Customer Service Sales

**** ****** ******, ************, ** *****, 727-***-****, ************@*****.***

Mark Bambery

Ob jec t ive Focused and dedicated insurance professional motivated to provide superior

customer service and drive sales through cold calling, referrals and strategic

outside marketing activities.

P rofession H ea l t h I nsu r ance Sales Agent B roke r

Active Health, life & Annuity Insurance License with the PA, IL, TN, MI & SC

al

Department of Insurance.

H i g h l ig Processed applications, payments, corrections, endorsements and

cancellations.

h ts

Interviewed prospective clients to learn about their financial needs and to

discuss any existing coverage and budget.

Called warm leads each week to expand client base and sold clients over the

phone and face to face.

Knowledge of major medical, accident, critical illness, dental, fixed benefit

plans and more.

Sen io r F i n a nci al Special ist Loan Adv isor

Consolidated federal student loans, lowered monthly payments, locked in

interest rates.

Cold called leads and handled inbound sales calls as well as customer

service.

Completed federal loan applications face to face and over the phone and

internet.

Excellent communication skills. Client relations expert.

Excellent sales skills. Self-motivated & multitasker.

Sk i l ls

Face to face & phone sales. Complaint handling and resolution.

Excellent customer service. Licensed in 5 states (health, life &

annuity)

Healthcare Solutions Team October 2007 –

Insurance Sales Broker

(HST), Lombard, IL February 2014

Agent

E m p loymen

Senior Financial

t

Specialist Loan Collegiate Funding Services July 2001 –

H is to r y Advisor (CFS), Pinellas Park, FL October 2007

Active Health, Life &

Academy for Advanced Learning,

Annuity license in 5

E d uca t ion

Palatine, IL 2007

states

1428 Kerper Street, Philadelphia, PA 19111, 727-***-****, ************@*****.***

Mark Bambery

R efe re nces

References are available on request.

Contact this candidate