Wendi R. Baker

acd3ny@r.postjobfree.com

**** ****** *****, *******, ** 19095

215-***-****

CNO, Financial, Inc., Philadelphia, PA

Customer Sales Representative – 03/2010 to present

* ****** and verify client information to satisfy H.I.P.P.A. regulations

4 Re-familiarize clients with and answer questions about their life insurance

products.

5 Process premium payments, reinstatements of policies and other requests as

needed.

6 Introduce and cross-sell available insurance products.

7 Enroll prospects into insurance plans.

AEGON Direct Marketing – Exton, PA

Licensed Agent – 04/2009 to 02/2010

8 Obtain and verify client information to determine product availability.

9 Re-familiarize clients with and answer questions about their life insurance

products.

10 Process bill payments and reinstatements of policies and other requests as

needed.

11 Introduce and cross-sell available insurance products.

12 Enroll prospects into insurance plans.

Corporate Call Center – Blue Bell, PA

Licensed Agent – 09/2008 to 02/2009

13 Obtain and verify client information to determine eligibility.

14 Provide senior sales plan information to prospective clients.

15 Introduce clients to and answer questions about Medicare Benefits and

Supplemental plans.

16 Enroll prospects into healthcare plans and send out packages of healthcare

information.

St. Clair’s CPA Solutions – Conshohocken, PA

Administrative Support – 01/2007 to 06/2008

17 Process Individual, Corporate and Trust tax returns with a high level of

confidentiality.

18 Financial document review insuring accuracy and uniformity in content and

format.

19 Organize and maintain agency filing labels, engagement contracts and billing

files.

20 Proofing financial statements and Audit Lockdown files with strict attention to

detail.

The Hartford Financial Group – Fort Washington, PA

Acquisition/Customer Sales Rep – 07/2005 to 01/2007

21 Provide exceptional customer service at a 98% level of quality and efficiency.

22 Introduce clients to and answer questions about Medicare Supplement, Hospital

Indemnity and Personal Health Insurance Plans.

23 Obtain and verify client information to determine eligibility.

24 Write health insurance contracts and send out packages of healthcare

information.

25 Process collections and contact debtors directly by phone, reducing at risk

accounts from entering collection.

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Wendi R. Baker

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Baker Funeral Home, Ltd - Philadelphia, PA

Administrative Coordinator – 05/2003 to 07/2005

26 Maintain database of clients.

27 Bookkeeping including; accounts payable tracking, printing checks, check

reconciliation and banking deposits.

28 Complete and monitor administrative projects and workflow.

29 Purchase and maintain inventory of supplies.

Keystone Mercy Health Plan - Philadelphia, PA

Customer Service Rep – 12/2001 to 04/2003

30 Answer calls, obtain and verify customer information; issue medical cards to

customers.

31 Provide exceptional customer service at a 96% level of quality and efficiency.

32 Assist with other services such as arranging medical transport for elderly and

physically challenged clients.

Jon Harvey Associates, Inc. – Boca Raton, FL

Administrative Assistant – 04/1999 to 08/2001

33 Generate additional revenue by increasing client database by 35%, through

internet research.

34 Call and screen leads for recruiters.

35 Type and compile contracts and other administrative documents as needed.

36 Greet clients and route calls to other staff.

Link Worldwide, Inc. - Deerfield Beach, FL

Customer Service Rep / Data Entry Clerk - 01/1998 to 01/1999

37 Answer calls, obtain and verify customer information.

38 Update, track and monitor account status and generate monthly reports using

Excel.

39 Enter shipping information.

PA House of Representatives (David P. Richardson, Jr.) – Harrisburg, PA

Scheduling Secretary – 04/1990 to 07/1993

40 Organize the details of speaking engagements, special events, travel

arrangements, agendas and itineraries.

41 Order and maintain inventory of supplies in both capitol and district offices.

42 Maintain good rapport with constituents and other State Representatives.

Technical Skills

MS Word, Excel & Outlook; Siebel Sales Systems; Customer Service system 3 (CS3);

Typing skills – 70 wpm; Excellent spelling and grammar skills.

Education

Clark Atlanta University – 08/1995 – 12/1996 – Communications

Harrisburg Area Community College – 09/1993 – 05/1994 - Communications

Core Competencies

Oral and written communication skills, attention to detail, initiative, thoroughness and

integrity.

Contact this candidate