ceo financial consultant insurance producer resume example with 7+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Customer Service expert with over 10 years of experience seeking a management position to further cultivate my skills.

  • Financial leadership/ Consulting
  • Microsoft Office
  • Management
  • Process Improvements
  • Project management
  • Policy development and optimization
  • Budgeting
  • New market penetration
  • Account management
  • Strategic planning
  • Productivity performance
Continental Academy Coral Gables, FL, Expected in 02/2006 High School Diploma : - GPA :
Work History
Atlas World Group, Inc. - CEO/Financial Consultant & Insurance Producer
Oakville, CA, 08/2020 - Current
  • Established and developed successful insurance agency.
  • Cultivate & maintain exemplary network of business associates statewide as a result of extensive interaction and strong communication skills.
  • Create business plans & identified target customers by interacting via phone & in person, handling basic inquiries & providing quotes.
  • Achieve sales success through informational, knowledgeable sales approach while focusing on customer satisfaction & education.
  • Identify potential clients with provided leads.
  • Develop and maintain positive & professional relationships with current customers.
  • Provide service and maintenance of renewal policies.
  • Prepare complete and accurate applications with underwriting acceptability for insurance carriers.
  • Help individuals & families build and execute wealth management strategies based on unique goals and objectives.
  • Partner with local organizations to provide specialized financial planning support to diverse populations with unique needs.
Atlas World Group, Inc. - Customer Service Manager
Canonsburg, PA, 03/2019 - 03/2021
  • Supervised & managed staff.
  • Maintained customer satisfaction by providing problem-solving resources.
  • Exceeded customer service expectations with competency dedicated to customer/client focus, problem solving analysis, time management, and technical capacity.
  • Identified, attracted and hired the right insurance talent for the agency.
  • Assessed performances to determine training needs to employees.
  • Determined customer service requirements by maintaining contact with customers and visiting operational environments.
  • Exceeded team goals and collaborated with staff members to implement customer service initiatives.
  • Resolved issues & customer complaints while prioritizing customer satisfaction and loyalty.

Quality Placement Authority - Human Services Assistant/Behavioral Health Aide
City, STATE, 11/2017 - 03/2019
  • Assisted in care of mentally ill patients who were housed in specialized care facilities.
  • Worked under supervision of mental health professionals to perform basic duties.
  • Assisted patients with daily tasks such as eating, bathing and getting dressed.
  • Ensured patients followed treatment plans.
  • Accompanied patients to appointments.
Parkseed - Customer Service Manager
City, STATE, 06/2014 - 10/2017
  • Hired, trained, coached, and led call center representatives.
  • Assisted other team members in identifying trends & establishing call center goals.
  • Prepared reports and analyzed call center data to improve processes, & to maximize efficiency and customer satisfaction.
  • Authorized replacements or refunds.

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Resume Overview

School Attended

  • Continental Academy

Job Titles Held:

  • CEO/Financial Consultant & Insurance Producer
  • Customer Service Manager
  • Human Services Assistant/Behavioral Health Aide
  • Customer Service Manager


  • High School Diploma

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