managing partner resume example with 4+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Client-focused Insurance Administrator with 4 years of professional experience in insurance industry. Performs variety of activities to administer and service customer insurance policies. Leverages resources and commitment to quality outcomes to achieve results. Self-motivated. As an Insurance Administrator assists with issuance of cover note and claims analysis and management. Fields client insurance requests, coordinates claims resolutions with carrier and manages other insurance and risk-related administrative activities. Demonstrates sound understanding of technology when accomplishing tasks.

  • Insurance industry experience
  • Account management
  • Insurance coverage verification
  • Collaborative relationships
  • Excellent administrative abilities
  • Documentation abilities
  • Supervision
  • Computer skills
  • Business development expertise
  • Human resources knowledge
  • Staff Management
  • Cost control and reduction
  • Sales professional
Work History
05/2021 to Current
Insurance Administrator Orthofix Inc Lewisville, TX,
  • Liaises with estimating department to get project-specific quotes from brokers.
  • Administeres and maintained reports for incidents, claims, litigation and property losses.
  • Prepares applications, documents and data to renew insurance policies.
  • Maintaines compliance by submitting states' registration and annual reporting.
  • Checkes documentation for accuracy and validity on updated systems.
  • Determines appropriateness of payers to protect organization and minimize risk.
  • Coordinates with contracting department to resolve payer issues.
05/2020 to 03/2021
Business Development Director Finger Lakes Technologies Grp Scranton, PA,
  • Reached out to potential customers via telephone, email and in-person inquiries.
  • Collaborated with sales and marketing departments to support business objectives and client acquisition.
  • Negotiated and closed long-term agreements with new clients in assigned territory.
  • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
  • Developed and promoted successful company sales and account management personnel into leadership positions to drive company growth.
  • Researched and identified opportunities for account growth, account penetration and market expansion.
  • Planned marketing initiatives and leveraged referral network to promote business development.
  • Created and maintained database containing information on business proposals and contacts.
  • Evaluated client business needs and matched customers to appropriate products and resources.
01/2018 to 12/2018
Insurance Broker Futurity First Insurance Group Atlanta, GA,
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members.
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Supported sales, brokers, consultants and underwriters in marketing and sales activities.
  • Tracked progress of all outstanding insurance claims.
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices.
  • Calculated quotes and educated potential clients on insurance options.
  • Remained impartial in order to advise clients based on circumstances.
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Called potential clients to set up appointments according to mutual availability.
  • Followed up with customers on unresolved issues.
  • Calculated premiums and established payment methods for sales.
  • Collected all premiums on or before theeffective date of coverage.
  • Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
01/2017 to 12/2018
Business Research Consultant AFRICAN HEIGHTS LTD City, STATE,
  • Monitored social media and online sources for industry trends.
  • Developed and executed plans to monitor standard process adherence.
  • Followed quality standards and procedures to minimize errors and maximize customer satisfaction.
  • Improved quality processes for increased efficiency and effectiveness.
  • Provided observations, took measurements and performed tests at various stages according to quality control plan.
  • Identified and resolved process issues to encourage smoother procedures, more efficient workflow and overall business growth.
  • Analyzed current business plan, identified inefficiencies in existing processes, and tracked performance following implementation of improvements.
Expected in 01/2022
: Advanced Diploma in Accountancy
ZICA - Lusaka,
Expected in 12/2020
: Advanced Diploma in Pensions And Insurance
Lusaka Open Business Collage - Lusaka,
Expected in 11/2017
: Bachelor of Business Administration With Economics
The University Of Zambia - Lusaka, Zambia.,
Expected in 2016
: Business Proposal Writing (Certificate)
UNZABECA - Lusaka,
Expected in 2015
: Project Management(Certificate)
UNZABECA - Lusaka,
Expected in 2014
: Monitoring And Evaluation (Certificate)
UNZABECA - Lusaka,
Expected in 11/2011
Masala High School - Ndola, Zambia,

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Resume Overview

School Attended

  • ZICA
  • Lusaka Open Business Collage
  • The University Of Zambia
  • Masala High School

Job Titles Held:

  • Insurance Administrator
  • Business Development Director
  • Insurance Broker
  • Business Research Consultant


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