licensed insurance professional resume example with 20+ years of experience

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

To obtain a position in an environment which would best utilize my experience and enhance my skills to best serve my employer.


Microsoft Office Word, Excel, Power Point, Outlook

RS Thomas Insurance School Duluth, GA Expected in Certificate of Completion : Insurance - GPA :
North Carolina A&T State University Greensboro, NC Expected in Select One : Psycholgy - GPA :
Pioneer Bancorp, Inc. - Licensed Insurance Professional
Troy, NY, 12/2013 - Current
  • Promote agency products to consumer and commercial customers in person, on the telephone and in writing Prospect and generate new business through leads and referrals Interview prospective customers to learn about their financial needs and identify cross sell opportunity to existing customers Compile coverage and rating information in an accessible format to provide competitive quotes Process applications, payments, corrections, endorsements and cancellations Create productive working relationships with small business owners, mortgage companies and other business partners in the community Initiate life insurance and other financial service leads to meet monthly sales targets Conduct policy reviews and update policies Promote customer retention through high-quality service and follow through.
Heartland Financial Usa, Inc. - Senior Customer Service Representative
Centennial, CO, 02/2011 - 10/2013
  • Handled more complex escalated customer calls in order to resolve the issue in the most satisfactory manner for all parties concerned.
  • Acquired bankruptcy filing data and code accounts for federal compliance.
  • Researched extensive discrepancies on behalf of customers by providing them with the educated knowledge of the organization, products and /or services.
  • Referred unresolved customer grievances to designated departments for further investigation.
  • Maintained records of customer interaction and transactions, recording details of inquiries, complaints, and comments as well action taken.
  • Investigated and partnered closely with three major credit bureaus to ensure accurate information is reported.
  • Managed and reconciled financial portfolio for documentation retrieval of being liaison between customers and collection agencies.
  • Negotiated payments and settlements with customer to resolve their charged off credit cards and checking/savings accounts.
  • Effectively used a variety of computer programs to access customer details and databases.
Newrez - Collections Account Manager
OH, State, 09/2002 - 01/2010
  • Contacted customers to obtain financial information in order to make decisions based upon the delinquency or reason of default.
  • Determined the cause of default or delinquency and, negotiate arrangements through payments, modifications, or repossession when warranted.
  • Made discretionary decisions upon each account as to the likelihood of succeeding through the total obligation and assistance that was needed the process.
  • Prepared and directed all customer correspondence throughout delinquency period according to regulatory requirement.
  • Maintained documentation in Artiva/Infolease collections software to reflect current status of account.
  • Maintained call volume per call log guidelines to ensure each account was worked thoroughly.
  • Effectively interacted favorably with customers, dealers and the sales force.
CitiFinancial Services, Inc - Senior Loan Officer
City, STATE, 10/1997 - 09/2002
  • Generated new business by treating each customer as a sales opportunity and maintained good customer relations for repeat business.
  • Solicited customers for real estate and personal loans, customized debt relief plans and educated customers on how to save money, consolidate high interest credit card debt and etc.
  • Analyzed credit applications, read credit reports, and made credit decisions.
  • Monitored delinquent accounts, recommended solutions to very delinquent cases.
Additional Information
  • Call Center experience Strong organizational skills, with the ability to prioritize and work effectively and multi tasks in a fast paced demanding environment Possess high level of integrity and a positive customer focused attitude Excellent customer service to internal and external customers Seasoned ability to work independently and within support of a team environment Licensed Property Casualty (NC and GA) Licensed Life, Accident & Sickness (GA) Licensed Health (GA)
agency, competitive, credit, customer relations, databases, documentation, filing, financial, Insurance, Access, Excel, money, Microsoft Office, Power Point, Word, policies, quality, read, real estate, recording, requirement, sales, settlements, telephone

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Resume Overview

School Attended

  • RS Thomas Insurance School
  • North Carolina A&T State University

Job Titles Held:

  • Licensed Insurance Professional
  • Senior Customer Service Representative
  • Collections Account Manager
  • Senior Loan Officer


  • Certificate of Completion
  • Select One

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