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Customer Service Life Insurance

Arlington Heights, Illinois, United States
February 01, 2018

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Patricia Draus Goodman

**** *. **** ***, ********* Heights IL 60004

Cell: 847-***-**** -


Life Insurance Agent skilled at assessing client needs and recommending protection plans.

Former Digital Marketing Business Consultant knowledgeable of ecommerce and online marketing strategies that yield the best ROI.

Former Franchise Owner/Operator skilled at managing the business from site build out to grand opening and into day to day operations. Delivered customer satisfaction to increase customer loyalty.

Former Group Underwriter/Manager with strengths in project management, benefit plan analysis and pricing of employee benefit plans for Fortune 500 companies. Highlights


Obtained life insurance license and became an independent life insurance agent.

Developed internet marketing skills and created a home based marketing and consulting business.

As a franchise owner, managed the creation of the Pump It Up of Vernon Hills Party Facility from the inception of the franchise agreement through the store build out and into the day to day operation and management of the facility.

Through effective and open communications, successfully managed and transitioned my departments through three company acquisitions while maintaining employee morale and productivity levels: Allstate to MetLife, MetLife to MetraHealth and MetraHealth to UnitedHealthcare.

Successfully led a cross functional project team to develop and implement UnitedHealthcare’s automated renewal process, for Small Business Underwriting, resulting in performance optimization. Page 1 of 3

Communication: Oral and Written

Critical Thinking

Decision Making Analysis & Problem Solving

Experience with Word, Excel and PowerPoint Customer Service Skills Patricia Draus Goodman


Independent Life Insurance Agent

April 2016 to Present

Self-Employed – Arlington Heights, IL

Develops potential clients through a referral program.

Books fact finding appointments to determine client needs.

Determines extent of present coverage and develops the needed additional protection plan.

Performs field underwriting to assess client’s insurability with insurance carrier underwriting requirements.

Calculates and quotes rates for recommended protection plans.

Completes application for coverage and obtains underwriting approval.

Delivers policy and provides on-going customer service to clients. Digital Marketing Business Consultant

June 2012 to March 2016

Self-Employed – Arlington Heights, IL

Consult with individuals and recommend products and services that support the creation and growth of online businesses.

Develop internet lead generation strategies and create online marketing campaigns distributed through social media, search engines and email.

Write and publish articles on business and personal development topics. Articles are published at:

Creator of “The Passive Income Project”; a product designed to teach individuals how to create an information product to be sold online.

Franchise Owner/Operator

June 2004 to May 2012

Pump It Up of Vernon Hills - Vernon Hills, IL

Secured franchise location and worked with general contractor to build out the site based upon franchise specifications.

Hired & managed a staff of three full-time and 25 part-time employees. Ensured compliance with franchise operating procedures including marketing and advertising. Conducted on-going customer service training for employees. Delivered customer satisfaction to increase customer loyalty. Using QuickBooks handled all bank reconciliations, financial analysis and payroll. Page 2 of 3

Patricia Draus Goodman

Experience continued

Vice President - Group Underwriting

October 1995 to April 2004

UnitedHealthcare - Naperville, IL

Responsible for the Midwest group underwriting office. Underwrote group employee medical and dental benefit plans for employers ranging in size from 100 to 5,000 employees.

Successfully managed to P&L targets while also achieving growth objectives.

Managed expenses within planned department budget levels.

Identified and implemented best practices across the underwriting office.

Built and maintained positive working relationships with field sales offices.

Successfully led a cross functional project team responsible for the development and implementation of UnitedHealthcare’s Automated Renewal Process for Small Business Underwriting. Process improvement led to increases in efficiencies in both the underwriting department and the field offices. Vice President - Group Underwriting

January 1995 to October 1995

MetraHealth - Naperville, IL

Responsible for the Midwest underwriting office handling employee health and dental benefit plans for mid-size employers ranging in size from 100-5,000 employees. Director - National Accounts

January 1989 to January 1995

MetLife - Schaumburg, IL

Managed the department responsible for underwriting and financial analysis of life, health, dental and long term disability benefit plans for all clients of our customer unit. Clients included: Sears, Allstate, Dean Witter, Coldwell Banker and American Airlines.

Conducted staff training related to changes in department policies and procedures.

Managed expenses within planned budget levels.


Bachelor of Arts : Sociology, University of Illinois at Chicago Circle - Chicago, IL Page 3 of 3

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