Results-focused Insurance Professional with dynamic track record in driving sales, boosting profits and optimizing operations eager to contribute to the success of a progressive organization

 

Core Competencies

Client Relations ▪ Problem-Resolution ▪ Project Coordination & Implementation ▪ Research & Investigation ▪ Sales Negotiations ▪ Team Building & Leadership ▪ Scheduling ▪ Process Improvement

 

 

þ  Expertise in interpreting insurance policies and procedures

þ  Exceptional interpersonal and communication skills; consistently maintained 95% client satisfaction rates, Sand s Mortgage

þ  Strong organizational skills; developed origination forms that improved efficiency by 20%, Sand s Mortgage

þ  Proven analytical and problem-solving skills; collaborated with claims department to improve 1099 Tin System to lesson error record count by 15%, Guideone Insurance

þ  Expertise in developing solutions which result in cost-savings to the employer; created company savings of $450,000 and reduced rollout time by three weeks while executing a strategic Y2K system conversion, Guideone Insurance

þ  Technical / Computer Skills: Cobol, Microsoft Project Software, Microsoft Word, Excel & Access, Calyx Point, QuickBooks, company illustration and product knowledge (ING, Allianz, JNL, Hartford, WRL)

 

Financial Associate / Producer, LONGS PEAK FINANCIAL, Loveland, CO                        2009 C Present

Financial Associate / Producer, WORLD FINANCIAL GROUP, Loveland, CO                         2005 C 2009

  Play an instrumental role in leading team in investment product sales by building strong client relationships; oversee securities transactions and funds transfers

  Increase client investments by collaborating with customers to assess individual financial situations in order to develop strategic financial solutions

  Curb unnecessary client spending by identifying triggers and suggesting alternatives to last-minute spending as well as distinguishing between needs and wants of the client

  Create customized illustrations comparing premiums and benefits in order to facilitate client investment decisions

  Develop and present training sessions on numerous topics ranging from Life Insurance Basics to the Mortgage Process

      

Mortgage Originator, SAND S MORTGAGE, Loveland, CO                                                   2002 C 2005

  Successfully increased revenue by providing exceptional customer service while selling mortgage products; oversaw full-cycle mortgage transactions

  Effectively collaborated with clients to assess their individual mortgage situations in order to develop strategic mortgage planning solutions

  Presented the best mortgage solution to customer by comparing various companies interest rates

  Built strong business relationships as a liaison between client, processor, title company and appraiser

 

Sales Technical Support Associate, HOMEMAKER S FURNITURE, Urbandale, IA                 2000 C 2002

  Supported sales team in achieving results by providing technical support and/or product knowledge

  Promoted service excellence by conducting group and individual product and sales training sessions; remained current with all aspects of existing, new and enhanced products

 

                     

GUIDEONE INSURANCE, West Des Moines, IA                                                        
Systems Analyst, 1998-2000

  Created strategies to improve system and business efficiency in collaboration with managers and user departments

Computer Programmer, 1982 C 1998

  Interpreted insurance policies and procedures, analyzed software and implemented system changes

 

 

Management Program (Marketing Minor), UPPER IOWA UNIVERSITY, West Des Moines, IA

 

Licenses:         Life/Health Insurance ▪ Colorado Mortgage Originator ▪ FINRA Series 6 (Products) ▪

FINRA Series 26 (Supervision)

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a (INSERT ACTUAL TITLE OF TARGET POSITION) capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As demonstrated in the accompanying resume, my professional qualifications include many years of experience working in the insurance industry. While working for Guideone Insurance, I developed a strong understanding of insurance policies and procedures. My exceptional interpersonal and communication skills allow me to effectively act as a liaison between numerous parties. At World Financial Group, I was a liaison between the policyholder, agent, attorney and CPA and at Guideone Insurance, I was a liaison between directors, managers, user departments and programming staff. I am comfortable communicating with diverse clientele and all levels of management. In addition, I have proven problem-solving and analytical skills which I have used to increase work efficiencies for my employers. While working for Sand s Mortgage, I created origination forms which improved efficiency by 20%.

 

As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

 

Kathleen Smith