Brandy Crano
Mailroom Coordinator/ Document Specialist at ValMark Financial Group | Akron, Ohio, United States
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Brandy Crano serves as the Mailroom Coordinator and Document Specialist at ValMark Financial Group, where she plays a pivotal role in ensuring the seamless flow of communication and documentation within the organization. With a strong foundation in customer service and administrative support, Brandy is responsible for the efficient sorting, distribution, and logging of incoming and outgoing mail, which is crucial for maintaining the operational integrity of this independent broker-dealer. Her expertise extends to managing kitchen and office supply orders, ensuring that her colleagues have the resources they need to perform their duties effectively.
In addition to her mailroom responsibilities, Brandy is deeply involved in the Life Insurance New Business (NB) department. Here, she processes life insurance policies and premium checks, ensuring timely mailing and follow-up with insurance carriers to maintain policy inforce status. Her meticulous attention to detail and organizational skills allow her to maintain and organize selling agreements, which are essential for compliance and operational efficiency.
Brandy's proficiency in Microsoft Office Suite, particularly Excel and Outlook, enhances her ability to manage data entry tasks and streamline communication processes. Her familiarity with Customer Relationship Management (CRM) systems and OnBase further supports her role in maintaining accurate records and facilitating effective customer interactions. With her commitment to excellence and a proactive approach to problem-solving, Brandy Crano is an invaluable asset to ValMark Financial Group, contributing to the company's mission of delivering exceptional financial services across the nation.
Mailroom Coordinator/ Document Specialist at ValMark Financial Group in June 2018 to Present
Operations Administrator/Transition Specialist at ValMark Financial Group in January 2013 to June 2018
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American InterContinental University, Associate's degree, October 2026
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Customer Service
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Customer Relationship Management (CRM)
OnBase
Data Entry
Professional Phone Skills
Client Services
Microsoft Outlook
Excel
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Discover more about ValMark Financial GroupWhat is Brandy Crano email address?
Email Brandy Crano at [email protected]. This email is the most updated Brandy Crano's email found in 2026.
How to contact Brandy Crano?
To contact Brandy Crano send an email to [email protected]. (updated on September 03, 2024)
What company does Brandy Crano work for?
Brandy Crano works for ValMark Financial Group
What is Brandy Crano's role at ValMark Financial Group?
Brandy Crano is Mailroom Coordinator/ Document Specialist
What is Brandy Crano's Phone Number?
Brandy Crano's phone (216) ***-*150
What industry does Brandy Crano work in?
Brandy Crano works in the Financial Services industry.
Brandy Crano Email Addresses
Brandy Crano Phone Numbers
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