To secure a position in the life and health industry. I would like utilize my current skills and experience to
open opportunities for growth.
High level multi tasking
Strong understanding of medical terminology
March 2017-January 2018Account Executive | AIG Direct | San Diego, CA
Provided excellent customer service to clients.
Assisted potential clients with their life insurance needs.
Interviewed clients to obtain information regarding medical, financial and lifestyle history in order to provide them with accurate quotes, based on my underwriting knowledge and multiple carrier guidelines.
January 2006-February 2017Life Agent | Transamerica | Folsom, California
Assisting clients in determining life insurance needs Selling high volume of insurance policies Managing applications through the process from sale to policy issue.
Case management Application tracking.
Annual coverage reviews Providing customer service to keep retention high.
Associate of Arts: Fashion MerchandisingFIDM, Los Angeles, CA
Associate of Arts: Fine ArtsMercer County Community College, Trenton, NJFine Arts
Licensed in Accident, Health and Life. FL License # P157246