Daniela Dugas
New Business Analyst at Barnum Financial Group
Based in Monroe, United States
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Seniority
Staff
Department
General Business & Management
Location
Monroe
Industry
Financial Services
Company size
721
Contact information
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d•••••••@barnumfinancialgroup.com
Phone
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Background
About Daniela Dugas
Championing client success at Barnum Financial Group, my expertise lies in analyzing life insurance policies and effective policy implementation. As a New Business Analyst, my role encompasses being a pivotal liaison, ensuring stellar communication between advisors and underwriters, and managing a dynamic team to achieve the highest client ratings. With a strong foundation in customer service and a proficiency in tools like Salesforce and Microsoft Office, my approach is rooted in efficiency and teamwork. I manage over 300 applications, supporting more than 50 advisors, which is a testament to our commitment to completing advisors' business with precision and speed.
Decision-makers
Other people at Barnum Financial Group
- JFStaff
Joseph Fountain
Financial Advisor Investment Advisor Representative · Finance & Accounting
- MTDirector
Matthew Teel
Brokerage Director · General Business & Management
- KAStaff
Karla Amaya
Business Operations Coordinator · Operations
- JKStaff
Jason Kormes
Financial Services Representative · Customer/Client Service
- SRStaff
Scott Rieke
Financial Services Representative · Customer/Client Service
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