Coleen Zeri Earns Her NAILBA Certified Case Manager Credential!

08-11-2023

Congratulations to Coleen Zeri for earning her NAILBA Certified Case Manager credential! Coleen is relatively new to BUA, but she brought with her a wealth of experience in the insurance industry, from both sales and case management roles. 

In late 2020, the National Association of Independent Life Brokerage Agencies (NAILBA) introduced a groundbreaking new certification program for life insurance case managers.  The first of its kind, this program was built to enhance an increasingly automated and more complex business function. Client applications have begun to require more involvement from case managers in recent years, and the  pandemic environment made the case manager's role even more critical.

You can be confident that your cases are in good hands at BUA, thanks to our knowledgeable and specially trained staff.