New Business Associate II Resume Example Lincoln Financial Group

NEW BUSINESS ASSOCIATE II

Summary

Experienced, successful, customer-focused insurance professional, who is passionate about the insurance industry. Accomplished & versatile leader, excellent problem solving Abilities, professional work ethics. Creative thinking and Analytical assessment. Highly successful and driven New Business Associate with experience in Underwriting. Able to communicate effectively with others, both verbally and in writing. Motivational skills, team worker as well as able to work on own initiative. Self- motivated , flexible and enthusiastic professional approach to successfully interacting with managers/colleagues/external suppliers.

Highlights

Leadership
Critical Thinking
Time Management

Concern for Others
Dependability
Active Listening

Accomplishments

Premier Partners Advisory Council Award for providing Service Above and Beyond Expectations. Nominated four for the Cornerstone award.

Experience

New Business Associate II03/2005 to CurrentLincoln Financial GroupGreensboro, NC

Responsible for accurately administering new life insurance applications to placed status.
Works with other home office areas to respond to requests and take ownership of resolution in order to provide seamless Customer Service.
Utilize sound business judgment in balancing company objectives with customer needs.
Order medical records, exams, and labs for customers from third party vendors.
Assist Underwriters, internal, and external customers with obtaining requirements on pending policies and reinstatements.
Assist in all areas of administrative work to include (LFG systems and third party vendor websites), email, fax, and internet research.
Process Policy Change, Term Conversion, Group Conversions, Internal Exchange policies.
Experience with all systems in New Business including, but not limited to: Life Comm, Vantage, Common View, My JPF, Fusion Vantage, Lifewriter, Agent ID, GEAC, AWD, Excel and Word.
Provide efficient customer service to customers by responding to emails and phone calls with accurate information.
Performed responsibilities to help ensure department benchmarks and goals are met or exceeded.
Assist Underwriters, internal, and external customers with obtaining requirements on pending policies and reinstatements.

Group Leader01/1993 to 01/2001Tyco Electronics IncGreensboro, NC

Responsible for the day-to-day operations and long term planning for manufacturing functions, including manufacturing, production control, engineering, inventory control, purchasing and shipping/receiving activities.
Supervise two Teams including monitoring employee performance, following the Company standard Performance Review Process.
Conduct performance reviews of direct reports, and periodically assist with the review process.
Worked closely with the workload planners and engineers to set and prioritize daily activities.
Resolve issues with people to achieve targeted performance targets/metrics.
Responsible for inputting data from time sheets into a computerized payroll system using the kronos system.
Provide timely feedback to the manager to ensure timely issues were resolved.
Create a culture of safety among the workforce.
Safety walk-through's each day to make sure OSHA compliance were being followed to ensure workplace safety, and health issues were followed by all employees.
Manage operations in the most efficient manner, eliminating waste and improving productivity.

Financial Service Representative01/1991 to 01/1993Vanguard Cellular Systems, IncGreensboro, NC

Provided efficient customer service in a fast-paced environment consulting customers and businesses about a variety of cellular products.
Primary focus was to provide customer support to existing and prospective customers while focusing on meeting individual sales goals and assisting with financial teams goals for Maine and PA districts.
Opened new accounts and services established for new Clients.
Processed credit card payments over the phone, made entry of payments to accounts, sold products and services to new and existing customers.
Trained new employees.
Proactively monitored ongoing customer needs and market trends.

Administrative Assistant01/1989 to 01/1991AT&T Guilford CenterGreensboro, NC

Perform general administrative duties including answering main switchboard, greeting and directing calls in a courteous, professional and friendly manner, Primary duty was to serve as a liaison between ten executive sales reps.
Scheduled meetings and made travel arrangements for all sales reps.
Greet and direct all visitors, including contractors and clients.
Process invoices and expense reports.
Perform general administrative functions including: word processing, meeting set-up, photocopies, scanning, faxing, general office organization, and other administrative duties as required.
Administer all incoming and outgoing mail and courier packages.

Education

B.S: Computer Information Systems Human Resources2010Guilford CollegeGreensboro, North CarolinaComputer Information Systems Human Resources

Associate2016Life Management Institute

Associate, Customer Service (ACS)

Resume Overview

Companies Worked For:

Lincoln Financial Group
Tyco Electronics Inc
Vanguard Cellular Systems, Inc
AT&T Guilford Center

School Attended

Guilford College
Life Management Institute

Job Titles Held:

New Business Associate II
Group Leader
Financial Service Representative
Administrative Assistant

Degrees

B.S : Computer Information Systems Human Resources 2010
Associate 2016
Associate, Customer Service (ACS)

New Business Associate II Resume Example

Resume Score: 90%

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