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Multiple Lines Insurance Representative Resume Example

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MULTIPLE LINES INSURANCE REPRESENTATIVE
Professional Summary

Multiple Lines Insurance Representative with 25 years of experience working with Insurance Industry, Financial Specialist, and Public Assistance. Trained in project and time management with extensive knowledge of Microsoft , Electric Customer Relationship Management, People Soft, Indiana Client Eligible System , and Quicken books, and proven multitasking abilities. Committed to maintaining professional relationships with clients to increase profitability and drive business results.

Skills
  • Document management
  • Sales proficiency
  • Complaint resolution
  • Report preparation
  • Client relations
  • Data tracking
  • Account management
  • Creative problem solving
  • Administrative support
  • Good listening skills
  • Multi-line phone talent
  • Recordkeeping strengths
Work History
Multiple Lines Insurance Representative, 12/2015 to Current
Company Name – City, State
  • Customized insurance policies to individually needs of clients; routinely corresponded with clients to review their policies.
  • Increased customer satisfaction ratings by 90% through proactive and actionable resolutions to questions, concerns or challenges.
  • Processed client payments and updated accounts.
  • Cultivated customer loyalty, promoted repeat customers and improved sales.
  • Re-assess policies of existing clients when life-changing events occurs.
  • Fill-out and submit applications, issue quotes, maintain client records and prepare reports.
  • Keep abreast of industry and market trends and best practices.
Financial Specialist, 11/2013 to 11/2015
Company Name – City, State
  • Financial specialist providing services and supports individuals with disabilities and mental illness. Working with individuals and their finances requires excellent communication and customer service skills. Being good with numbers and understanding standard financials.
  • Maintained complete financial records for clients and paid their bills; managed their benefits; heavy communication with all case mangers.
  • Spearheaded and maintained database for customers' accounts; generated monthly reports.
  • Developed and maintained courteous and effective working relationships.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
Eligibility Specialist, INDEPENDENT CONTRACTOR, 01/2012 to 11/2013
Company Name – City, State
  • Maintain integrity and confidentiality of all files and records, interviews content and private customer information.
  • Ensure that all clients are greeted professional and courteous manner and are responded to within reasonable period of time.
  • Indiana Client Eligible System (ICES) processing of all benefits applications, including those for financial assistance and food stamps.
  • Scheduled appointments with applicants to gather information and explain benefits processes.
  • Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
  • Inputted all gathered information and researched data on applicants into computer system using Indiana Client Eligible System (ICES).
  • Documented all communication with applicants and inputted information into system using Indiana Client Eligible System (ICES).
Education
Some College (No Degree): Criminal Justice/Social WorkIndiana University-Purdue University At Indianapolis - City
Certificate: Data Entry, 05/1982
Center Nine Vocation School - City
High School Diploma: 06/1980
John Marshall High School - City
Volunteer

Court-appoinred Special Adovcate, Indianapolis, IN., 2010-2013

Reviewed court documents; interviewed children that were involved with Child Social Services; appeared in court on behlaf of the children's best interest; provided testimony when necessary; ensured that the children and their families were receving appropraite services.

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Resume Overview

School Attended

  • Indiana University-Purdue University At Indianapolis
  • Center Nine Vocation School
  • John Marshall High School

Job Titles Held:

  • Multiple Lines Insurance Representative
  • Financial Specialist
  • Eligibility Specialist, INDEPENDENT CONTRACTOR

Degrees

  • Some College (No Degree) : Criminal Justice/Social Work
    Certificate : Data Entry , 05/1982
    High School Diploma : 06/1980

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