JaNya Clanagan
@janyaclanagan
I support financial and insurance clients through accurate account service, enrollment, and confidential documentation.
ZimbabweWhat I'm looking for
At LPL Financial, I assisted clients with account updates, distributions, transfers, paperwork, account setup, and general account needs. I resolved account concerns, guided clients through forms and online features, and handled sensitive financial information accurately and confidentially.
Previously, at TZ Insurance Solutions, I assessed healthcare needs, explained Medicare coverage, completed enrollments, and maintained compliant documentation. I also supported patients and families at Culpeper Health & Rehab Center, bringing patient, organized service to sensitive situations.
Experience
Work history, roles, and key accomplishments
Financial Service Professional
LPL Financial
Mar 2024 - Jun 2026 (2 years 3 months)
Assisted clients with account updates, distributions, transfers, paperwork, and account setup. Resolved account issues and guided clients through forms and online features while maintaining confidentiality and accuracy.
Education
Degrees, certifications, and relevant coursework
JaNya hasn't added their education
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Location
ZimbabweAuthorized to work in
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