Roles and Responsibilities

Taylor is responsible for overseeing the company’s operational activities and leads affiliated agencies and agents. She provides them with necessary training and support to ensure smooth and active business operations. In particular, she specializes in offshore insurance and assists Korean agents based in Korea with client onboarding and policy processing to ensure smooth operations.

Career Focus

Taylor has pursued a dynamic career in the finance and insurance industry since 2005. She began her career as an independent financial professional, focusing on personal client services with a strong emphasis on professionalism. As a result, she was promoted to manager in the same year, establishing herself as a trusted expert in the industry.

For the next four years, she served as a branch manager in San Jose, where she led efforts in agent training, management, and driving production. In 2015, she joined Allmerits with the goal of expanding business opportunities in a broader market.

Professional designations

Taylor holds the Financial Service Certified Professional, FSCP® and Certification in Long Term Care, CLTC® Designations.