Brotman Financial Group, Inc. announced today that Kelsey Bennett has been promoted to director of insurance operations.
In this new role, Bennett will be responsible for managing the firm’s insurance department. She will perform client service functions related to the risk management portion of the firm’s financial planning process, including the coordination of underwriting for clients’ life, disability, and long-term care insurance policies. She joined the Brotman Financial Group team in 2013, and most recently served as a member of the client relations team.
“In her time with our firm, Kelsey has proven that she is eager to learn and willing to wear multiple hats,” said Eric Brotman, President and Managing Principal, Brotman Financial Group. “She has been a huge asset to our team and our clients, and the time is right for her to advance to the next step in her career as our director of insurance operations.”