Life Insurance Customer Service

**** ********* ***

Phone 760-***-****

Oceanside, CA 92057 E-

mail: ***********@*****.****

Robert Brown

PROFESSIONAL EXPERIENCE

RB Financial - Oceanside August 2012 -

Present

Owner

. Market company through Chambers of Commerce to create relationships

in community

. Market Life Insurance products to prospective clients thru letters,

call calls, and in-person visits.

. Ascertain the financial goals of clients after in-home/in-office

meeting

. Conduct a Financial Needs Analysis; make recommendations based on

the results

. Complete and submit for client all other pertinent documentation

. Conduct all follow up including required medical examinations

. Deliver policies and answer any additional questions

Independent Capital Management Carlsbad July 2011 - June

2012

Life Insurance Specialist

. Ascertain the financial goals of clients

. Conduct a Financial Needs Analysis for clients

. Complete Life Insurance application and all other pertinent

documentation

. Conduct all follow up including required medical examinations

. Deliver policies and answer any questions may have.

Wells Fargo Home Mortgage (Sorrento Valley / Carlsbad) Jul 2009 - March

2002

Loan Doc Specialist 3 (May 2009 -

July 2009)

Mortgage Loan Processor 3 (Nov 2004 - Sept

2007)

Mortgage Loan Processor 2 (Jun 2002 - Nov

2004)

Relationship Specialist (Wells Fargo Home Equity - Carlsbad)

(Mar 2002 - Jun 2002)

. Processed Mortgage Refinance loans by reviewing submitted

documentation to ascertain that documentation met time constraints

and all regulations.

. Verified loan parameters were correctly entered in the system, i.e.

interest rate, margin and indexes

. Reviewed documents i.e., Prelims, appraisals, paystubs, taxes, and

any other documentation required by underwriting

. Researched employment, landlord, and self-employment information on

internet and intranet

. Communicated with branch processors and home mortgage consultants

regarding loan status and scenarios

. Provided guidance and instruction to junior staff members

. Ordered required appraisals and other documents to complete loan

files

. Verified accuracy of documents received from branch processor or

home mortgage consultant

. Maintained pipeline reports to make sure closing dates were adhered

to

Robert Brown

Page 2

Matrix Direct Insurance, San Diego Mar 2001 - Dec

2001

Account Executive

. Answered telephone inquiries on life insurance products.

. Analyzed pertinent criteria against company guidelines

. Created sales proposals based on customer information

. Made follow-up calls after closing the sale

. Scheduled customer health screening appointments

. Ensured that insurance policies were delivered in a timely period

EDUCATION

Cassopolis High School, Cassopolis, Michigan

Southwestern Michigan College, Dowagiac, MI

PROFESSIONAL DEVELOPMENT

Life Insurance Training - Metropolitan Life Insurance Co.

New Horizons computer classes

SUMMARY - SKILLS

Computer skills in LPS, Word, Excel, Outlook

Internet literate - research, etc.

Mature, professional and detailed oriented

Excellent communication and customer service skills

Public speaking and presentation experience

Contact this candidate