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Independent Insurance Agent Resume

3.00/5 (Submit Your Rating)

West Central, PA

SUMMARY:

  • Six Sigma Certified, talented and accomplished Management professional with experience in Technical Support, Business Operations, Business Development, Recruiting, Training, and Customer Service.
  • Adept at implementing, modifying, and administrating MS Dynamics ERP solutions, as well as team building, vendor management and professional development.
  • Extensive familiarity with relationship management, process improvement and program development.

SKILL:

  • Exceptional interpersonal, written and oral communication skills
  • Superior resolution and decision - making skills
  • Comprehensive computer skills including Microsoft Office Suite and business/ERP systems software
  • Strong understanding of networking infrastructure (LAN, WAN, VPN) and protocols (TCP/IP, WINS)
  • Process driven and detail oriented
  • Able to organize, prioritize and work under extreme work pressure, heavy workloads and conflicting deadlines
  • Demonstrated ability to probe, analyze, and articulate complex subject matter to be easily understood by a variety of audiences

WORK EXPERIENCE:

Independent Insurance Agent

Confidential, West Central, PA

Responsibilities:

  • Conduct both in - home and group presentations and provide detailed explanations of policy guidelines and benefits to clients and their families
  • Consistently exceed carrier expectations for production levels and accuracy
  • Maintain up to date knowledge of underwriting guidelines for 12 different carriers on multiple lines of business
  • Motivate new sales agents through coaching and explaining industry process and procedures
  • Builds business and improves profitability by identifying new target markets, establishing and nurturing customer relations, and generating innovative marketing strategies

Consultant/Support Desk Supervisor

Confidential, Amherst, MA

Responsibilities:

  • Managed MS Dynamics GP, MS Sharepoint, and Paramount Workplace environments in a 50-90 user environment
  • Coordinated and implemented solutions to improve functionality of existing GP modules in the workflow process
  • Developed SQL scripts to report on GP data for Open AR/AP, GL Balance, Vendors, Customers and Banks
  • Developed Smartlist templates to assist end users with reporting requirements
  • Coordinated tasks collaborating with project managers, software developers, vendors and clients during numerous project lifecycles
  • Assisted ERP Manager in the implementation of MS Dynamics (including data migration, user setup, security setup, testing and issue tracking)
  • Acted as SME for diagnosing and resolving difficult issues across all modules of GP 2013 (financial, distribution, payroll, project accounting, sales, and manufacturing)
  • Developed extensive training programs and manuals to assist new hires in using GP to perform their job duties
  • Provided escalated support to the Help Desk and Client Support teams to resolve advanced ERP application, operating system, deployment and hardware issues
  • Recruited, hired and trained new talent for the Support Team
  • Documented areas of improvement and coached employees on achieving both personal and professional development goals
  • Monitored service level agreements and ensured requirements were met
  • Planned, budgeted, staffed and documented all phases of all assigned projects
  • Coordinated internal resources and third parties/vendors for the flawless execution of projects
  • Ensured that all projects were delivered on-time, within scope and within budget
  • Prepared monthly support usage documents and client invoices

Caregiver

Confidential, Johnstown, PA

Responsibilities:

  • Supported patients by providing housekeeping and laundry services; shopping for food and other household requirements; prepared and served meals and snacks; ran errands
  • Assisted patients by providing personal services, such as, bathing, dressing, and grooming
  • Monitored patient condition by observing physical and mental condition, intake and output, and exercise
  • Helped patients care for themselves by teaching use of cane or walker, special utensils to eat, special techniques and equipment for personal hygiene, etc.
  • Educated family members on care for the patient by teaching appropriate ways to lift, turn, and re-position the patient; advised on nutrition, cleanliness, and housekeeping
  • Recorded patient information by making entries in the patient journal; notifying nursing supervisor of changing or unusual condition s

Customer Service Representative

Confidential, Johnstown, PA

Responsibilities:

  • Provided exceptional customer service via telephone in a high-volume call center setting
  • Consistently awarded for lowest AHT, schedule adherence, and providing FCR to the customer
  • Adapted communication style to provide clear and concise information to the customer
  • Performed basic claims analysis using the COSMOS platform
  • Accurately relayed information pertaining to benefits and limitations of five different health plans, as well as dental, vision and pharmacy benefi ts
  • Assisted in the training and development of new employees

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