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Yyyyyy x. yyyyyy                                               

                                                                                       0000 xxxxxx xxxx , xxxx , xxxxx 00000



Business Development / Insurance Services / Call Center Executive


Senior Operations and Business Development Executive with expertise specifically related to driving and expanding business, financial analysis, increasing bottom-line revenues, developing and fostering client relations, and team development practices eager to contribute to the success of a progressive company. 


Cross-Functional Leadership

Unified Sales Processes

Product Development

Coalition Building

In-depth Market Analyses

  Client Retention Strategies

  Client/Distribution Cultivation

  Account Management

  Training & Development

  Process Improvement

  Insurance Regulations

  Product Presentation Skills

  Underwriting Experience

  Referral Base Expansion

  Quality Assurance Practices


Qualifications Profile


n In-depth relationship cultivation expertise with the ability to work independently on multiple projects simultaneously with specialized knowledge of client services and call center management, underwriting expertise,  outside sales methodologies, insurance policies and regulations, extensive business and financial acumen, various product applications, client development practices, product presentation skills, as well as forming collaborative relationships both internally and externally.

n Competent leader and mentor who is able to create a team environment, including building collaborative relationships and training peers to perform at maximum efficiency,

n Consistently focus on ensuring development of high-standard client delivery methodologies. 

n Comprehensive understanding of the business development arena due to hands-on application regarding information management, communications, and marketing practices.

n Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

n Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.


Functional Competencies


n Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant client issues in a proactive manner. 

n Create culture of leadership, provide incentives for exceeding goals, and foster professional development of the team.

n Work to standardize cross-departmental protocols between various departments in order to break down silo mentality and increase knowledge sharing and increase revenue growth and client retention.

n Skilled at managing multiple projects simultaneously and efficiently.

n Fluent in English and Spanish.

Academic Training & Additional Information


n General Business Major, University of Texas

n Additional Training and Development: Management/Supervision, Performance/Project Management,  Sales Leadership, Teambuilding, Effective Communications, and eCommerce Strategy

n Technology Skills: MS Office (Word, Excel, PowerPoint, Outlook); Lotus Notes; CRM and Call Center Technologies

n Licenses: Life and Health (25 states) / Life Insurance Agent (nationwide)

n CRPC (Chartered Retirement Planning Counselor)




Select Achievements


n Ranked as #1 manager company-wide for top policy sales (out of eight managers total). Contributed to an increase in production of over 300%.

n Demonstrated strengths in quickly mastering new industries and products. Joined firm without an insurance background, earned multi-state life insurance licensure and CRPC designation within first three months, and rapidly elevated revenues to historic highs.

n Hired, trained, and developed agent sales force, building a top-producing team able to thrive within high-volume environment (with all agents closing a minimum of 15 policies per month).

n Served as location s de-facto manager from day one of joining firm. Put all reports into place and established the majority of standard operating procedures to ensure the successful startup and explosive growth of center.

n Established metrics to measure/monitor individual sales performance. Instilled accountability for corporate goal attainment and motivated agent force to peak production as a result.

n Achieved one of the lowest turnover rates company-wide, groomed several staff members to achieve promotional advancement, and earned commendations for teambuilding success.


Professional Career Track


Disability Marketing Specialist, Eugene Insurance Agency                                                2008-Present

n Primary responsibilities include: Act as Analytical Consulting Specialist related to Disability Products to Brokers and Financial Advisors for their clients. Work directly as field-underwriting expert to present articulate product demonstrations.

n Price illustration with riders when shopping the markets and articulate key differentiators in programs. T

n Make recommendations related to which companies most viable according to specific client needs.

n Train brokers on Disability Income, Key Person and Business Overhead Expense and Buy Outs as well as analyze marketing plans and sales strategy developments to expand client practices.


Assistant Manager (Customer Center, Sales, and Service), S.USA Life Insurance Co.        2006-2008

n Primary responsibilities included: Trained, coached, and supervised sales and service staff within call center setting, managing a nine-member team comprised of sales/service supervisor, seven life insurance agents, and administrative staff.

n Directed day-to-day operations, including call center metrics, scheduling, transaction management, and data analysis/reporting.

n Maintained productivity to achieve established sales and service goals, with responsibility for developing/coordinating sales campaigns and company branding events to generate leads; assigning leads to agents and closely monitoring progress throughout the sales cycle; leading all business development activities (new business, up-sell, cross-sell); and resolving escalated customer issues.


Assistant Vice President of Customer Relations, La Salle Bank & ABN Ambro Bank NV     2000-2004

(Rapidly promoted from Manager to Vice President during tenure)


n Primary responsibilities included: Created business/market strategies and tactical action plans to grow deposits under management for an $80M branch.

n Interfaced extensively with private equity clients, attended to and resolved escalated issues, and approved checks for commercial clients.

n Cultivated loyal relationships with client base and met with bankers weekly to track their progress/strategize next steps in gaining new business.


Assistant Manager (Retail Division), Banco Popular NA                                                                      1998-2000

n Primary responsibilities included: Co-managed daily branch operations and a peak team of 27 employees

n Earned fast-track promotion from mortgage banker to assistant manager due to commended leadership, strong fiscal/management acumen, and excellent customer service skills.

n Launched networking events that captured increased business from the Spanish community, and subsequently hired and trained more bilingual employees to service the new business.

n Removed process bottlenecks, increased efficiency/productivity, and elevated customer satisfaction by reorganizing systems/processes and initiating cross-training program.


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