Team Member Responsibilities

Paulette Anders

Reception & Policy Owner Services

  • Front Desk Greeter

  • UPS/USPS/AFG Mailbox

  • Policy Owner Services

  • Uploading agency documents

  • Guardian publications for office

  • Office supplies

  • Conference Room: scheduling/maintaining good order

Ramona Puch

Recruiting Director

  • Sourcing & Qualifying Candidates

  • Scheduling Interviews

  • Manage Candidates Through Hiring Process

  • Attend & Follow up on Career Fairs

  • Onboarding & Career Launch Development

  • College Ambassador Development & Mentoring

  • Assist Candidates with Licensing

  • Manage and Create Ads on Recruiting Platforms

Whitney Masterson

Executive Assistant to General Agents/FL0 Account Manager

  • Administrative Assistant Work for Michael Kochis & Jerry Hemmer

  • LBS Subscription and Training, Foundations Coordinator, SmartOffice

  • Vision, 10/10/20, Associate of The Month, Kick-off Presentation

Petal Hassad

Director of Technology / Information Security Officer

  • Network Computer Support for Administrative Team only (Agents must call Tech Support @ 1-800-499-8820)

  • All AFG RELATED technology support – computers, phones, copiers, scanners, fax machines

  • Managing and updating AFG Server and One Drive

  • Monitoring all AFG RELATED agents’ virus protection, encryption software and audits

  • Managing Filebound and F Drive scanning

  • Computer/Copies/Fax agency inventory

  • Audio/Visual Technology for on-site and off-site meetings

  • Cyber Security - policy and execution

  • Managing all Tele-Communications (phone extensions, phones on night messages, setting up new employees…)

Robin Jacobs

Financial & Systems Administrator

  • Accounting and Commissions – All EAPs and Broker’s Commissions

  • AFG Team Paychex Flex System and Connected Benefits

  • Building Manager and Vendor contracts

  • Insurance – Building and Worker’s Compensation

  • Office furniture/equipment ordering

  • Agent Accounts Manager

  • FR Payroll

Nadean Amer

Marketing Director

  • Digital Marketing (All online platforms with company name)

  • Development, Creating, & Implementing Suite of Agent Marketing Products/Services: Starter Package, Growth Package, and Impress Package.

  • Overall Agency Communication & Growth

  • Enterprise Graphic Design, Photography, Videography, Advertisements

  • Public Relations, Charitable, & Sponsorships Opportunities

  • Event Planning

Jazmin Gonzalez

AFG Content Creator/Marketing Assistant

  • Video & Graphic Content

  • Social Media Profiles Manager

  • New Agent Starter Package

  • Weekly Update on Portal & Source

John Nastasi

Agency Compliance Officer & Investments

  • Field Audits

  • Information Security Officer

  • Account Executive (Agent) Liaison

  • Equity commission’s contact

  • Review and approval of new business

  • Equity licensing

  • Equity New Business processing

  • Account Reassignments

  • GEAR

  • Oversee prospectus and applications for equity wall

  • Oversee ordering equity publications and forms

Nicole Vazquez

Investments New Business

  • Pershing: Monitor all FR workbaskets, respond to IFA's, scanning and uploading applications

  • Reports in Excel i.e. transaction log

  • Existing Client Files – any add’l deposits/withdrawals/service work, check activity in acct.

  • Re-coding – complete change/RR for Reps

  • Statements – distributing, scanning and storing

  • Ordering stationery and business cards. Create stationery, G-Mail & fax templates on computers

  • Indexing all scanning: Assistant to ACO

  • FR Licensing - LIFE, DI and LTC

  • GEAR

  • Applications and Publications - stock and maintain current material on workroom wall

  • US Mail - daily retrieving and distribute incoming mail

Denise Rachalski

Office Manager/New Business Life & DI Underwriting

  • Correspond regularly with General Agents about matters pertaining to administration/operations

  • Performs Guardian online system security administration

  • Implement Business Continuity Plan

  • General oversight of activities of all the Team Members

  • Maintains confidential team employment files and attendance records

  • Paychex Flex payroll System and Connected Benefits processing

  • Manage the New Business department as primary contact for LIFE and DI through month-end paid close

  • Building Operations

Jessica Rios

New Business Life & DI, Agency medical records

  • New Business questions on troubleshooting submitting applications, medical records, tracking medical exams, generates electronic/paper policies

  • LIFE and DI Electronic delivery - eDelivery / questions / Policy Placement

  • Delivery Requirements, Redates and Reissues

  • New Business management meeting reports

  • Monitoring DI TeleMed reports, order LIFE AU Telemed and eMed

  • Back-up Denise

Kathy Bongiorno

Brokerage Manager

  • Developing and Marketing Brokerage Relationships

Nicky Bender

Leader Agent Assistant

  • Administrative Assistant Work For College Ambassador Program Mentors

  • Organize Company Breakfasts/Lunches