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
