As a New Business Specialist at Valmark on the Underwriting/New Business team, Emma works and collaborates with Member Offices to ensure the best possible service for their clients. Emma also helps prepare the necessary paperwork for the advisor and acts as the direct point of contact for the client/agent to handle the logistical details of the application process. As part of the new life insurance business department, Emma coordinates the application process with our insurance carriers and advocates on behalf of our Member Offices to achieve timely processing of life insurance cases and favorable underwriting and new business outcomes.
