Customer Service Life Insurance

Casey Whitt

256-***-**** ********@*******.**.***

EDUCATION Bachelor of Science in Commerce and Business Administration The University of Alabama, Tuscaloosa

Major: Finance

Specialization: Economics

GPA: 3.37/4.00, University Honors College

Computer Skills: Proficient with Microsoft (Excel, Word, Power Point), Mac (Pages, Keynote, Numbers), and Quickbooks

EXPERIENCE

Aug 2015- Present Life Insurance Agent/Financial Analyst, Legacy Insurance Inc., Madison, AL

Provide potential clients with insurance quotes

Provide insight to potential clients on different types of Life Insurance

Responsible for accounts receivable, accounts payable, budgeting, and financial report creation

Provide excellent customer service and problem resolution

Summer of 2015 Internship, Northwestern Mutual, Huntsville, AL

Shadow financial representatives while building my own client base

Ability to sell Life and Health Insurance

Build strong financial plans for clients and potential clients

2014-2015 New Member Educator of Phi Gamma Delta, The University of Alabama

Plan and schedule all activities for the new members with University accordance

Responsible for managing and facilitating a mentor program that teaches 36 new members the values of Phi Gamma Delta

Implemented a study hall program that achieved a 90% success rate of a 2.5 GPA or higher

Met with the leaders of Greek Affairs on a biweekly basis to discuss and resolve issues for future New Member Educators

Summers of

2012-2014 Driver, Two Men and a Truck, Tuscaloosa, AL

Displayed care and caution with customer’s personal belongings

Worked promptly to exceed customer’s expectations

Calculated, prepared, and processed customer bills

Portrayed exceptional communication skills to answer any customer questions

Responsible for driving and maintain the company trucks

Highest reply/review card rating in 5 separate months

HONORS Honors College at The University of Alabama

Graduated from University Honors College

Member of Phi Eta Sigma, International Honors Program

Member of National Society of Collegiate Scholars

Scholarships

Haas Alumni Scholarship

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