Customer Service Insurance
Resume:
David DeMelo, CPCU ** Charles St
Natick, MA *****
***********@*****.***
summary
Insurance professional with 10+ years of experience maximizing profit for my companies by managing client relationships, facilitating client retention, and identifying and initiating new opportunities that benefit clients. Seeking to grow my career through a position in underwriting and/or commercial lines. skills, licenses & certifications
• Experienced with products and
underwriting guidelines at over 30
companies
• Superior client service skills
• Licensed in MA for Property &
Casualty, Life & Health, Variable Life
• Chartered Property Casualty
Underwriter (CPCU)
• AMS360 CRM system
• Microsoft Office
• Winrater
• Massachusetts Computerized Vehicle
Registration (CVR) system
• Various proprietary insurance systems
• Associate in General Insurance (AINS)
• Past series 6 and 63 licenses
• Currently pursuing ARM designation
industry experience
Account Manager II, Eastern Insurance, Natick, MA 2014-present
• Manage book of clients (50,000+) to facilitate client retention through comprehensive customer service and education focused on personal insurance needs.
• Analyze and evaluate customer needs and coverage within the underwriting guidelines of various companies to provide products that help customers meet their insurance goals.
Financial Services Representative, MetLife New England Agency, Lowell, MA 2012
• Identified and pursued sales growth through a process-oriented and consultative approach to address retirement security, asset protection and wealth management strategies for clients.
• Built and maintained a portfolio of clients through self-directed marketing and prospecting utilizing various data and marketing systems. Group Auto and Home Insurance Consultant, MetLife, Warwick, RI 2005-2012
• Twice recognized as a national sales leader within the company, consistently achieving over $800,000 in new premiums per year.
• Maintained a loss ratio of less than 40%.
• Partnered with Underwriting as part of a small team to facilitate intergroup communication and identify opportunities for sales growth and market development.
Group Customer Service Representative, MetLife, Warwick, RI 2004-2005
• Exceeded targets for customer referrals and retention by providing high quality customer service to group clients to ensure client satisfaction among high value client segments.
• Evaluated policies in light of customer needs and questions and research and resolve client questions and issues.
other experience
Studio Artist, 2000-present
Various Visiting Artist and Faculty positions, 2000-2005 education
MFA, The Ohio State University, 2000
BFA, Kansas City Art Institute, 1997
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