Customer Service Administrative Assistant

ANNE L. LARSON

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

***** ****** **., ******, ** 48088 586-***-****

OBJECTIVE:

Sales Representative Assistant or Customer Service Representative

PROFESSIONAL EXPERIENCE:

9/2001 to 7/2009 - Client Service Advisor

Schechter Wealth Strategies, Birmingham, MI

Provided customer service on individual life, disability, and long term care

insurance policies for high net-worth clients that include a customer base of over 50

families and corporations. Initial position included underwriting new business sales.

Co-established increasing level of customer service and implemented annual

policy reviews and client evaluations with Director of Wealth Servi ces. Successfully

maintain high degree of customer satisfaction and loyalty.

3/2000 to 9/2001 - Sales Assistant & Underwriting

ALCOS, Warren, MI

Assisted Producer with new business sales underwriting for individual life,

disability, and long term care. Ran product illustrations, created presentations, processed

new business applications, maintained files and client database.

6/1999 to 3/2000 - Executive Assistant

Flynn & Company, Troy, MI

Provided executive support to company President with business and personal

scheduling, new business underwriting, client presentations, correspondence, database,

and filing. Assisted other two producers and their office staff as needed.

ANNE L. LARSON, RESUME, PAGE 2

1/1995 to 6/1999 - Administrative Assistant & Case Manager

Prudential - Group Sales, Southfield, MI

Assisted three account sales representatives with life, disability, and dental benefit

new business and renewals. Performed customer service for existing accounts (claims

and benefit supplies and inquiries). Worked as case manager before office re -

organization. Maintained database and assisted in training of new administrative

assistants.

SUMMARY OF PRIOR WORK HISTORY:

1994 to 1995 - Title Processor, Shield Title Company

Troy, MI

1992 to 1994 - Administrative Assistant, Peace United Church

Detroit, MI

1987 to 1992 - Administrative Assistant, College of Creative Studies

1976 to 1982 - Detroit, MI

TECHNICAL SKILLS:

Microsoft Office (Word and Excel Spreadsheet)

Smart Office and CRM Database

EDUCATION:

1971 - Thomas M. Cooley High School (Business)

1987 thru 2000 Business Courses at Macomb Community College

Currently - LOMA - Associate, Customer Service

REFERENCES UPON REQUEST

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