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Yyyyyy x. yyyyyy

2361 E. Van Oker St. Meridian, ID  83646 ~ (xxx-xxx-xxxx ~ abc@xyz.com

                                       Profile                                     

 

Analytical and skilled professional with solid and transferrable skills that would greatly assist any organization as an Executive Assistant. Highly adept in many facets of Office Support & Administration; provider of excellent customer service including active listening, analysis, empathy, problem identification and resolution.

-        Skilled in supporting professionals with demonstrated excellence in administrative functions including managing calendars, streamlining internal functions, and interacting with clients.

-        Dynamic organizer; expertly handle multiple clients concerns with minimal error and consistent accuracy.

-        Prominent relationship builder, able to magnify the benefit of mutual relationships with professionals within a multi-level organization.

-        Qualified leader quickly promoted through progressive career because of strong ability to produce results individually and as part of a team.

-        Technical competencies include Microsoft Word and Excel; 88 words per minute. 

 

                                    Career Path                                  

 

Crossroads Insurance, 2006 to present

Insurance Sales Representative, Boise, ID

         Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

         Sell various types of insurance policies to individuals on behalf of insurance companies, including life, health, disability, and long term care. 

         Customize insurance programs to suit individual customers, often covering a variety of risks.

         Explained features, advantages, and disadvantages of policies to promote sale of insurance plans.

         Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured and to discuss any existing coverage.

         Perform administrative tasks, such as maintaining records and handling policy renewals.

         Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Key Accomplishments:

-        Created membership handbook for the National Association of Insurance and Financial Advisors for the Boise area.

-        Completed the LILI (Leadership in Life Institute) course through National Association of Insurance and Financial Advisors. C growing business

 

Corporate Benefit Services, 2004 to 2005

Trust Administrator / Office Coordinator, Boise, ID

         Implemented corporate and departmental policies, procedures, and service standards in conjunction with management for insurance firm focused on 419 Welfare Benefit Plans.

         Recruited, interviewed, and selected new employees.

         Researched, compiled, and prepared reports, trust documentation, correspondence, administrative binders, and other information required by management.

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         Resolved client concerns and answered' questions regarding insurance policies.

         Engaged in administrative tasks and client relations and ensured adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.

         Supported outside sales staff and delivered stellar client relations when called upon.

Key Accomplishments:

-        Integral participant in office rollout and staff growth from 1 to 3 staff members and sales tripling in only 3 years.

 

John Hepworth C Northwestern Mutual Life, 1989 to 2003

Associate Financial Representative / Office Manager, Boise, ID

         Ensured repeat business by maintaining focus on client relations and remaining a consistent point of contact for clients to address existing or future account management concerns.

         Handled administrative tasks such as calendar maintenance, transcription, and file management. 

         Collaborated with legal and financial professionals in the execution of buy-sell agreements, irreversible life insurance trusts, and retirement planning.

         Oversaw recruiting, hiring, training, and subsequent management of internal staff.

         Utilized fiscal knowledge to accurately process payroll and review bookkeeping ledger entries.

         Refined internal administrative operations procedures and suggested changes when necessary.

         Organized a customized file management system to promote efficiency during sales process.

         Supported successful executive as his Marketing Assistant responsible for scheduling at a minimum 21 sales appointments weekly.

Key Accomplishments:

-        Key figure with impact on the quadrupling of client base and revenue.

 

Additional experience as an Associate Insurance Assistant

 

                          Professional Development                       

 

  • Idaho Insurance License
  • Oregon Insurance License
  • Certificate, Leadership in Life Program -  National Association of Insurance and Investment Advisors

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yyyyyy x. yyyyyy

2361 E. Van Oker St. Meridian, ID  83646 ~ (xxx-xxx-xxxx ~ abc@xyz.com

 

 

<Date>

 

<<First Name>> <<Last Name>>

<<Title>>

<<Company>>

<<Street Address, Suite #>>

<<City, State Zip Code>>

 

Dear <<Courtesy>> <<Last Name>>,

 

My 15+ years of experience leads me to believe that I should become a successful addition to <<Company>> as a <<Position>>. As you review my career history as demonstrated in the attached r sum , you are sure to see my familiarity with all aspects of insurance sales and office management at the executive-level. Professionalism and tact effectively combine with my education and expertise to produce a strong executive support professional that delivers undeniable results.

 

My ability to communicate effectively both orally and in writing within a corporate environment is strengthened by the use of PCs and relevant software. Along with typing at the rate of 80 net words per minute, I correctly compile and maintain confidential information and records. I exercise initiative and work independently, applying sound judgment, discretion and establish priorities accordingly. Within the insurance industry, my success derives from the consistency of creating lasting relationships with people from diverse cultures and professional backgrounds. Past projects under my management exemplify a high degree of character, integrity alongside shrewd business acumen. Even when training other professionals my goal is always to achieve maximum motivation, teamwork, and efficacy.

 

My aptitude for evaluating complex problems and reviewing related information to develop viable solutions would be of great use to your organization. Let s discuss how my skills can help in meeting the goals and objective of your organization. Until then, should you have any additional questions feel free to contact me at your convenience.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

Enclosure

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