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Life Insurance Client Specialist Resume Example

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LIFE INSURANCE CLIENT SPECIALIST
Summary
Highly skilled professional bringing adept experience and contemporary education by providing best practice solutions in customer focused environments. Motivated, self starter with over 14 years of counseling and customer support, seeking a position in a community-orientated agency
Highlights
  • Microsoft, word, power point, excel, outlook
  • Research
  • Internal/external cross-functional communication
  • Data entry, 10-key, type 45wpm
  • Duel monitor
  • PCMS ( Probation Case management System, Power School)
  • Adept written and communication skills
  • Proficient use of office equipment
  • Marketing and advertising
Experience
Life Insurance Client Specialist
October 2013 to CurrentSavings Bank Life Insurance of Massachusetts/ Davis Financial
  • Provide support to agents, brokers, customers and internal departments by making changes and reviewing life insurance policies.
  • Reset username/password to customer support website Process loan and dividend checks Arrange billing extensions/ change billing mode Update/change customer information Process death claims Review and explain policy values, details, coverage, billing, tax documents Generate appropriate forms to customers Coordinate with Agents, Underwriters and Case Coordinators regarding pending applications/ outstanding requirements Process policy change requests.
Leasing Consultant
November 2012 to October 2013Western National Group － Valencia, California
  • Leased single family homes and provided resident support for various matters at a 229 unit multi-family community Conserved company budget by slashing cost repairs on vacant units by thoroughly accessing and estimating damages Increased incoming traffic by 70% through marketing and advertising Collected over 95% of delinquencies, non-payments and debt-obligations Prepared, updated and monitored over 208 resident files and lease documents Researched data base and market rents to coordinate price specials and rent changes Maintained 99% compliance of renters insurance Optimized net operating income of the property by consistently leasing 2-4 units per week Testified at eviction hearings Maintained high occupancy of 98% by sustaining above average closing ratio.
Personal Wellness Counselor
January 2002 to November 2012Jenny Craig － Santa Clarita, California
  • Conducted individual counseling and interviewing sessions that applies to the principles of cognitive behavior and nutrition while helping clients achieve and maintain healthy weights Monitored clients through weight maintenance by developing a positive attitude toward healthy living and realistic choices Performed customer verification and approvals by creating an innovative system to coordinate with health professionals Encouraged clients to reflect on strengths and abilities while having a healthier relationship with food Provided a variety of confidential one-on-one diverse counseling and support services Initiated support by providing practical meal planning Renewed 80% of client contracts Counseled 16-23 clients daily with the implementation of cognitive behavioral techniques by encouraging an understanding of triggers, self-awareness and behavioral patterns Monitored progress and personal development through case analysis Created a backlog system which increased center revenue by 97%.
Youth Volunteer Assistant
April 2012 to October 2013Los Angeles County Department of Juvenile Probation － Lancaster, California
  • Assist DPO with various aspects to guide and supervise juveniles that will successfully integrate them back into society Assisted with wellness check of minors by facilitating home visits to ensure minors are in compliance with court orders Partnered with families and minors to determine appropriate needs and services Reviewed conditions of probation with minors and ensured clarity Monitored community service, restitution and other rehabilitation services by ensuring that minors fulfilled their obligations Assisted with monthly statistical reports by accurately maintaining gross counts of juvenile profiles Assisted with court reports, bench warrant requests and pre-pleas by submitting content of all investigative reports Established intensive and collaborative relationships with minors and created successful case plans Investigated suspicious activity or nature of minors involvement by monitoring social networks, drug testing, school activity and community involvement Tutored and mentored minors while interning with DPO.
Education
Masters of Arts : Human Services/Mental Health AdministrationUniversity of the Rockies/ School of Social and Behavioral SciencesHuman Services/Mental Health Administration
Bachelor of Science : Criminal Justice Administration/Management, 2013University of PhoenixGPA: Alpha Phi Sigma/ Eta Theta National Criminal Justice Honor Society Magna Cum LaudeCriminal Justice Administration/Management Alpha Phi Sigma/ Eta Theta National Criminal Justice Honor Society Magna Cum Laude
Certifications
State of California Department of Real Estate License CPR, First Aid, AED and Oxygen Administration Certified Certification of Fair Housing Laws and Regulations
Skills
10-key, advertising, billing, budget, Case management, closing, content, contracts, counseling, CPR, client, clients, customer support, Data entry, data base, estimating, First Aid, forms, functional, insurance, marketing, market, excel, 97, outlook, power point, 98, word, networks, office equipment, policies, progress, Real Estate, rehabilitation services, repairs, Research, tax, type 45wpm, website, written and communication skills
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Resume Overview

Companies Worked For:

  • Savings Bank Life Insurance of Massachusetts/ Davis Financial
  • Western National Group
  • Jenny Craig
  • Los Angeles County Department of Juvenile Probation

School Attended

  • University of the Rockies/ School of Social and Behavioral Sciences
  • University of Phoenix

Job Titles Held:

  • Life Insurance Client Specialist
  • Leasing Consultant
  • Personal Wellness Counselor
  • Youth Volunteer Assistant

Degrees

  • Masters of Arts : Human Services/Mental Health Administration
    Bachelor of Science : Criminal Justice Administration/Management , 2013

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