Marcie Zade

Current

• Senior Underwriting Consultant at Principal Financial Group

Past

• Technical Director at Phoenix Life
• Underwriting Consultant at The Potomac Group (formerly BISYS Potomac)
• Underwriting Consultant at Hartford Life

• Senior Underwriter at ING

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Education

• University of Nebraska, Lincoln

Recommended

2 people have recommended Marcie

Connections

82 connections

Industry

Insurance

Marcie Zade’s Experience

• Senior Underwriting Consultant

  Principal Financial Group

  (Public Company; PFG; Financial Services industry)

  September 2009 — Present (4 months)

• Technical Director

  Phoenix Life

  (Insurance industry)

  March 2007 — June 2009 (2 years 4 months)

  Risk classification of formal and preliminary applications in the brokerage and State Farm segments of Phoenix with a primary focus on the affluent market place.
  Coaching, training and mentoring team members, processing referrals and providing feedback.
  Providing support to management by preparing procedural documentation and handling complex cases.
  Approval Limit of $10,000,000.

• Underwriting Consultant

  The Potomac Group (formerly BISYS Potomac)

  (Insurance industry)

  2005 — 2007 (2 years )

  Responsible for the evaluation of life insurance risks for the purpose of determining the best product and premium solution through review of insurance files, medical records and financial information.
  Negotiated to secure the most competitive offer with the appropriate carrier.
  Developed and managed relationships with producers, carrier underwriters and team members.
  Acted as a resource for underwriting questions and issues.
  Managed case managers within my team.

• Underwriting Consultant

  Hartford Life

  (Insurance industry)

  2002 — 2007 (5 years )

  Classified mortality for life and disability coverage in a sound, objective manner while considering the best interests of the applicant, agent and the company.
  Created a training manual and trained new employees.
  Responsible for managing team workflow and reporting of progress to management.
  Spearheaded a project for updating performance appraisal measurements.

• Senior Underwriter

  ING

  (Public Company; 10,001 or more employees; ING; Financial Services industry)

  January 1996 — January 2002 (6 years 1 month)

  Underwrote applications for individual and group coverage.
  Registered Principal responsible for approving applications for suitability.
  Trained and developed underwriters.
  Wrote monthly articles for an ING publication.
  Worked with the Medical Director to update the underwriting manual.
  Business analyst and project member for the development and implementation of a workflow underwriting system and insurance processing software.

Marcie Zade’s Education

• University of Nebraska, Lincoln

  Bachelor of Science , Marketing , 1991 — 1994

Additional Information

Marcie Zade’s Groups:

Association of Home Office Underwriters (AHOU) Executive Committee, Twin Cities Association of Home Office Underwriters (TCAHOU)

•    LOMA USA
•    The Academy of Life Underwriting (ALU)

Marcie Zade’s Honors:

FALU, FLMI, ACS
Leadership Award - Hartford Life
Bravo Award - ING
Extra Mile Award - Phoenix Life

Marcie Zade’s Contact Settings

Interested In:

• job inquiries
• reference requests
• getting back in touch