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Agent Resume Example

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AGENT
Professional Summary
Licensed Insurance Professional with experience in sales, investments, and underwriting. Seeks a position offering new challenges and opportunities for career growth and advancement. SKILLS Investment products Accurate and Detailed Underwriting knowledge Exceptional organization Property insurance Account reconciliation Customer service-oriented Expertise in invoice and payment transactions Life and health insurance products Works well under pressure Warm and cold leads development Self Motivated
Skills
  • Property insurance
  • Underwriting knowledge
  • Life and health insurance products
  • Prospecting
  • Customer service-oriented
  • Account reconciliation
  • Exceptional organization
  • Works well under pressure
  • Self Motivated
  • Expertise in invoice and payment transactions
Work History
AgentNew York Life Insurance Company - Fort Wayne, IN05/2012 - 08/2013
  • Help individuals meet their current and future financial goals Identify needs of customer and market appropriate products and services Write and service new life insurance policies and annuities Help individuals tax diversify their retirement planning.
Associate UnderwriterFort Wayne, IN08/2010 - 05/2012
  • Process high volume time sensitive transactions Review and interpretation of midterm applications Complete triage on New Business and Renewals for Senior Underwriter to review.
  • Large Account and Hospital Cash Application and Collections.
Medical ProtectiveFort Wayne, IN04/2007 - 08/2010
  • Applied cash and processed write offs/refunds within 24-48 hours.
  • Built solid relationship with customers and team members.
  • Maintained accounts in multiple systems.
Client Service Analyst/Senior Payment ProcessorAon Service Center07/2001 - 04/2007
  • Was involved with implementing a new software system Processed cash, refunds, write offs, and adjustments for multiple MGU's Processed and maintained morning reports for multiple MGU's Provided excellent customer service.
Education
Associate of Science: Organizational Leadership SupervisionIndiana Purdue University - Fort Wayne, IN1999
Additional Information
  • CERTIFICATIONS * Life and Health License IN, MI, OH * Property and Casualty License, IN * RPLU * Series 6 and 63 * Associate of General Insurance
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Resume Overview

Companies Worked For:

  • New York Life Insurance Company
  • Aon Service Center

School Attended

  • Indiana Purdue University

Job Titles Held:

  • Agent
  • Associate Underwriter
  • Medical Protective
  • Client Service Analyst/Senior Payment Processor

Degrees

  • Associate of Science : Organizational Leadership Supervision

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