Underwriting and Client Services Coordinator
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An industry veteran, Gwenn Stillman has overseen underwriting and new business processing at successful financial services firms for close to three decades. At Bienenfeld, Lasek & Starr,LLC (BLS), Gwenn handles all of the firm’s life, disability income, and long term care insurance applications. She also assists clients by handling service requests pertaining to their policies.
Gwenn’s deep knowledge of the industry is a tremendous asset to BLS. The key to her success in a field that is full of intricate detail can be summed up in one word: systems. “I have a system for everything,” says Gwenn. “I have lists I check daily, some that I consult twice or three times a week, and spreadsheets that I systematically work through on a regular basis – it’s the only way to keep up,” she emphasizes.
In order to manage the volume of virtual and actual paper that moves through her desk, Gwenn needs to be organized, have excellent communication skills, and to proactively follow up. Gwenn’s experience working in the financial industry enables her to smoothly handle the heavy workload of the underwriting and service department.
Gwenn attended the College of Staten Island, where she graduated with a degree in Accounting. She obtained her Series 7 and 63 securities licenses in 1993, and her life/health insurance license in 2004.
Away from the office, Gwenn enjoys spending time with her husband, Bruce, with whom she resides in Coconut Creek.