Insurance Agent Resume Example

• Managed and increased revenue in portfolio through prospecting and consistent treasury reviews with commercial clients.
• Consistently met monthly sales goals by identifying potential solutions and presenting recommendations in person to clients (i.e. CFO, Controller, Treasurer, etc.) as a result of needs analysis.
• Supported and coordinated schedules for Treasury Sales Officer and Relationship Manager reviews.
• Utilized technical knowledge to run pricing / cost benefit models and confers with Treasury Sales Officer and Client Team on a regular basis to support business goals.
• Consistently update sales pipeline with pending, existing and closed deals.
• Served as liaison with the Client Service Center and Implementation Team while building strong relationships that ensure effective communication and trust. 
• Prepared account schematics, proposals, pricing scenarios, and sales presentations as needed.
  

• Served as the main liaison between customers, management, implementation, technical support and sales team.
• Managed a high-volume Treasury Management portfolio within a deadline driven environment.
• Set up customer profiles, open new bank deposit and lockbox accounts, order bank supplies, process ACH and wire transfers, stop payments.
• Answered an average of 50 calls per day by addressing customer inquiries, solving problems and providing new product information.
• Earned management trust by training new advisers on job products, procedures, functions and responsibilities.
• Recipient of multiple positive reviews acknowledging dedication to excellent customer service.

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• Effectively managed a high-volume of inbound and outbound customer calls.
• Gathered and verified all required customer information for tracking purposes.
• Accurately documented, researched and resolved customer service issues.
• Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
• Met or exceeded service and quality standards every review period.
• Displayed unwavering commitment to customer service, with the ability to build relationships, resolve complex issues and win customer loyalty
  

• Reviewed and verified borrowers income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal and accuracy.
• Submitted loan applications to the underwriter for verification and recommendations.
• Provided support to loan officer and underwriter teams by ensuring the timely, judicious and accurate processing of mortgages.
• Successfully closed an average of 25 loans per month.
• Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  

• Studied strategy, tactics, leadership skills and Military Occupational Specialty (MOS) qualifications.
• Operated and maintained communications equipment worth millions.
• Planned and briefed personnel on missions.
• Established and commanded field communication operations.
• Led Tactical Air Control Party reconnaissance operations and reported enemy movements to commanding officers.
• Oversaw command's encrypted communications department budget.
• Received Combat Action Ribbon, Navy Unit Commendation, Meritorious Unit Commendation, Marine Corps Good Conduct Medal, Marine Corps Expeditionary Medal, National Defense Service Medal, Southwest Asia Service Medal, Sea Service Deployment Ribbon, Kuwait Liberation Medal (Kingdom of Saudi Arabia), Kuwait Liberation Medal (Kuwait).