Project Manager Insurance Agent

DOUGLAS H. RICHARDSON

**** **** ****

***********@*********.***

Commerce Township, 248-***-**** (Mobile)

Michigan U.S.A. 48382 248-***-**** (Fax)

CAREER OBJECTIVE

Shown below is my career experience but my goal is to make a wholesale

career change out of the insurance-commission only sales-industry.

BACKGROUND SUMMARY

. Long Term Care Insurance Agent.

. Excellent communication and follow-up skills.

. Develop plans and prioritize tasks to meet both short and long term

goals.

. Efficient use of Microsoft Office (Excel, Outlook, PowerPoint, Streets &

Trips, Word) products.

PROFESSIONAL EXPERIENCE

SELF-EMPLOYED (CUNA Mutual Group), Commerce Twp, MI 1/2011-5/2011

Protection Specialist. Sold Long Term Care and Life products to Credit

Union Members representing multiple Companies.

- Set/held appointments.

- Collected signatures/payment.

- Submitted business to each company.

- Tracked Application progress.

- Communicated with Carrier, Home Office and Customers with status

updates.

- Delivered and reviewed policies with Clients.

- Submitted final documents.

CUNA Mutual Group, Commerce Twp, MI 2/2009-12/2010

Long Term Care Specialist. Identical to above but a full time employee

of CUNA Mutual Group.

SELF-EMPLOYED, Commerce Twp, MI 9/2001-2/2009

Independent Agent. State licensed in MI & OH to offer Long Term Care &

Life Products, Medicare Supplements and Annuities all from a variety

of companies.

VUCOM NEW MEDIA, Troy, Michigan 12/1999-

8/2001

Project Manager for an interactive training and website

development company.

- Responsible for scope, budget and schedule of multiple projects

running simultaneously.

- All projects met or exceeded company profitability targets and

delivered on or ahead of schedule.

EDUCATION/CERTIFICATION

. Certified Senior Advisor (CSA) designation from Society of

Certified 2006

Senior Advisors (SCSA)

. State of Michigan/Ohio licensed for Life Accident & Health

Insurance. 2001

System ID #0262636

. Project Management Professional Cert. #11701

1998

. Walled Lake Central graduate

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