Customer Service Insurance Agent

****FOXON RD. NORTH BRANFORD, CT. ***** Telephone: 203-***-**** E-mail:

****.******@*****.*** Lisa Lee

OBJECTIVES To obtain a position of responsibilities that

utilizes my skills and experience and keen to work

in an environment where I can enrich my knowledge.

EXPERIENCE FINANCIAL SERVICE REPRESENTATIVE (FSR)

TD Bank; New Britain, CT

2011-Present

Produces insurance and retirement policies as a

licensed insurance supervisor.

Serves as key TD Wealth referral champion for

clients.

Utilizes NMLS (National Mortgage Licensing System

and Registry) for production and servicing of

loans.

Develops large credit and loan products from

production to closure through mediation as a FSR

agent.

Provides exemplary customer service through selling

and cross-selling a wide range of banking products,

investments and insurance plans to new and existing

clients.

TUTOR

Aux 3 Pommes; Guilford, CT

2011-Present

Educate Mandarin to both children and adults as a

secondary language.

Prepare and deliver lesson plans across a range of

age groups and classes.

Markets the school through participation and

contribution to language training sessions.

CUSTOMER SERVICE REPRESENTATIVE (CSR)

2010-2011

TD Bank; Durham, CT

Assists customers with daily banking needs.

STUDENT ADMINISTRATIVE SPECIALIST

2005-2009

Asian American Cultural Center; Storrs, CT

Coordinated the Annual Senior Banquet.

Oversees and supervises the program and conference

rooms during events and organization meetings.

EDUCATION UNIVERSITY OF CONNECTICUT

Storrs, CT - Bachelor of Arts in Statistics

SKILLS

Fluent in written and spoken Mandarin Chinese.

Licensed Life and Health Insurance agent in the

state of Connecticut.

Certification with National Mortgage Licensing

System and Registry (NMLS).

Adept at Minitab, R project for statistical

computing, SAS, and IBM SPSS predictive analytics

software.

Proficiency in Microsoft Office Suites.

.

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