Insurance Account Executive
Resume:
*** ** ***** ***** **** port st lucie, fl *****
Phone 787-***-****. E-mail **********@*****.***
ngel T. L timer
objective
Pursue a position in accounting. I believe that my experience in
audit and in the banking industry can be an asset and contribute
to the development of an accounting firm.
Professional experience
Dec 07- Present Dulles Insurance, Inc
Leesburg, VA
Account Executive
Generate new customers through the use of targeted leads,
referrals, field prospecting and direct contact with individual
& small businesses
Provide our policyholders with the right protection,
at the lowest possible cost, with a quality service
(Life, Annuities, Auto, Home & GL's & Work's Comp)
Servicing accounts
Claims
Review and establish current/future life insurance & retirement
plans
Jan 03 - Jan 07 Banco Popular de Puerto Rico
Mayag ez, P.R.
Bank Representative
Execute Bank Teller functions
Worked on sales of bank's various financial products
Provided Customer Services
Guided the customer on the bank's products and services
beneficial to them
Feb 04 - Jan 05 CPA Lourdes D az & Asociados
Mayag ez, P.R.
Staff Auditor
Conducted audit procedures for different industries (such as
Engineers and construction firms)
Assisted in the planning and scoping of the audit
Conducted special projects and investigations
Education
Universidad Metropolitana, Aguadilla, PR
Bachelor's Degree in Business Administration, Accounting 2006
REGISTRATION & LICENSES
Certified by the Virginia Bureau Of Insurance, Life and Annuities
License
Certified by the Virginia Bureau Of Insurance, Property and
Casualty License
Currently preparing for CPA Examination:
FAR, Examination date: April 30, 2010
AUD, Examination date: June 11, 2010
BEC, Examination date: July 31, 2010
Skills
Knowledge in Computerized Accounting (Peachtree Accounting,
QuickBooks, Go System Audit). Knowledge in Microsoft Office
(Word, Excel, Power Point, Outlook). Knowledge of TAM System
Bilingual, Spanish / English
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