Page 46 - Impact Legacy Group : Onboarding Guide

IMPACT DIRECTORY
JENNIFER ANDERSON
Director of Contracting
Jennifer.Anderson@impactlegacygroup.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@impactlegacygroup.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
CHLOE O’BRYAN

Contracting Team Member
Chloe.Obryan@impactlegacygroup.com - (417) 881 -0080 ext: 111

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

Contracting Team Member
Lindsey.Haines@impactlegacygroup.com - (417) 881 -0080 ext: 204

• Distribution of Carrier Contracts
• Missing Contract Requests
• New Carrier appointment requests
• Waiting for Upline Pipeline Stage Management (this task is shared with Chloe)

HALEY WICKS
Contracting Team Member
Haley.Wicks@impactlegacygroup.com - (417) 881 -0080 ext:
• Carrier Contract Processing
• Carrier Contracting Issues adjustments

AMBER ZELEWICZ

Retirement Service Specialist Manager
amber.zelewicz@impactlegacygroup.com - (417) 881 -0080 ext: 2120

• Case Design & Suitability
• New Business & Application Support

46 ONBOARDING GUIDE IMPACT LEGACY GROUP