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Customer Service Insurance

Location:
Grass Lake, Michigan, United States
Posted:
November 02, 2018

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Resume:

Aaron N. Lansky

**** ***** **** **** * Grass Lake, Michigan 49240

734-***-**** * ac7k12@r.postjobfree.com

Degreed Accounting Professional

Accounting * Commercial Insurance * Banking

Specific accounting experience includes bank branch audits with State regulators, commercial account audits, account/cash justification, and working with bank accounting departments on branch balancing.

Exceptional communication and interpersonal skills; able to teach, coach, mentor and motivate

team members to come together, reach a consensus, and achieve all stated objectives.

Track record of successfully hiring/training/supervising/evaluating employees.

Strong computer skills, including Microsoft Office (Excel/PowerPoint/Outlook/Word) and

familiarity with Peachtree and other Accounting Software.

Specific Areas of Expertise

Administration * General Ledger Accounts * Auto/Property/Workers Compensation Insurance

Customer Service * Insurance Underwriting * Checking/Savings/CD/IRA Accounts

Bank Branch Management * Select Employee Group Enrollments * Marketing

Payroll * People Management * Account Pro-rating

History of thinking outside the box; adaptive to new/exciting situations by quickly learning

visually, verbally and/or interpretively.

Team oriented, yet able to work well independently with limited supervision.

Motivated; positive; dedicated; hard working; people-oriented.

EDUCATION / CERTIFICATIONS / TRAINING

Bachelors in Accounting, University of Phoenix, GPA 3.16/4.0, 12/2014

Membership Services Certification, Michigan Credit Union League (MCUL)

Training in Ethics, Confidentiality & Distribution of Funds, MCUL

Additional training regarding position as Sexual Harassment Coordinator for

Huron River Area Credit Union

Michigan Property & Casualty License 2015

Aaron N. Lansky, page 2

PROFESSIONAL EXPERIENCE

Richmond Agency – Jackson, MI 10/2016 – Current

Commercial Lines Account Representative

Responsible for business development & building customer relationships for new commercial insurance prospects.

Sold automobile, property, Workers Compensation & general liability insurance products.

Responsible for all Commercial Account Audits; processed existing policy changes.

Performed policy/coverage audits.

Assisted personal lines staff with home/auto/umbrella policies.

Insurance Planning Service – Livonia, MI 7/2015 – 10/2016

Account Executive

Responsible for business development & building customer relationships for new commercial

and Personal insurance prospects.

Sold automobile, property, Workers Compensation & general liability insurance products.

Responsible for all Commercial Account Audits; processed existing policy changes.

Performed policy/coverage audits.

Assisted personal lines staff with home/auto/umbrella policies.

C & M Insurance Services, Inc. – Ann Arbor, MI 9/2008 – 1/2015

Commercial Lines Account Representative

Responsible for business development & building customer relationships for new commercial insurance prospects.

Sold automobile, property, Workers Compensation & general liability insurance products.

Responsible for all Commercial Account Audits; processed existing policy changes.

Performed policy/coverage audits.

Assisted personal lines staff with home/auto/umbrella policies.

Chase and Lunt Insurance Agency – Newburyport, MA 7/2007 – 7/2008

Commercial Lines Account Representative

Business development & sale of new commercial insurance policies.

Acted as liaison with Underwriters for policy/coverage problem resolution.

Finn’s JM&J Insurance Agency, Inc. – Ann Arbor, MI 7/2004 – 7/2007

Commercial Lines Manager

Responsible for sale of full range of commercial insurance products.

Worked directly with 9 Producers to increase account retention & business growth.

Comerica Bank – Ann Arbor, MI 6/2003 – 7/2004

Customer Service Administrator

Responsible for all branch account balancing & ATM operations.

Specific responsibilities included cross-selling, referrals & all new accounts.

Key member of the satellite branch location opening team.

Huron River Area Credit Union – Chelsea, MI 8/1994 – 6/2003

Branch Manager

Responsible for full branch management.

Specific involvement included general ledger account balancing, ATM accounts, all teller cash drawers, and cash & traveler check accounts.

Handled all Branch Audits with State of Michigan.

Worked with Accounting Department on payroll postings.

Managed 5 employees; hired all staff; provided training and employee reviews/evaluations.

Assisted Accounting Department in balancing other branch locations.

Performed all Select Employee Group enrollments; visited area businesses and organizations to promote Credit Union.

Promoted to Branch Manager after earlier responsibilities as:

Branch Supervisor

Membership Service Representative

Operator/Teller



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