Sales Customer Service

Patricia C. Williams

*** ***** ****, *** ********, NY 10801

914-***-**** tel/fax - Cell # 914-***-****

**********@*****.*** or **********@*******.***

INSURANCE WORK HISTORY

Registered Representative: Series 6 & 63 Securities Licenses October

2000 to Present

Licensed Insurance Agent

. Health & Life - NY / CT / DE / NJ/ NC / FL / RI / NH

. Property & Casualty - NY, NJ, CT, NC, PC (includes -Workers

Compensation, Professional Liability)

HIAA Certification (Health Insurance Association of America) Honors Level

Disability, HIPAA Laws, State Regulations and Compliance

Five Star Residences of Yonkers, Senior Living - Sales Counselor & Liaison

April 8, 2013 to June 21, 2013

(Sales and Leasing Agent - temporary for FMLA) - SALES FORCE ADMINISTRATOR

Provide detailed information about insurance products, sales and

responsibilities for client and program

Assist with client's income & assets discovery to help tailor an affordable

plan for monthly payments

Provide insurance and alternative options for medical and physician

programs and continuity of care

Listen to all patient inquiries for proper enrollment, membership and

application processing

Advocate and coordinate patients through transitions, program features and

benefits

Patient/client liaison for physician and programs, meeting enrollment needs

and requirements

Professional agent for customer relations & financial services

Ability to read and interpret insurance contracts, coverage, benefits and

policy form language

Review certificates of insurance and descriptions of client's proper forms

of coverage

Allstate Insurance Company: "Broker Dealer" - Registered Representative

November 1, 2012 to present

Ameritas Broker Dealer: Independent Brokerage Producer October 1, 2011 to

November 2012

GEICO Insurance Company - Call Center Insurance Agent February 2011 to

October 2012

Woodbury NY (Night Position)

Foresters Equity Services Brokerage (FESCO) (Independent Brokerage)

(9/2002 - 9/2003) & April 2008 to 2/2011

Registered Representative - Sales Agent - Leading Sales - Qualifying Agent

Licensed Insurance Agent

. Sell financial and insurance products

. Marketing for existing and new products - Customer Service to existing,

orphan & new customer

Accomplishments: Sales Qualifier - trips/awards/bonuses (Customer

Retention 99%)

AAA Southern New England, CT April 26, 2010 to 9/2010

2276 Whitney Ave, Hamden CT (140 mile commute)

Licensed Insurance Agent

. Insurance and Financial Services

Metlife Life Insurance Company (Broker Dealer) June 2005 to July 2007

Registered Representative - Sales Agent

Licensed Insurance Agent

. Sell Insurance, financial Services & Metlife Bank products and services

. Property & Casualty Products/sales

Accomplishments: Sales - awards/bonuses

Internship - Legal Assistant: Trust & Estates 2/2000 - 4/2001 and 8/2006 -

9/2009 (Law Studies) March of Dimes Foundation

New York Life Insurance Company April 2001 - August 2002

Registered Representative - Sales & Life Agent

. Sell & Market financial and insurance products

. Customer Service to existing, orphan & new customer

Accomplishments: Sales - awards/bonuses

March of Dimes Foundation - Legal Assistant/ Intern Position (law school

studies) August 2006 to August 2009

Legal Assistant - Legal Department - General Counsel/Assistant General

Counsel

. Trust & Estates (Bequests) wills/trusts (Series 6 & 63 Registration)

. Commercial Leases and insurance for the Chapters & Divisions - Nationwide

locations (P&C License)

. Strong Legal / Finance Operations & Accounting / Collections & Check

Process - A/R, A/P - Negotiable Instruments Conversion

. Trademark and Domain Search / State Regulations / Compliance / Legal

Database & File Maintenance - Financial & Legal File Retention - Purging

/ Contracts / Sponsorships / Walks / NICU Family Support (Life & Health

Licenses) / Special Project

Sound Shore Medical Center - Executive Assistant, Senior Vice President of

Patient Care Services April 2004 - August 2006

. (Records & Database Maintenance, JCAHO Regulations, Human Resources

Executive Assistant & Retirement Accounts)

Patricia C. Williams

148 Clove Road, New Rochelle, NY 10801

914-***-**** tel/fax - Cell # 914-***-****

**********@*****.***

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CONTRACT HUMAN RESOURCES POSITIONS Sept. 1996 - Sept.

1999

* Praxair / Union Carbide, Ridgefield, CT

* Duracell Inc., Ridgefield, CT

* IBM, Somers, NY

* Bristol-Myers Squibb / Clairol - Stamford, CT

* Sound Shore Medical Center - New Rochelle, NY

EDUCATION - Currently Enrolled at Fordham University - 2013 - 2014

Berkeley College, White Plains, NY

Sacred Heart University, Stamford, CT

UCONN, Stamford, CT

ADDITIONAL CAREER EDUCATION

Priority Time Management, Executive Level

Coordinator: Situational Leadership Training Seminar - Executive Level

Emergency Services

Medical Billing / Claims Processor / Insurance Licenses

VOLUNTARY ACTIVITY

Coordinator: United Way

Coordinator: Emergency Services

COMPUTER SOFTWARE

- Typing 66 wpm

Salesforce/Starforce trained

Lexis-Nexis- Choicepoint, Westlaw, HRIS, CRM, MS Word, Excel - PowerPoint -

Access - Outlook - Lotus Suite; WordPerfect

& Internet Savvy Quickbooks, Concur, Ariba, Nexis-Lexis, ChoicePoint, Speed

Writing

(Tested above 90% for Microsoft Office - "Prove it" - Test scores

available)

Home Office: State-of-the-Art

I am computer literate - (savvy), with an intense concentration for detail,

confidentiality and privacy. I also have a fully equipped home office with

state-of-the-art systems and office machines.

As a licensed insurance agent and fiduciary, I interact and develop good

rapport with new and existing personnel, internal and external people on a

continual basis. I love my work.

I hope my qualifications are sufficient for this position.

Contact this candidate