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Chemical Engineering Life Insurance

Manhattan, New York, 10001, United States
November 03, 2018

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New York, NY




• Bachelors of Science in Chemical Engineering

• Minor in Applied Economics and Management

• Active NYS Life Insurance and NYS Travel Insurance Licenses SKILLS

• Skilled programmer, specifically with VBA, SQL, Python, Matlab, and Java

• Proficiency with Wolfram Mathematica, R, MathCad, @Risk Software, and ArcGIS

• Advanced user of Sage ACCPAC, as well as Microsoft Office, and Adobe Products WORK EXPERIENCE

NEW YORK LIFE November 2017 – Present

Financial Services Representative

• Developed leads obtained through direct referrals, lead databases, and cold calling, among other methods.

• Conducted client interviews to determine specific needs, goals, and gaps in financial plans.

• Created customized financial plans to meet client’s goals and aspirations.

• Continually reviewed existing policies to keep information current and uncover new opportunities. NATIONAL INCOME LIFE July 2017 – September 2017

Insurance Agent

• Promoted and marketed services to prospective clients resulting in expanded sales territory and business

• Calculated premiums and established payment methods for sales.

• Developed leads obtained through direct referrals, lead databases and cold calling.

• Met with prospective customers and business owners in their homes, businesses and other settings

• Conducted reviews of existing policies to update information and offer new products and services. AMAZON MECHANICAL October 2012 – April 2015, March 2016 - Present Independent Contractor

• Achieved an overall approval rating greater than 99.8% from MTurk requesters.

• Helped researchers develop more sophisticated AI completed Human Intelligence Testing

• Identified and helped correct weaknesses in website design and functionality as a beta tester. AON AFFINITY'S TRAVEL PRACTICE April 2015 – January 2016 Client Data Representative

• Developed programs in VBA to speed up and improve the accuracy of data manipulation and processing

• Developed scripts to automate the creation and distribution of reports within AON and to clients.

• Ran, streamlined, and increased the reliability of the claims pay system saving time and reducing errors

• Evaluated and assisted in the redesign of how data was processed and stored for AON’s largest client.

• Trained employees in procedure, process flow, and how to optimize efficiency using Microsoft Excel ACTIVITIES/INTERESTS

• American Institute of Chemical Engineers (2008-present)

• Cornell Club of Long Island (2012-present)

• Quality Assurance Evaluation

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