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licensed insurance agent resume example with 20+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Career Overview
Information systems programmer with 20 years of experience, working with teams and individually. Intelligent analyst with creative and structured solutions meeting constraints within the organization. Effective communicator able to explain complex issues to audiences of varying levels of knowledge. Experienced insurance producer providing education and service and sales to customers.
Qualifications

OS/Environments: OS/MVS, TSO, Windows Server/XP/NT/2000/98/95/3.1, OS/2, MS-DOS, WYLBUR


Development Applications: SAS, SAS for Windows, SQL, OS JCL, COBOL, Connect: Direct, Network Data Mover, VBScript, PL1, Visual Basic, QBASIC, QMF, FORTRAN. Familiarity with MS SQL Server, Enterprise Manager, Query Analyzer and VB .NET


Software Packages: MS Office (Access, Excel, Word), Q&A, Crunch, FoxPro, PC3270 Emulator, WordPerfect, SPSS


Hardware: PCs/Servers, printers, scanners, and other peripherals.Structured query language (SQL) expert

Programming and design skills

Strong analytical skills

Database servers

Excellent problem solving skills

Customer needs assessment

Client relations expert



Accomplishments
Work Experience
08/2013 to 04/2015 Licensed Insurance Agent Assurant | Winston Salem, NC,
  • Worked as a licensed insurance agent selling health insurance to individuals in Illinois and other states in an inbound call center environment.
  • Determining customer needs and product knowledge of carriers vital to educate, advise, sell and bind policies compliant under law and of best utility to customers.
  • Customers were enrolled in the Government Marketplace to determine subsidy and then sold policies that best met customer's needs.
  • Carriers served included Coventry Health Insurance and Horizon Blue Cross/Blue Shield of New Jersey.
11/2008 to 04/2011 Network Data Engineer Linquest Corporation | Washington, DC,
  • Developed and supported file movement and transfer systems as a network data engineer to support the United States Federal Government General Service Accounts for client JP Morgan Chase Bank.
  • Responsibilities included development of new file transport systems and programs to export expense information, production support and technical documentation of created systems.
  • Duties required extensive knowledge of Connect: Direct in Windows environments and other platforms, secure FTP, Windows 2003 Server, VBScript, MSDOS command language, PGP and awareness of CONTROL-M scheduling systems.
  • Tasks included writing code and scheduling runtimes based on client specification, developing production support procedures, actual production support and documentation, training and team creation.
  • Special projects included:.
  • Project management and implementation of migration plan of file transfer system to a clustered environment to prevent single point of failure in file transfers.
  • Multiple Windows servers were remotely accessed via Remote Desktop to establish Windows clustered environment, setting up individual machines with third-party software.
  • Once environment was established and tested, migration plan of all processes residing in non-clusetered environments was developed.
  • A phased migration was established and implemented taking into account other upgrades and projects within the bank.
  • Each migration succeeded with minimal or no involvement of the client.
  • Success was vital meet contractual obligations to client which had not been previously met.
  • Design, development and deployment of a process stream documentation database.
  • Each transferred file and program that provided service to the Federal government was analyzed for detailed characteristics.
  • Once analyzed a database was written in Microsoft Access.
  • Training was provided to users unfamiliar with Access for further maintenance input of new processes as they were developed.
  • Proper development of database was vital to maintain proper production support of over then over six thousand processes involving the Federal government project.
01/2007 to 07/2008 Systems Analyst Consultant Broward Health | North Lauderdale, FL,
  • Fulfilled programming needs as a systems analyst consultant to support Consumer Lending products for client HSBC Technology Services.
  • HSBC is the world's largest bank, with a significant presence in the United States.
  • Responsibilities included MIS support work for Policy & Compliance teams maintaining and enhancing legacy reports and systems.
  • Duties required extensive working knowledge of SAS, knowledge of working in mainframe environments with TSO/ISPF, COBOL, Connect: Direct (NDM), working knowledge of Microsoft SQL Server, FTP and HTML.
  • Based on requests external statue and the Policy & Compliance group, Excel files containing individual account data were created.
  • Skills required were interpreting COBOL copybooks, coding and running SAS programs, then importing results into Microsoft Excel.
  • At times, the results of examination became refund checks for customers.
  • Using Excel and SAS, check files were created to import data into a check issuing system.
  • The check issuing system would the print checks for further processing.
  • Accuracy and speed a must to provide appropriate results to meet state compliance deadlines and internal policy decisions.
  • Supported and maintained report and data streams of processed mortgages, from manual and automated streams.
  • Application, mortgage performance, and credit reporting bureau data were merged with PROC SQL.
  • Reports were produced in SAS on the mainframe using PROC Report and ODS, The reports were transmitted internally website via FTP or NDM.
  • HTML formatting was used for presentation on an internal website.
  • Several of these processes were critical as compensation of employees at branch offices were directly impacted by the accuracy of the report streams.
  • As time permitted, the remaining manual processes were automated based on individual characteristics.
01/2005 to 07/2006 Information Systems Consultant Kane's Furniture | Naples, FL,
  • Fulfilled programming needs as a consultant to client University Healthsystem Consortium.
  • The over 100 hospital consortium maintains a clinical core measures database and reporting system to meet medical industry reporting standards for its clients for the purpose of accreditation.
  • Responsibilities included processing of hospital intake records with emphasis on implementing data warehousing projects, new coding and maintenance programming, and ad-hoc statistical reports and data analysis.
  • Duties require extensive working knowledge of SAS with emphasis on Macros and Proc SQL, both in automated batch and interactive modes, in a Windows client/server environment.
  • SQL queries using MS SQL Sever Query Analyzer and Enterprise Manager were used to verify accurate receipt of generated data during general testing prior to implementation.
  • Special projects included:.
  • Wrote, tested and maintained code to process two similar but distinct sets of input, standardizing data streams into a into a common format, with field editing and generate data exception messaging and reports.
  • Output used by data analysis staff for quality control.
  • The data is used to report on clients meeting industry accreditation standards.
  • Accuracy of paramount importance for hospitals to meet industry reporting & compliance standards.
  • Added exception reporting addressing new data received which addressed infant patients.
  • The new programs fulfilled a longstanding gap in a reporting standard that the Consortium and members were previously unable to comply with.
