Customer Service Sales

*** ********* ***** • Palmyra, VA *****

443-***-**** • ******************@*****.***

Profit-focused, enthusiastic professional and Bachelor’s Degree in Finance candidate eager to

offer knowledge gained from current academic endeavors, as well as proven Sales, Client

Consultation, Strategic Analysis, Money Management, Administrative Support, and Customer

Service experience, toward optimizing an employer’s bottom-line.

PROFILE QUALIFICATIONS

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• Top-performer who develops, analyzes, and interprets statistical data to attain maximum profits in

coordination with objectives.

•Integral leader who makes solid financial decisions to reflect positively on business productivity and

company well-being.

• Ambitious self-starter who boasts success leading a start-up Investment Club which gained up to 9

members within a short period of time, researched individual companies to boost results, and grew stocks /

real estate investments by 20% annually.

•Excellent communicator who seamlessly interfaces with all business representatives and clientele through

to executive level.

• Proficient multi-tasker who demonstrates superior attention-to-detail and sharp analytical abilities.

EDUCATION & RELEVANT COURSEWORK

Bachelor’s Degree in Finance (In Progress 110 Credits Completed) STRAYER UNIVERSITY

Business Finance Financial Mathematics, Capital Budgeting, Financial Analysis,

Acquisitions,

Cash Operations, Long-Range Budgeting, Capital Costs, Funds Sources

Short- / Long-Term Capital, Financial Markets, Financial Control

Financial Markets & Institutions Financial Intermediaries, Transaction Types, Source Analysis,

Commercial Banking, Banking Regulations

Marketing Principles & Concepts Marketing Strategy Development, Domestic / International Markets,

Product / Price / Promotion / Distribution

PROFESSIONAL SYNOPSIS

Underwriter Service Assistant

STATE FARM INSURANCE, CHARLOTTESVILLE, VA 2005 – PRESENT

Utilize broad scope of industry knowledge toward responding to client billing concerns and resolving

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key challenges to include retrieving comprehensive policy data, inputting entries / transactions, and

reviewing / processing policy changes.

Collects financial and statistical information to aid underwriters in the processing application for

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insurance and submit documentation to the Department of Motor Vehicles (DMV) regarding FR-44’s and

FR-19’s.

Play a vital role in ensuring seamless underwriting processes by effectively training new agents and

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staff, along with proactively supporting management with special projects as a valuable team player within

a fast-paced, call center environment.

Expertly apply cash to accounts to guarantee the appropriate application of misapplied monies as

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required.

Known as a top performer for incoming calls and processing transactions.

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Consistently receives numerous nominations for excellence in customer service and productivity.

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Sales Representative

PRE-PAID LEGAL SERVICES, BALTIMORE, MD 2002 – 2007

Achieved advantageous sales of diverse pre-paid legal insurance by delivering results-focused

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presentations, ascertaining specific client needs, and providing objective plan consultations while

maintaining high-quality customer service at all times.

Driven bottom-line results by regularly meeting and / or exceeding net sales and subscriber revenue

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goals.

Claims Service Assistant

STATE FARM INSURANCE, SILVER SPRING, MD 1998-2005

Prepared new claim applications and ensured all relevant information and detail was keyed accurately

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for the investigation of claims within a fast paced, team environment.

Issued payments, estimates, form letters and other correspondence to policyholders.

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Retrieved and stored documents of a sensitive and confidential nature through manual and automated

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systems.

Provided assistance to claim handlers by performing a variety of support services.

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