604 Harmony Lane, Pleasantville, CA 94566, (925)-555-1234, firstname.lastname@example.org
Insurance professional with 15 years experience in agency management, client consultation, and sales training. Reputation for thorough knowledge of insurance products, company policies and procedures, and insurance information systems. Trusted advisor to clients – recognized for proactive sales consultation and efficient claims processing. Computer expertise includes Lotus Notes email and scheduling, Microsoft Office, Oracle, and Microsoft Project.
Trained sales force of insurance agents on procedures and products, achieving a significant increase in new business.
Developed and marketed new insurance products in order to expand existing accounts.
Saved company millions of dollars in potential losses by identifying high risk exclusions based on extensive research.
Provided prompt, courteous, and knowledgeable customer service and earned a loyal clientele.
Trained over 85 associates in new computer system enabling them to transition to a paperless filing process.
TRISTATE INSURANCE AGENCY, Atlanta, GA
Claims Representative 2006 to Present
Managed an active monthly caseload of 200 clients. Interviewed clients and determined eligibility. Supervised staff of 85, including claims adjusters and examiners, agents, and clerical support staff. Applied and maintained computer technology to modernize processing operations.
Opened the lines of communication between offices by spearheading and serving as editor-in-chief for the first monthly newsletter distributed to 400 employees.
Developed a formula and trained more than 40,000 employees nationwide via interactive video teleconferencing to understand, track, and correctly identify overpayments.
Received the second most prestigious award, the Deputy Commissioner‘s Citation, for the training contribution.
Served as a trainer/mentor for new hires, teaching practical applications and maintaining quality control.
NORTHERN GEORGIA INSURANCE, Atlanta, GA
Claims Examiner 2003 to 2006
Inspected policyholder property to verify terms of coverage and estimate property value. Performed 10-12 daily interior and exterior inspections to evaluate property for liability and fire hazards. Provided agents with information about potential additional lines of coverage. Assisted adjusters with claims processing.
Maintained database of carrier guidelines for claims processing to advise adjusters on procedures.
Analyzed new products and areas of coverage to recommend viability of new business.
Initiated regular cross-functional team meetings to troubleshoot complex policies and claims.
Reported to partners on activities and risk levels by policy type, resulting in a 15% reduction in high risk exposures.
PEACHTREE INSURANCE GROUP, Atlanta, GA
Underwriter 1998 to 2003
Oversaw sales and marketing activities for second largest territory. Achieved superior loss ratio. Reviewed ISO circulars and made appropriate recommendations. Successful direction of teams of account specialists, underwriters, and managers of group insurance accounts. Hired, trained, motivated, and retained valuable talent.
Received numerous honors, including Employee of the Month, and Master Underwriter.
Created training materials and conducted various Group Universal Life classes to increase knowledge of sales staff.
Produced materials and delivered training to support renewal of underwriters‘ licenses.
Motivated and mentored sales persons on financial, underwriting, and risk selection to improve customer service.
BAKER AND BAKER, Augusta, GA
Insurance Agent 1994 to 1998
Wrote policies and processed claims for Georgia Life Insurance Company. Provided insurance and investment counsel to clients, receiving National Quality Award for three years. Maintained thorough records of sales and database of client information.
Achieved sales volume to qualify for the Million Dollar Round Table, an international industry organization recognizing the top 5% of agents.
Focused on reputation for quality personal service to increase referrals.
Developed insurance and investment targets based on actuTimes New Roman data to advise clients on financial plans.
EDUCATION AND TRAINING
Bachelor of Arts (Psychology), 1994
Atlanta College, Atlanta, Georgia
Minor: Business Management
Professional training in:
Merchants Insurance Group – Courses in Property, Casualty, Reinsurance, and Public Relations
CPCU Training – Parts I, II, VII, and IX
Allstate Insurance Company – Interior/Exterior Property Inspection
Computer training – Windows 2000, Lotus Notes, Office 2000, Oracle, and Microsoft.
Two-term President of Atlanta Lions Club
Volunteer for American Heart Association
Fundraiser for American Cancer Society