Case Manager & Underwriting Supervisor
Meet Annette Jacks, our Case Manager & Underwriting Supervisor! Annette has been a part of the Financial Brokerage team for 13 years, keeping agents up to date on the status of pending cases, ordering labs or APS records when needed. When clients are approved other than expected, she assists in finding another carrier or in helping the agent and client understand why, if, and when they may be able to apply again. Annette values that by being a part of Financial Brokerage, she has the freedom to work independently while still being comfortable to reach out when additional help is needed. She appreciates the uniquely positive environment in the office as well as the relationships formed with agents. Outside of work, Annette enjoys watching movies, listening to music, and staying on top of yardwork!