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
Education
Indiana Purdue UniversityFort Wayne, INExpected in 1999 ā āAssociate 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.
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.
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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