Kelly Nicol started with Schechter 2003 on a temporary basis to defray the workload in the Individual Life Department. A few weeks later she was hired full time as an Administrative Assistant and later became a Client Service Advisor to handle high-end clients insurance service needs. Ms. Nicol oversaw the reorganization of the file system and change over to a new data base CRM, which helps maintain the growing customer base and life insurance policies.
In her current role as a Rate Analyst Ms. Nicol obtains quotes, based on the client organization participation and needs and prepares client presentations which illustrate options in Medical, Dental, Vision, Life and Disability coverage.
The team at Schechter Benefits Advisors has a real grasp on any issues affecting our business. They know the insurance industry inside and out. They have been a wonderful partner, personally and professionally, throughout the growth of our organization.