Margaret A. Workmon
Jacksonville, Florida 32226
abiv2i@r.postjobfree.com
Objective
A position in the business world requiring a self-motivated, reliable
worker able to perform both independently and in a team environment.
Summary
Twenty-five years of supervisory, clerical, data entry experience and
selling all business lines in the insurance industry. Experience includes
disability claims processing, coordinating property and casualty claims and
selling auto, homeowner, life, health and annuity products. Also
experience in selling bank products such as car financing, credit cards and
deposit products.
Professional Experience
State Farm Insurance Company, Jacksonville, Fl.
(1995-Present)
Office Manager- Select LSA-5
. Responsible for selling all lines of insurance State Farm offers.
. Daily balancing of premium deposits.
. Authorized to sign bank drafts issued in the Agent office.
. Supervised other team members in their daily work.
. Excellent telephone and customer service skills.
American Heritage Life Insurance Company, Jacksonville, Fl.
(1994-1995)
Credit Underwriter
. Approved credit life and disability certificates.
. Investigated single term premium applications.
. Ordered Medical Information Bureau reports.
. Requested and reviewed attending physician statements.
. Processed new accounts information sheet for accuracy in commissions,
rates and liability.
. Calculated and balanced seven management reports monthly.
. Utilized Micro word and Symphony data base skills.
Margaret A.
Workmon
Page 2
Professional Experience (Continued
Dependable Insurance Group, Jacksonville, Fl (1990-
1994)
Credit Life/Disability Insurance Claims Adjuster
Property & Casualty Coordinator
Data Entry Operator II
. Investigated and adjusted credit life/ disability claims.
. Authorized draft authority of $2,500.
. Collected commissions from agents on cancellations.
. Calculated cancellations and refunds by using the Rule of 78's.
. Performed data entry on AS/400.
. Communicated with managing general agents, sub-agents and claims
adjusters on specific claims.
. Balanced monthly credit life/disability reports.
. Handled telephone inquiries.
. Approved computer tapes and drafts for errors on a weekly basis.
. Assisted in two relocations of company into smaller facilities.
. Provided reports to accounting in a timely manner.
. Assisted outside auditors with reviewing claims and policy
cancellations.
. Operated 10 key by touch.
. Utilized WordPerfect and Lotus data base skills.
George Washington Life Insurance Company, Jacksonville, Fl. (1986-
1990)
Claims Clerk/Data Entry
. Prepared letters and processed insurance claims.
. Requested status for individual policies.
. Responded to telephone inquiries.
. Acquired the knowledge of policy terms and conditions.
. Directed incoming claims to the appropriate files.
Education
A.A.S. Degree, Social & Rehabilitative Services
Life Health Variable Annuities License #215
General Lines Agent License #220
Completed Introductory to Property & Casualty Insurance Course- Ins.
101