04/2004 to 07/2004 Underwriter Technical Assistant Fiserv, Inc. | Alabama, NY,
  • Prepared commercial surplus line insurance policies for an insurance brokerage firm.
  • Policies were data entered, prepared, printed, bound and mailed to insurance agents based on information generated by underwriters.
  • Duties required knowledge of Excel spreadsheets, word processing.
  • Special projects included:.
  • Modified Excel premium calculation worksheets adding a new premium due to the Terrorism Risk Insurance Act.
  • Worksheets were edited to generate additional premiums taking into account discrete regional areas, property values and agreement for a mandatory or optional level of coverage.
  • Accuracy of great importance since the calculated values determined premiums paid by clients.
  • seamlessly into existing worksheet.
  • Simplicity was necessary worksheets were used by non-technical users.
  • Developed simple search process to analyze identity of policy participants to prevent potential terrorists from benefiting from acts of terrorism.
  • The Federal government maintains a list of Specially Designated Individuals (SDIs) suspected of terrorism or associated with terrorism.
  • All such individuals are not to be given any service.
  • After examination of requirements a process was developed to retrieve updated data, and examine policies for potential SDIs by underwriters and their assistants.
  • This process prevents company to be in violation of Federal law.
09/1997 to 04/2003 Programmer Analyst Iterable | San Francisco, CA,
  • Developed reports and processes for a cellular telephone billing system that impacts tens of millions of generated invoices per month.
  • Responsibilities included project design, new coding, systematic and ad hoc statistical research and reports, data warehousing projects, training team members and maintenance programming.
  • Duties required extensive working knowledge of SAS with emphasis on macros in an OS/MVS JCL batch environment using TSO/ISPF interface.
  • Ad hoc reporting required excellent communication skills, interpreting requests from non-technical users, excellent knowledge of SAS including PROCs FREQ, MEANS and SUMMARY to reduce and summarize large data files containing hundreds of millions of records.
  • Additional coding requests done on a Windows environment with PC/SAS.
  • Devised and implemented a new process to collect critical data from third party vendor and incorporate into billing system engine.
  • Project streamlined a manually intensive process.
  • Programming done in several languages including Connect Direct and SAS with macros, conforming to requirements.
  • Coordination to establish standards between company security and vendor's unique support requirements meant that excellent communication skills were key to the success of the project.
  • As a result tens of millions of invoices per month continued to be calculated properly.
  • Created daily data transmission to a client's vendor to facilitate cost reconciliation between rented assets of long distance carriers.
  • Project required standardizing data formats thru the use of multiple SAS steps and macros.
  • PROC SUMMARY, SQL, OPERATE and SERVER were used to warehouse the data.
  • Accuracy a must as data was given directly to a third party vendor so they could determine what charges our client must pay to them without our client having the ability to review or adjust the data.
02/1997 to 06/1997 Computer Programmer Fiserv, Inc. | Atlanta, GA,
  • Fulfilling data processing needs for the Department of Insurance at the Chicago Public Schools.
  • Programming performed on an OS/MVS mainframe environment with a TSO/ISPF interface.
  • Knowledge of SAS with macros, COBOL, SQL using QMF, PC3270, FoxPro, Excel and Word with macros required to succeed.
  • Duties included ad hoc research and reporting generation using PROC FREQ and SUMMARY.
  • PC hardware/software maintenance duties, advice and guidance on all computer issues.
  • Designed and implemented COBRA insurance automation.
  • The prior process relied on many hours of manual work to identify, categorize, and track exited employees.
  • A new process was designed, coded, documented and training provided to transform mainframe data using QMF and SAS downloaded into formats used by Microsoft Office via batch scripts and Office macros.
  • This reduced the manual effort by 75%, thus allowing staff to concentrate on individual claims.
  • Developed automation for yearly insurance open enrollment.
  • A process to centralize the generation and retrieval of yearly employee insurance selections was developed.
  • Programs were written in QMF and SAS to reduce the previously manual process to download data, and import into FoxPro to generate form letters.
  • Tens of thousands of employees were impacted by this process.
07/1995 to 02/1997 Technical Consultant Strategic Staffing Solutions | City, STATE,
  • Fulfilled programming needs as a consultant to the National Credit Center at Citibank.
  • Duties included file creation and maintenance, maintenance programming and report generation, statistical analysis and program documentation.
  • Programming performed using COBOL and SAS with knowledge of PROCS MEANS, FREQ, TABULATE, and SUMMARY, performed on an OS/MVS environment with a TSO/ISPF interface.
  • Highlight project included work on the revision of Citibank's Automated Credit Application Processing System (ACAPS), a monthly reporting production stream.
  • ACAPS production reporting impacted decisions made by credit analysts on the credit application standards revision process.
  • Standard and ad-hoc reports were created based on the requests of analysts.
  • Reports of credit product performance were generated by merging applicant data of credit products with credit report bureau data using PROC SQL, then customer performance data was merged.
  • Demographic and performance analysis reports generated using various SAS reporting procedures.
  • Reports were given to analysts to determine what changes might be made in credit product score cards.
04/1988 to 04/1995 Computer Programmer Chicago Public Schools | City, STATE,
  • Fulfilled programming needs for the Department of Research, Evaluation, and Planning as an employee and consultant.
  • Duties included statistical analysis, maintenance programming, file creation, ad hoc projects, PC hardware/software installation, repair and maintenance, software evaluation, training, advice and guidance on PC and mainframe issues to new users.
  • Systems used included an eclectic mix of SAS with knowledge of reporting PROCS, COBOL and FORTRAN done on an OS/MVS mainframe environment with a WYLBUR interface.
  • Word, Excel, Crunch, Q&A, SPSS and other software were also used in DOS and Windows environments.
  • Standardized and automated the Federal Civil Rights Survey.
  • By writing programs to use the student database as the data collection point rather than manual forms hand written and data entered, a more consistent assessment of student demographics could be provided to the Federal government, freeing school principals to perform other duties.
  • Implemented new programs to assess student progress within the State Funded Bilingual Education Program.
  • Programs were translated from COBOL to SAS, a new data feed was setup with the state and reports downloaded to PCs with PC3270 for use in schools.
  • The education and development of over fifty thousand students and funding of over a thousand teachers were impacted by implantation of the new system.
Education and Training
Expected in 1987 to to Associate of Applied Science | Business Data Processing Richard J Daley Community College, Chicago, IL GPA:

