Customer Service Insurance

Pat DiPalma

***** *** **** **. ■ Boca Raton FL, *3428 ■ 561-***-**** ■

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

Objective: To secure a position in the insurance industry that allows me

to apply my customer service skills and industry knowledge gained as a

licensed insurance agent, specializing in Health, Life, Fixed Annuities,

ACA certified, And Long Term Care Certified, with emphasis on teamwork,

coaching, ongoing training, sales and retention within the insurance and

medical fields.

Skills/Certifications

Licensed Agent in Health, Specialist in Long 215 License

Life & Fixed Annuities Term Care Proficient in Microsoft®

Member and IFAPAC Specialist in Non- Office

Chairman with NAIFA Profit Organizations Customer relationship

(National Association of Pre Retirement, management with CRM

Insurance and Financial Retirement and Post Software

Advisors) Retirement Specialist Strong analytical,

Comprehensive knowledge of project management,

the medical field and its effect and problem solving

on clients, hospitals, and skills

medical staff. Excellent

communication and

customer service skills

Professional Experience

The Health Exchange Agency---One West Camino Real Ste 118, Boca Raton,

FL 33432

January 2014- October 2014

• Cold called, pre-screened, coordinated, interviewed and

administered assessments for sales and client retention.

• Top company sales leader for 9 months at this position

• Learned client and product knowledge.

Trained in their marketing systems and strategies.

•

Kept office at 100% compliant, PR damage control

•

NY Life Insurance Company 1300 Concord Terrace, 5 Floor, Sunrise,

th

FL 33323

December 2011- March 18 2013

• Create customized insurance programs based on individual

customers’ needs, often covering a variety of risks.

• Promote and sell insurance plans by explaining the features, advantages

and disadvantages of various policies to customers.

• Maintain customer relationships and actively advise policy holders

based on analysis of their insurance program and suggest additions

or changes that will enhance their coverage.

• Interpret and clarify information being provided by customers to

accurately complete applications.

• Interact with customers to ensure complete data is collected to meet

policy requirements, including any necessary medical examinations

and completion of appropriate forms.

• Review customer applications and resolve any missing, incomplete,

or questionable data.

• Calculate insurance premium, bind coverage, and determine

payment method.

• Manage records and handle policy renewals.

Western & Southern Financial Group Sunrise Blvd. Sunrise Florida

• November 2010-December 2011

• Confer with clients to obtain information needed when claims are

made on a policy.

• Maintain 531 client accounts.

• Contact underwriter and submit forms to obtain binder coverage.

• Develop marketing strategies to compete with other individuals or

companies who sell insurance.

DiPalma Renovations–Boca Raton, Florida (Self Employed) 1980-

2010

Perform work as a licensed contractor with 26 years of experience as a

Master Setter in all fields of construction.

Complete thousands of home remodeling projects (budgets up to

•

$500K). Projects ranged from installing simple fixtures to doubling

the square footage of a home.

Gain practical, hands-on knowledge of all aspects of home

•

construction and remodeling.

Supervise staff of up to seven employees.

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Maintain a reputation as a trusted owner and operator by providing

•

consistent, quality service to my customers.

Education

NYLIC University, Sunrise Florida December 2011- March 2013

• Cathedral Latin High School Cleveland Ohio 1973

Broward County Licensed Contractor Over the years have

•

participated in hundreds of hours of technical and management

classes to keep well informed, and use the most up to date

construction techniques in the business.

NYLIC University classes in Anti Money Laundering, Designing

•

Solution Assessment, Ethics, Errors and Omissions, Financial needs

Analysis, Protection Markets, Product Suitability, Goal Setting, Time

Management, mastering sale and approach, Persistency Doing

Business Right, Prospecting, Underwriting-Overview, Special

Handling Application, Reinsurance, Mutual respect. All classes were

taken and a passing grade administered.B2B phone sales, inbound-

outbound call sales and customer service., Marketing. Ongoing

education for a 220 Property and Casualty License. Affordable Care

Act certified. Proficient with CRM, CSR, ACT Phone system.

Medicare and Medicaid Certified agent, Long Term Care Licensed.

Holding Health and Life Insurance License in 50 states. Insurance

coordinator. Additionally to my resume I am ACA certified and am

proficient with the CSR, CRM, ACT Phone systems.

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