Director, Insurance Services
As the Director of Insurance Services, Erica coordinates all aspects of the life insurance underwriting process and on-going policy servicing for Navitas Wealth Advisors. She provides a warm and friendly client experience throughout the initial information intake, gathering of medical records and coordinating exams, application submissions and organizing all policy deliverables. Once issued and in-force, Erica also works closely with clients and strategic partners to service policies on an on-going basis to help provide better family and financial outcomes for our clients.
Erica’s passion in life is providing a support system to those who she cares about and she enjoys helping to make others shine. She has built her life and career experience around the concept of serving others and often seeks out ways efficiencies in her daily work to live by the motto, “work smarter, not harder.” Erica has spent her professional career working directly with clients and supporting key decision makers in various industries to make sure sales, accounting, case management and office operations run smoothly.
From a very early age, Erica was exposed to the concept of business, strong work ethic and the entrepreneurial spirit, as her parents owned and ran a business. In addition, she was able to experience her childhood through her high school years from a different lens with hands-on opportunities, while taking in her education through homeschooling. Upon graduation, she completed coursework at Hinds Community College, which supported her pursuit in the business world. She worked full time while in college, and quickly gained experience as a receptionist for her church, while simultaneously working in retail. She decided to take her career to the next level and spent time working for Blue Cross Blue Shield before transitioning to American Title Insurance Company, where she spent four years.
After taking time off to have two beautiful girls, Erica made the decision to find a career path that would allow her more flexibility to spend time with her family. Initially, she provided administrative services for the pastor of their church for a couple of years and later moved into an office management role for a wholesale pharmaceutical company, where she oversaw all daily operations up until the company was sold. Without skipping a beat, she quickly found a staff accountant role with a local on-site fuel service firm where she would often process over $3M per day for their home office. Throughout internal changes within the company, Erica made the decision to join and learn the independent side of insurance. She spent multiple years in case management directly for an independent producer and later for a Broker General Agency, where she built solid carrier relationships and serviced over 250 agents. In May 2020, Erica joined Navitas Wealth Advisors as the Director of Insurance Services.
Outside of the office, you will find Erica spending time with her two daughters and her husband, most likely serving in their church or shuttling between soccer games, dance and gymnastic classes. The family takes active roles within their church, including serving in the children’s ministry and choir, and within their community through service projects for their local schools. Erica is an avid piano player and can fully play by ear. She has passed this talent down to her two daughters, and it is a part of their daily routine together as a family. Erica has always supported the belief system that faith, family and serious work ethic should work together in symphony.