insurance trust administrator resume example with 20+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team.

Hardworking and reliable with strong ability in member/customer service. Offering great communication, friendly, knowledgeable and highly proficient with same day answers. Highly organized, proactive and punctual with team-oriented mentality.

Member/Customer-focused with driven work ethic and documented record of excellent guest service. Friendly with strong communication and interpersonal skills to maintain loyal business. Offering great problem-solving skills to quickly address customer questions and concerns.

  • Individual training
  • Funeral service assistance
  • Medicaid assets knowledge
  • Great communication
  • Troubleshooting
  • Great member service
  • Data entry in program and excel
  • Website design assistance
  • Facebook page maintenance
  • Event planning
  • Meeting planning
  • Attention to detail
  • Management
  • Delegation
  • Organizational skills
  • Planning
  • Non-profit work
  • Presentation Skills
Education and Training
Fowler High School Fowler, MI Expected in 1987 High School Diploma : - GPA :
Epsilon Systems Solutions, Inc. - Insurance Trust Administrator
Largo, FL, 10/2002 - 04/2020
  • Answered daily calls to answer questions regarding the program
  • Utilized Excel to compile data gathered from incoming insurance policies held for pre-paid funerals for Medicaid application/assistance purposes.
  • Improved profit margins by streamlining operations and workflow for faster payouts by insurance companies to funeral home members.
  • Earned reputation for good attention to detail and hard work.
  • Collaborated in development of claim procedures between the insurance company(s) and funeral home members
  • Provided excellent service and attention to funeral home members when face-to-face or through phone conversations.
  • Spoke to individual funeral homes as well as at meetings to advise them how to utilize the program.
Touchstone Communities - Secretary
Penitas, TX, 01/2000 - 04/2020
  • Planned and executed meetings, lunches and special events for Sales Association Members.
  • Created and maintained spreadsheets and developed administrative and logistical reports.
  • Generated and distributed invoices for membership dues.
  • Documented and shared meeting minutes.
  • Produced and distributed email updates and other forms of communication.
  • Created agendas, took minutes and prepared documents for meetings.
  • Event planning including site location(s), equipment, caterers, musicians, etc.
  • Contact person for events, meetings, agendas, acquiring money and prizes for events.
MFDA - Prepaid Funeral Programs Administrator
City, STATE, 09/1991 - 04/2020
  • Answered calls to answer member questions. To include legal information regarding prepaid funerals, Medicaid application and general funeral home matters.
  • Collaborated with others to discuss new opportunities.
  • Worked closely with staff and member funeral homes to deliver project requirements, develop solutions and meet deadlines.
  • Taught funeral home members how to serve their consumers regarding prepaying funerals, at need service, Medicaid application at member funeral home locations.
  • Entered prepaid funeral contract information daily. Reconciled deposits for 100% accuracy of deposits.
  • Entered cancellation and death claims daily for payment to funeral home members and consumer requests to cancel.
  • Provided excellent service and attention to members and consumers when face-to-face or through phone conversations.
  • Maintained updated Medicaid and State Emergency Relief Medicaid and State Emergency Relief knowledge through state issuance and member outreach.
  • Handled all delegated tasks, including new contract entry, claim entry and distribution, member calls.
  • Created communication materials for member funeral homes.
  • Spoke to individual funeral homes as well as at meetings to advise them how to utilize the program.
  • Collaborated in development of member procedures for completing prepaid funeral contracts.
  • Earned reputation for good attendance and hard work.
  • Collaborated with content contributors to build optimization strategies.
  • Resolved issues quickly, escalating critical concerns for immediate assistance.
  • Tracked website analytics and reported findings to executive director.
  • Created paid ads for funeral home members for job listings as well as funeral items for sale.
  • Uploaded posts and articles to drive traffic to member sites.
MFDA - Receptionist
City, STATE, 04/1988 - 09/1991
  • Sorted and distributed business correspondence to correct department or staff member, reducing dropped communications and enabling faster responses to key requests.
  • Sorted incoming mail and directed to correct personnel each day.
  • Kept reception area clean and organized to offer positive first impression to every visitor.
  • Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management.
  • Provided clerical support to all team members to improve office efficiency and enhance productivity.
  • Received incoming packages and mail, dispersed parcels, correspondence and shipped outgoing items daily.
  • Took accurate messages for staff and management to facilitate open and speedy communication.

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Resume Overview

School Attended

  • Fowler High School

Job Titles Held:

  • Insurance Trust Administrator
  • Secretary
  • Prepaid Funeral Programs Administrator
  • Receptionist


  • High School Diploma

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