Business Data Processing

Expected in to to Licensed Health and Life Insurance Agent in good standing in Illiois and 23 other states. | , , GPA:
Skills

VB .NET, Ad, automation, billing system, bind, call center, client/server, COBOL, excellent communication, Hardware, consultant, Credit, client, clients, data analysis, data collection, data processing, database, data warehousing, documentation, DOS, editing, engineer, forms, FORTRAN, FoxPro, FTP, Government, HTML, MVS, Insurance, JCL, law, letters, Macros, mainframe, messaging, Access, Microsoft Access, Excel spreadsheets, Microsoft Excel, Excel, Microsoft Office, MS Office, Office, Windows, 2000, 3.1, 98, NT, Word, migration, MIS, MSDOS, MS-DOS, Enterprise, Network, ODS, OS, OS/2, PC hardware, performance analysis, peripherals, PL1, Policies, printers, processes, coding, Programming, progress, project design, Project management, QBASIC, QMF, quality control, reporting, Research, research and reports, selling, SAS, scanners, scheduling, Servers, scripts, software installation, specification, SPSS, MS SQL Server, MS SQL, Microsoft SQL Server, SQL, statistical analysis, systems analyst, technical documentation, telephone, transmission, TSO, TSO/ISPF, unique, upgrades, VBScript, Visual Basic, website, Windows Server, word processing, WordPerfect, written

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Resume Overview

School Attended

  • Richard J Daley Community College

Job Titles Held:

  • Licensed Insurance Agent
  • Network Data Engineer
  • Systems Analyst Consultant
  • Information Systems Consultant
  • Underwriter Technical Assistant
  • Programmer Analyst
  • Computer Programmer
  • Technical Consultant
  • Computer Programmer

Degrees

  • Associate of Applied Science
  • Licensed Health and Life Insurance Agent in good standing in Illiois and 23 other states.

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