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licensed final expense insurance agent resume example with 17+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary
Talented Business Analyst with advanced knowledge of MS Office Suite (specifically MS Excel, Word, PowerPoint) creating spreadsheets, analyzing and interpreting data and presenting information in an effective manner.
Skills
Excellent verbal, written and presentation communication skills
Experienced in mathematical, statistical, analytical, problem solving, documentation and reporting skills, using quantitative, business intelligence, and relational databases
Teamwork, leadership, management, organizational and multitasking skills 
Proficient in Microsoft Excel, Access, Outlook, SharePoint, PowerPoint, Word, Typesetting and Page Layout
High ability to multitask, organize and prioritize assignments in inflexible high demand timelines
Experience with Operating Systems: Microsoft Windows 7, XP, 2000, NT, 98
Work History
Licensed Final Expense Insurance Agent, 02/2014 - Current
Rural King Wentzville, MO,
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Conducted presentations (visual and verbal) to explained features, advantages and disadvantages of various policies to sell insurance policies.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Calculate premiums and establish payment method.
  • Contact underwriter and submit forms to obtain binder coverage.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
Hardware Associate, 09/2013 - 02/2014
University Of Chicago Chicago, NY,
  • Provided customer service, including directing customers to products, answering questions about goods, and assisted with purchase decisions.
  • Performed stocking, organizing, and cleaning duties as requested of the management team.
  • Worked closely with Home Depot managers to deliver satisfaction to every customer entering the store.
eCSR Implementation Specialist, 01/2013 - 08/2013
Dialamerica El Paso, TX,
  • Work as a subject matter expert for the client†s web based printing application and provide comprehensive support pre and post implementation.
  • Build financial documents with accuracy for companies to file with the government.
  • Demonstrated strong technical and problem solving skills to assist customers with troubleshooting application.
  • Efficiently worked on multiple projects with tight, inflexible deadlines Excellent communication skills, both writing and verbally.
  • Completed tasks given by supervisor.
Lead Research Analyst, 11/2011 - 11/2012
Abbvie, Inc Washington, DC,
  • Assisted with design, maintenance, coding and administration of relational databases.
  • Data mining Create reports from multiple databases and present findings to management.
  • Develop routines for extracting requested data and made recommendations for increased production and reduction of error rate.
  • Advanced knowledge with Microsoft (i.e.
  • Access, Excel, PowerPoint, Word, Outlook and Project) Developed Project Management skills to lead teams to specific set objectives.
  • Prepare reports using Excel (i.e.
  • V-Lookups, Pivot Tables, Marcos, Graphs and Complex Formulas) to management defining problem, evaluation, and possible solutions.
  • Responsible for work delegation, reassigning and directing workflow for maximum production with minimal errors and duplication.
  • Coordinate multiple projects with tight, inflexible deadlines and tracked performance to identify and modify areas that require improvement.
  • Excellent communication skills, both writing and verbally.
Inbound Call Center Representative, 01/2009 - 01/2011
Dial America City, STATE,
  • Provided customer service and support to inbound callers from a wide range of companies Handled and resolved customer complaints with professionalism and proper phone etiquette Routed calls to appropriate departments.
  • Responded to customer inquiries and followed up with customer calls where necessary Developed the ability to multitask at a high level, talking on the phone while making notes in the computer and search for products and/or answers to questions.
Statistical Analyst, 01/2009 - 01/2011
Kirby City, STATE,
  • Applied mathematical and statistical methods to collect, organize, interpret, and summarize sales data to provide usable information for two top distributors in the North East Region Process medium size amounts of data for statistical modeling and analysis, using computers.
  • Identify relationships and trends in data, as well as any factors that could affect the results of research.
  • Through analysis for instance I was able to determine the best time for crews to start doing demos in a particular location and also who is best to show for a particular homeowner.
  • My research produced increase in sales revenue for ten consecutive months.
Public Ally/IT Support Analyst Database Manager & Analyst, 01/2008 - 01/2009
Public Allies Pittsburgh City, STATE,
  • Completed Leadership development apprenticeship.
  • Led a team of 15 young professionals to successfully facilitate an organized community event.
  • Develop project management, presentation, communication skills Developed database objects and structures for mid-level company to meet business requirements following the SDLC process.
  • Developed and implemented the database system to successfully track clients to effectively record, track, augment, maintain and collect data on several clients.
  • Maintained Database backup and recovery infrastructure Developed routines for extracting requested data Compiled detailed reports using data reporting tools Created user manuals for staff on my departure to work the database Made database sustainable upon the conclusion of my apprenticeship with Public Allies Designed, developed and coded various SQL stored procedures and queries and made reports to ensure projects are implemented on schedule.
  • Maintained a thorough understanding of the most current industry technology, tools and trends to implement improvements.
  • Made great contributions in multiple projects that had tight, inflexible deadlines and monitor site performance to identify and modify areas that require improvement.
Computer Lab Technician/Operations Technician/Help Desk Tier, 01/2002 - 01/2007
Robert Morris University City, STATE,
  • Provided networking/desktop support (hardware, software and network) to university staff, students and faculty and performed mainframe maintenance tasks.
  • Tracked Priority 1 & 2 issues, with responsibility for the timely documentation, resolution and closure of trouble tickets.
  • Resolved most difficult and complex problems Provided technical and troubleshooting support to university personnel.
  • Diagnosed system hardware, software and operator problems and recommended and/or performs remedial actions to correct problems.
  • Install and test software and updates for on university†s servers and workstations.
  • Installed and setup new computer systems.
  • Installed programs, printers and other peripherals.
  • Informed Maintenance personnel of concerns throughout the University.
Mortgage Lookback Customer Care Specialist, 08/2011 - 10/2011
JP Morgan Chase City, STATE,
  • Review and process client loans which are in default or foreclosure.
  • Proficient knowledge and understanding of government loan products and systems.
  • Ability to interpret commercial and commercial real estate credit approval and deal structure.
  • Participate in special projects relative to Deloitte at the direction of the OCC.
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.
Education
B.S: Information Systems Management, Expected in 2007
-
Robert Morris University - Pittsburgh, PA
GPA:
Status -
    Information Systems Management
  • Emphasis in Database Management
Affiliations
Private First Class in the United States Marine Corps
Skills
administrative, Analyst, backup, binder, business intelligence, communication skills, Excellent communication, hardware, credit, clientele, client, clients, customer service, Data mining, databases, Database, directing, direction, documentation, features, financial, forms, government, Graphs, insurance, leadership, Leadership development, notes, mainframe, Access, Microsoft Excel, Excel, Outlook, PowerPoint, Microsoft Windows 7, 2000, 98, NT, Word, modeling, multitasking, network, networking, Operating Systems, organizing, organizational, Page Layout, peripherals, personnel, policies, presentations, printers, problem solving, problem solving skills, coding, Project Management, real estate, relational databases, reporting, research, sales, SDLC, servers, SQL, supervisor, Tables, Teamwork, desktop support, user manuals, phone, phone etiquette, troubleshooting, Typesetting, workflow, written, written communication skills

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Resume Overview

School Attended

  • Robert Morris University

Job Titles Held:

  • Licensed Final Expense Insurance Agent
  • Hardware Associate
  • eCSR Implementation Specialist
  • Lead Research Analyst
  • Inbound Call Center Representative
  • Statistical Analyst
  • Public Ally/IT Support Analyst Database Manager & Analyst
  • Computer Lab Technician/Operations Technician/Help Desk Tier
  • Mortgage Lookback Customer Care Specialist

Degrees

  • B.S

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