes in the interface and output the advisors use to quote and submit long term care illustrations, and then consulted with the designers over several months to improve experience for customers.

REI is a national outdoor retail co-op dedicated to inspiring, educating and outfitting its members and the community for a lifetime of outdoor adventure and stewardship. Founded in 1938 by a group of Pacific Northwest mountaineers seeking quality equipment, REI operates retail stores nationwide, two online stores – https://www.rei.com and https://www.rei.com/rei-garage – and an adventure travel company, REI Adventures. REI offers products from all of the top brands for camping, climbing, cycling, fitness, hiking, paddling, snow sports and travel, including its own line of award-winning outdoor gear and apparel. While anyone may join or shop at REI, members pay a one-time $20 fee and receive a share in the company's profits through an annual member refund based on their purchases. As an active supporter of the communities in which it does business, REI is committed to promoting environmental stewardship and increasing access to outdoor recreation through education, volunteerism, gear donations and financial contributions.

EXL (NASDAQ: EXLS) is a leading operations management and analytics company that helps businesses enhance growth and profitability in the face of relentless competition and continuous disruption. Using our proprietary award-winning Business EXLerator Framework™, which integrates analytics, automation, benchmarking, BPO, consulting, industry best practices and technology platforms, EXL looks deeper to help companies improve global operations, enhance data-driven insights, increase customer satisfaction, and manage risk and compliance. EXL serves the insurance, healthcare, banking and financial services, utilities, travel, transportation and logistics industries. Headquartered in New York, New York, EXL has approximately 25,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa. Find additional information about EXL at www.exlservice.com.