Life Insurance Agent resume examples

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Skillful Life Insurance Agent resume

Carol Possari Schlagenhauf
Summary

Highly motivated and focused person. Strongly skilled with communication and relationship building. Able to manage time sensitive projects and new challenges while working independently and in team environments. Multi-task oriented, reliable, creative and organized. Experienced in business management and strategies. 

Experience
02/2018 to Current
Office Coordinator Kung Plastic Surgery/David S. Kung, MD, DDS, FACS Chevy Chase, MD

Handling and processing confidential patient information. Assisting with medical and dental procedures. Managing supply inventory, insurance claims and records, patient dictations and charts. Researching insurance providers to verify patient's eligibility and benefits and obtaining authorization for necessary procedures. Responding to telephone inquiries from clients, vendors and the public. Coordinating complex schedules and monthly calendar obligations for Doctors. Responsible for negotiating and closing deals with patients. Providing comprehensive administrative and clerical support. Improving organization of the daily workflow for best efficiency. 

01/2014 to 11/2017
Teacher Portuguese/English Tutor Catonsville, MD

Developed lessons and planned each day's flow to encourage maximum student learning and enrichment in the Portuguese language for kids. Scheduled tutoring appointments. 

02/2012 to 11/2013
Assistant Manager Junior's Hair Salon Ouroeste, SP- Brazil

Scheduled appointments, organized inventories, ensured the store was well maintained. Requested supplies to replenish merchandise. Delivered excellent customer service by greeting and assisting each customer. Maintained daily record of all transactions. 

03/2010 to 01/2012
Live In Nanny Au Pair in America - APIA Ellicott City, MD

Exchange student program in the USA, through the offer of work and study participation in courses to assist the development of the English language. Organized activities and maintained kids schedules. 

03/2007 to 01/2010
Customer Service Specialist/ Cashier Pernambucanas Department Store Fernandopolis, SP- Brazil

Approved or denied personal loan requests made by customers. Processed insurance policies, cashier, telemarketing, collections and billing. 

Prior Work Experience

From 1999 to 2007,  I worked multiple jobs with required skills in: 

Management: Maintained a clean and safe establishment, managed inventory, coached employees to business standards, executed payroll at a restaurant.

Education and Training
2018
Life and Health Insurance Producer License Maryland
2011
Fashion Design "Fashion Entrepreneurship" Baltimore City Community College Baltimore, MD, USA
2011
ESL/ Fashion Business Summer, The Center for Professional Studies Fashion Institute of Technology- FIT New York City, NY, USA Certificate of Achievement
2010
Fashion Design "Technical Fashion Illustration" Baltimore County Community College Baltimore, MD, USA
2010
Grammar in Action 4 Howard Community College Columbia, MD, USA Certificate of Completion
2007
Graduated with Bachelor's Degree: Fashion Design Centro Universitario de Rio Preto- UNIRP Sao Jose do Rio Preto, SP, Brazil
Skills
Fluent in Portuguese and English
Proficiency in Microsoft Word, Excel, PowerPoint
Acclimate easily to changing environments
Strong personal initiative
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Popular Life Insurance Agent resume designs

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Job-winning Life Insurance Agent resume

STEFFI WONG
Professional Summary
Self-motivated professional experienced in financial sales, customer service and the culinary industries. Looking to obtain a career in the customer service or reception industry. Accustomed to fast-paced team environments, relationship building, and closing sales. Bilingual in Mandarin & English with strong interpersonal skills. I am a reliable, dependable and motivated team player with excellent work ethic and excellent communication skills Skills Microsoft Office Multi-lined phones Reynolds and Reynolds systems ERA/ ERA Ignite Systems Detail-oriented Creative problem solver Strong interpersonal skills Strong client relations Trusted key holder Customer interface expertise
Skills
Work History
Finance Manager / Receptionist 04/2015 to Current
Sunnyvale Volkswagen Sunnyvale, CA
  • Manages a wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently Ensure superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot Routinely answers customer questions regarding merchandize and pricing Asks open-ended questions to assess customer needs Recommends new extended warranties and other vehicle protections to customers, resulting in a 72% in add-on business Maintains a friendly and professional customer interaction at all times Writes sales contracts for orders obtained and submits orders for processing Recommends loan approvals and denials based on customer loan application reviews Submits loan applications to the underwriter for verification and recommendations Compiles a database of loan applicants' credit histories, corporate financial statements and other financial information Maintains a friendly and professional customer interaction Complies with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act Answers an average of 100 calls per day by addressing customer inquiries, solving problems and providing new product information Greets customers entering the store to ascertain what each customer wants or needs Started as a receptionist.
  • Promoted to Finance Manger after two months.
Supervising Life Insurance Agent 03/2014 to 04/2015
American Income Life Insurance Company San Jose, CA
  • Negotiated prices, terms of sales and service agreements Managed a portfolio and increased sales volume by adding 42 new clients and 51000 in additional sales revenue Completed daily outbound calls, up to 8 hours per day Contacted new and existing customers to discuss how their needs could be met through specific products and services Supervised a team of 7 people and was responsible for their learning and development as well as their ability to hit daily, monthly, and quarterly goals In charge of negotiating contracts and mounting relevant documentation of past present and future clients to the main office located in Texas Perfected client relationship management skills of my own clients and those of the entire team.
Education
Associate of Arts: Paralegal Studies Current Rasmussen College - Brook, Illinois
Associate's Degree: Coursework includes Speech and Communication, Sociology and Psychology asf Coursework includes Speech and Communication, Sociology and Psychology
Coursework in Legal TranscriptionCertification of Restaurant and Hospitality Management: Baking and Patisserie Arts Classic French Baking and Patisserie Arts 2012 Cornell University - Ithaca, NY Baking and Patisserie Arts Classic French Baking and Patisserie Arts
Certificate: Baking and Patisserie Arts 2011 California Culinary Academy Le Cordon Bleu - San Francisco, CA Classic French Baking and Patisserie Arts
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Top Life Insurance Agent skills

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Experienced Life Insurance Agent resume

Gregory Ladzinske
Summary
Personable Project Manger successful at building strong professional relationships. Manages large and complex projects while maintaining high team morale and energy. Skilled mentor and mediator who excels at bringing out the best in team members.
Skills
  • Budgeting and forecasting
  • Customer relations specialist
  • Process improvement
  • Vendor sourcing
  • Relationship building 
  • Natural leader
  • Purchasing and procurement
  • Results-oriented
  • Cost reduction and containment
  • Troubleshooting
Experience
Provider Resolution Representative
December 2014 to Current
UnitedHealthcare Miami, FL
  • Completed all new hire training and received the highest adherence score in the company.
  • Earned quarterly bonuses for exceeding company expectations.
Life Insurance Agent
March 2014 to December 2014
Sagicor Life Insurance Plantation, FL
  • Florida 2-15 Licensed.
Project Manager
April 2013 to February 2014
Pediatric Associates Plantation, FL
  • Managed move of 150-person business office.
  • Managed multiple practice acquisitions.
Project Manager
November 2010 to April 2013
Turner Envirologic Deerfield Beach, FL
  • Managed mechanical fabrication of SCR systems for customers in the power industry.        
  • Managed company assets during off-site fabrication and delivery to customer sites.
Education and Training
MBA : General Management, 2006 New York University New York, NY Specialized in General Management, Marketing and Finance.
Bachelor of Science : Chemical Engineering, 1999 Georgia Institute of Technology Atlanta, GA Bachelor of Chemical Engineering, with Honors.
Activities and Honors
Charlotte's Dreams, 2013-Present
Marketing Director for Nonprofit
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