George Fox
Senior Field Underwriter
- Location
- Greater New York City Area
- Industry
- Insurance
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George Fox's Overview
- Current
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- Inside Sales Manager at Liberty Health Advantage
- CEO at Cobra Help Center
- Past
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- Vice-President at Planning Financial Futures, Inc.
- Sales at Homesite Insurance
- Producer at Homesite Insurance
- Sales Manager at Planning Financial Futures, Inc
- Sales at Berthalon Roland
- Field Sales at CUNA Mutual Group
- Field Agent at Mutual of Omaha
- Field Underwriter at Mutual of Omaha
- Education
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- College for Financial Planning
- New York State Public Adjuster
- SUNY Farmingdale
-
Walt Whitman High School
- Connections
-
67 connections
George Fox's Summary
Licensed Insurance Underwriter and Broker in all 50 states. Reside in New York and specialize in Health Insurance and COBRA continuation Insurance. Graduated from the College of Financial Planning and NYIT. Twenty year insurance veteran that has the know how and experience to get client that right kind of insurance at the right price.
Specialties
Health Insurance, Car Insurance, Financial Planning, Asset Management, COBRA, Cobra Continuation, Cobra Health Insurance
George Fox's Experience
Inside Sales Manager
Liberty Health Advantage
August 2011 – Present (10 months)
I have extensive knowledge in the following areas:
High volume call center sales for Progressive
Health Insurance to include Large Group Fully Insured, ASO
knowledge of Sovereign immunity, Indian Health Services
Health Insurance Fully Insured Individual, Guaranteed Issue Plans and Basic Limited & Basic Medical Plans all 50 States
HIPAA, COBRA, FMLA and the related application for compliance
Senior market products , Medicare Advantage/ Part C, Medicare Supplements, Medicare Select, Final Expense, Part D
Life Insurance on a group and individual basis to include fully underwritten and simplified issue,
Disability, Long Term Care, Accident, Supplemental, Voluntary and all forms of worksite benefits.
Annuities to include, fixed, indexed, variable
knowledge of tax deferral, exchange, tax credit and tax leverage techniques, most forms of cafeteria plans Investment programs to include Wraps Accounts, Mutual Funds and Self Directed Stock Portfolios, Defined Contribution and Benefit pension plans
I have extensive knowledge in the areas of Professional Liability, including E & O, D & O, LPL
All forms of Property and Causality Managed 25 sales associates in call center and field sales
Technical Skills
All Microsoft office software, Voip, CRM software, Networks, Rate manuals
Enroller for ADP Workplace Benefits, Management of field sales force
Accomplishments
Developed and launched into the Market Cobra Help Center ( www.cobrahelpcenter.com )
This site was developed to service individuals with health conditions that cannot obtain Major Medical plan through traditional distribution channels.
Developed and launched into the Market Sovereign Care ( www.sovereigncare.org )
This site was developed to serve the tribal enterprise market. The program was developed in conjunction with CIGNA healthcare on an exclusive basis.
Vice-President
Planning Financial Futures, Inc.
Privately Held; 1-10 employees; Financial Services industry
March 1990 – March 2012 (22 years 1 month)
Sales and administration
Sales
Homesite Insurance
Privately Held; 501-1000 employees; Insurance industry
2010 – 2011 (1 year)
Sales of Homeowners insurance
Producer
Homesite Insurance
Privately Held; 501-1000 employees; Insurance industry
July 2010 – December 2011 (1 year 6 months)
Sales Manager
Planning Financial Futures, Inc
Privately Held; 1-10 employees; Financial Services industry
January 1992 – July 2010 (18 years 7 months)
Field Sales
CUNA Mutual Group
Privately Held; 1001-5000 employees; Insurance industry
2004 – 2005 (1 year)
Long Term Care Insurance Sales
Field Agent
Mutual of Omaha
Privately Held; 1001-5000 employees; Insurance industry
January 1989 – January 1993 (4 years 1 month)
Sales
Field Underwriter
Mutual of Omaha
Privately Held; 1001-5000 employees; Insurance industry
August 1989 – December 1992 (3 years 5 months)
George Fox's Skills & Expertise
George Fox's Education
College for Financial Planning
CFP
1994 – 1996
New York State Public Adjuster
AAS, Business
1991
I hold an insurance license in all 50 states in the areas of Life, Health, Disability, and Accident.
I hold a Property and Causality License in the State of New York, and 38 other states which include California; I hold a series 6, 63 and 7 securities license in New York State
Certified Flood Insurance Underwriter for FEMA
I presently maintain a designation of LUTCF
SUNY Farmingdale
Assoc, Business
1980 – 1988
Walt Whitman High School
a Regent
1978
George Fox's Additional Information
- Groups and Associations:
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- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
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