Jody Kothari
Life Insurance Case Manager
Jody is our most recent addition at Katchen Financial Group. She has proven to be a strong asset to our professional, hardworking team. She excells in multi-tasking, which is a strong requirement as Case Manager. In this role, Jody is responsible for interfacing between the agents and insurance companies. Her attention to detail and strong customer service skills are essential in preparing and facilitating applications. Jody provides high quality, continuous support to our agents, runs quotes, prepares illustrations, and dilligently follows up with clients' medical exams.
Jody's professionalism, strong interpersonal skills, and ability to multi-task are essential qualifications that contribute to making Katchen Financial Group the best financial services firm in the area.
In her free time she enjoys baking, spending time with her family and travelling.
​​​​​​​Jody Kothari is not registered with Oasic Wealth, Inc.