(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
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
  • 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
Indiana Purdue University Fort Wayne, IN Expected in 1999 Associate of Science : Organizational Leadership Supervision - GPA :
Work History
Redfin - Agent
Oahu, HI, 04/2012 - 07/2013
  • 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 Underwriter
Wayne, NJ, 08/2010 - 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 Protective
City, STATE, 04/2007 - 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.
Assurant - Client Service Analyst/Senior Payment Processor
, , 07/2001 - 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.
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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School Attended

  • Indiana Purdue University

Job Titles Held:

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


  • Associate of Science

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