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Insurance Agent Assistant Resume Example

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INSURANCE AGENT ASSISTANT
Professional Summary
Skills
Ø Be able to calculate insurance premiums using the equivalence principle Ø Be able to calculate policy values(reserve, prospective reserve, prospective policy values) Ø Knows how to calculate the profit and loss of group policiesØ Has knowledge of multiple state models, such ad multiple decremented model, the joint life and last survivor model.Ø Operating defined benefit and defined contribution pension plans, career average earnings plans, funding plans.Ø Using the Black-Scholes-Merton option pricing formula to demonstrate how it may be used both for pricing and risk management. Proficiency in understanding difference loss models.
  • Budget analysis expert
  • Project management
  • Strong organization
  • Excellent attention to detail
  • Expert in customer relations
  • Excellent managerial techniques
  • SPSS/STATA/SAS software
Work History
Insurance Agent Assistant, 01/2013 to 12/2013
Farmers Insurance – Reston, VA
  • Research Prospective clients to obtain data about their financial resources and needs Analyze customer leads, inspect property, examining its general conditions Organize client database and calculating insurance premiums by using software Communicate with co-workers and customers about insurance policies Assist with marketing programs; drafting and editing insurance products news letters Translate documents between English and Chinese.
  • Developed forecasting tools and dashboards to analyze revenue variance, business pipeline and industry trends.
  • Assisted clients with personal and corporate tax issues.
  • Budgeted active and proposed projects by accurately determining pricing, margins and risk factors.
  • Conducted financial and legal research and analysis for high net-worth individuals.
  • Calculated commissions for negotiators in excess of $[number] per quarter.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Created and maintained precise and accurate models, charts and reports.
  • Developed, produced and analyzed financial statements by region.
  • Collected, maintained and updated financial loan databases of more than [Number] mortgage loans.
  • Reviewed and analyzed project spending throughout project life cycle.
  • Identified risks associated with projects, contract approvals and other client accounting issues.
  • Monitored organization's performance against competitors.
  • Developed spreadsheet models for diverse projects and analysis.
  • Evaluated the organization's loan market and recommended improvements.
Office Assistant, 08/2012 to 12/2012
Patent Law Practice Newport News – VA
  • Operate photocopier printer and scanner Answer telephones, direct calls and take messages Open and sort incoming mail, answer correspondence, and prepare outgoing mail File records of office activities, business transactions, and other activities Compute, record, and proofread data and other information, such as records or reports Type, format, and edit correspondence and other documents, using computer Review files, records and other documents to obtain information to respond to requests.
Account/Office Assistant , 10/2014 to Current
Amaram Technology Corporation – Vienna, VA
  • Budgeted active and proposed projects by accurately determining pricing, margins and risk factors.
  • Modified a comprehensive financial reporting package to reflect growing organizational complexity.
  • Analyzed monthly balance sheet accounts for corporate reporting.
  • Cooperated with engineering, manufacturing and corporate accounting to verify that quality standards were met.
  • Optimized and managed research and development spending through collaboration with key business leaders.
  • Generated financial statements and facilitated account closing procedures each month.
  • Analyzed and researched reporting issues to improve accounting operations procedures.
  • Created periodic reports comparing budgeted costs to actual costs.
  • Suggested budgetary changes to increase company profits.
  • Managed the CEO's complex and frequently changing travel arrangements and coordinated the pre-planning of trips.
  • Managed external contacts for CEO and kept track of periodic communication needed for priority contacts.
  • Created expense reports, budgets and filing systems.
  • Conducted research to prepare, gather and proof briefing materials, agendas and decks for all executive-level meetings.
  • Developed and maintained an alert system for upcoming deadlines on incoming requests and events.
  • Greeted visitors entering the office, determined the nature and purpose of visit and directed them to the appropriate destination.
  • Processed travel expenses and reimbursements.
  • Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale.
  • Supported the human resources department in the annual employee review process to manage performance merit increases.
  • Researched, proposed and implemented vendor services to decrease costs to organization.
  • Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum.
  • Located and attached appropriate files to incoming correspondence requiring replies.
  • Reconciled and processed expense reports for [Number] internal and field personnel.
  • Frequently used word processing, spreadsheet, database and presentation software.

Education
Master of Science: Statistics, Current
George Mason University - Fairfax, VA
GPA: GPA: 4.0
  • Top 1% of class
  • 4.0 GPA
  • Student Alumni Association, Treasurer
Bachelor of Art: Economics, 1 2012
College of William and Mary - Williamsburg, VA
    Economics
  • Finance, Risk Management and Insurance specialization courses
  • Economics Club member
Associate of Science: Mathematics, 1 2009
Northern Virginia Community College - Annandale, VA
GPA: Summa Cum LaudeMathematics Summa Cum Laude
Bachelor of Arts: Economics, 2012
College of William and Mary - Williamsburg, VA
Passed Probability Exam of Society of Actuaries
Skills
ad, Chinese, Corporate Finance, client, clients, database, drafting, Economics, editing, edit, English, financial, insurance, JAVA, letters, Listening, marketing, Access, Excel, mail, office, PowerPoint, Microsoft Word, photocopier, policies, pricing, printer, profit and loss, Progress, Research, risk management, FM, SAS, scanner, SQL, STATA, Statistics, System Analysis, telephones, Type, VBA
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Resume Overview

Companies Worked For:

  • Farmers Insurance
  • Patent Law Practice Newport News
  • Amaram Technology Corporation

School Attended

  • George Mason University
  • College of William and Mary
  • Northern Virginia Community College

Job Titles Held:

  • Insurance Agent Assistant
  • Office Assistant
  • Account/Office Assistant

Degrees

  • Master of Science : Statistics , Current
    Bachelor of Art : Economics , 1 2012
    Associate of Science : Mathematics , 1 2009
    Bachelor of Arts : Economics , 2012

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