Extend Health, Inc. - Benefits Adviser Resume Example

Highly-skilled customer-focused representative with a proven capacity to learn complex regulations and systems, trouble-shoot issues and ensure customer satisfaction.  

• I currently hold a Texas Life and Health Insurance License and am licensed to sell in eight different states. As a Benefits Adviser, I have two years experience working in a high volume call center advising seniors on all types of Medicare products, selling 275 medical plans this season alone. My duties required me to be certified and approved by over 15 insurance companies on over 50 products.

• While employed by Janus Funds I held Series 6 and Series 63 NASD security licenses. As an Investor Services Representative I performed financial transactions for investors including purchases, exchanges and redemptions, provided fund and performance information, and assisted investors and potential investors with customer service issues such as web site problems and account maintenance. We were rated "Best-inClass" for 5 consecutive quarters by National Quality Rating (NQR) for our exceptional customer service and product knowledge.