executive officer resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • :
Professional Summary
Dedicated to continued process improvements in the face of a rapidly evolving and changing market. Results-oriented and proactive in addressing and resolving problems.  A Dependable Manager, bringing underwriting and managment experience, along with a willingness to take on added responsibility to meet service goals. Enthusiastic team player with a strong work ethic and problem solving skills.
  • Budget development
  • Exceptional interpersonal communication
  • Staff training/development
  • Effective leader
  • Efficient multi-tasker
  • Project management
  • Conflict resolution
  • Customer service-oriented
  • Organized
  • Underwriting knowledge
Work History
Executive Officer, 03/2007 to 08/2011
Department Of DefenseIndian Head, MD,
  • Managing a non-profit organization with approximately 200 members.
  • Creating and maintaining budgets, using cost analysis to prioritize.
  • Creating newsletters, biling, maintaining websites, traveling, organizing board, broker and membership meetings.
  • Keeping current on changing laws and adhering to State and National guidelines.
  • Handling disputes, negotiating contracts, presentations, and training classes.
  • Managing committees and tracking results while maintaining budget restraints.
  • Working with the board of directors to accomplish a strategic plan and work at accomplishing and reassessing our goals.
  • Prepared financial pages for presentation to the Board of Directors.
Associate Broker, 2001 to 03/2007
National Financial Partners Corp.Middletown, CT,
  • Managing a team of Realtors (150) in regards to commercial, residential, and vacant land rules, regulations, and contract law.
  • Listing, purchasing, marketing and leasing properties for our clients.
  • Negotiating price, terms and conditions of a sale contract.
  • Coordinating closings with title companies, lenders, mortgagors, other agents, buyers and sellers.
  • Keeping everything running smooth, with follow-up, communications, and documentation.
  • Providing training classes for other agents and mentoring agents one on one.
  • Worked with the Broker to develop an Annual Budget.
  • Top rated sales performer.
Portfolio Underwriter - Field Representative, 09/1984 to 06/2000
Five GuysGreen, OH,
  • Data Entry - Quoting, rating, and coding of insurance policies, data entry, answering phones, reviewing claim entry disputes.
  • Assistant supervisor for Data Entry - handling time sheets, time off, disciplinary actions, and training.
  • Coordinated desired results between Underwriting and Processing to achieve company service goals.
  • Underwriting -Ordering various reports to determine eligibility, acting as a liaison between the Company and the Agencies, decisions regarding exceptions made by the company for coverage, coordinated desired results for the company and maintained agency relationships.
  • Field Representative -Auditing, developing Business Plans for the Agents and tracking progress, achieving identified portfolio results, and encouraging Agents to place business with the company while maintaining loss ratios, also very instrumental in Book rolls.
  • Provided training either by one on one or in a classroom style to Agents.
Assistant Manager, 02/1980 to 09/1984
Concord Group InsuranceConcord, NH,
  • Hiring, Reviewing employees for advancement, Training, Ordering product, Repairing Equipment, Scheduling Employees, Managing the "floor" - Supervising, Banking Deposits, Running and Tracking reports in order to manage budgets and people according to Corporation standards.
Personal Lines Underwriter, 09/2011 to Current
Pioneer State Mutual Insurance CompanyCity, STATE,
  • Review new business and changes for accurate rating and eligibility by ordering necessary reports.
  • Working with the underwriting teams to achieve desired results in service, growth and loss ratios
  • Assist with CPM changes
  • Review and follow up on Inspections.
  • Maintaining Agency relationships by visiting offices, emailing and phone conversations.
  • Provide training and assistance to Agency staff by reviewing the Underwriting manual and policy jackets with them.   


BBA: Business Management, Expected in 2007 to Cleary Business College - Howell, MI.
Business Management
CPCU Designation: Insurance, Expected in 2013 to - ,
  • Emphasis in Commercial Underwriting.
Associates: Business, Expected in 1992 to Lansing Community College - Lansing, MI.
Salesperson and Broker License: Real Estate, Expected in 2000 and 2004 to Holloway - Lansing, MI.
  • The Institue - Supervisory Management (SM) 2013
  • Baker College - Certificate in Leadership 2007
  • The Institute - Insurance Institute (IIA) 1990
ad, Auditing, Banking, billing, Book, budgets, budget, Business Plans, contracts, cost analysis, clients, Data Entry, documentation, Hiring, insurance, Lotus, Managing, marketing, meetings, mentoring, Excel, Outlook, Power Point, Microsoft Word, Works, Negotiating, newsletters, organizing, policies, presentations, profit, coding, progress, purchasing, QuickBooks, Repairing, Scheduling, strategic, supervisor, Supervising, answering phones, websites, Word Perfect
Additional Information
  • LICENSES & CERTIFICATES IIA Certificate in Insurance, 1997 Real Estate License 1999, Brokers License 2004 Certificates for Top Sales. CPCU Courses for Insurance Industry

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Resume Overview

School Attended

  • Cleary Business College
  • Lansing Community College
  • Holloway

Job Titles Held:

  • Executive Officer
  • Associate Broker
  • Portfolio Underwriter - Field Representative
  • Assistant Manager
  • Personal Lines Underwriter


  • BBA
  • CPCU Designation
  • Associates
  • Salesperson and Broker License

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