Insurance Life
Resume:
Theodore A. Jenerson, Jr.
East Orange, NJ 07017
862-***-**** 973-***-**** – Email: ***********@*****.***
Experience:
National Life Insurance/Primary Financial October 2015 -Present
Insurance Agent
●Sold Business,Workers Comp,Auto, Motorcycle, Homeowners and Renters Insurance
●Sold Whole,Term, & Universal Life Insurance
New York Life Insurance December 2014-October 2015
Insurance Agent
●Sold Whole, Term and Universal Life Insurance
Farmers Insurance
Clinton Robinson Agency November 2013 – December 2014
Insurance Agent
●Market and sell Auto, Motorcycle, Home, Business, Workman’s Comp, and Life Insurance.
Farmers Insurance April 2013 – Present
Insurance Agent
●Market and sell Auto, Home, and Life Insurance policies.
TransAmerica Life Insurance August 2012 – December 2012
Life Insurance Agent
●Sold Whole Life and Term Insurance policies.
Independent Insurance Agent/Area Manager February 2011 – April 2012
●Health Insurance
●Major Medical
●Accident/Critical Illness
●Final Expense
●Term Life
●Whole Life
Prudential Insurance Company April 2010 – September 2010
Financial Professional Associate
(Training Program)
●Attained FINRA Series 6 License.
●Attained New Jersey Life & Health Insurance Producers License.
●Developed a client base by prospecting, cold calling, and mail program.
●Conducted appointments and interacted with prospective clients while understanding their insurance needs and making appropriate product recommendations.
●Up sell/cross sell various insurance products and annuities.
Bessemer Trust Co, Woodbridge, NJ November 2009 – December 2009
Bank Reconciliation Clerk (Consultant Temp)
●Assist in the reconciliation process of BONY-DTC.
●Transfer data from various cashbooks into Excel spreadsheets.
●Decrypt all emails received in the BPC Mailbox throughout the day.
●Forward, reply or send all emails received from Metavante.
●Archive all BPC emails for future reference.
●Follow up with CAMs on outstanding BPC emails.
●Forward replies from CAMs to the Bill Manager clerk for processing, researching or filing.
●Assist the Checking Account Desk Clerk with filing, reconciling, etc. during monthly high peaks.
The Bank of New York Mellon New York, NY (Consultant/Temp) June 2008 – June 2009
●Investigate mis-matched trades.
●Confirmed trades with counter broker.
●Resolved trade discrepancies with counter brokers.
●Monitoring SWIFT instructions.
●Balanced NOSTRO account.
●Identified and resolved account breaks.
●Dividend Reconciliation of aged Canadian Market Events.
●Reconciliation of optional dividends, dividend reinvestments, return of capital, spin-offs and stock splits.
●Reconciliation and resolution of receivables and payables including fails and lending items.
The Bank of New York Mellon Brooklyn, NY (Consultant/Temp) December 2006 – October 2007
Global Income Custody Specialist
●Dividend Reconciliation
●Post cash to the control accounts.
●Investigate aged cash posted to the Controls accounts.
●Interface with client and agent banks on dividends payments.
●Reconcile and calculate client instructions.
Northeast Signature Properties, North Plainfield, NJ February 2003 – Present
Realtor Associate (Part-time)
●Realtor Associate in the sale and purchase of 1-4 family homes, land, and commercial property.
●Extensive record keeping
●Correspondence with clients, attorneys, and Mortgage representatives.
Bessemer Trust Co., Woodbridge, NJ December 1998 – July 2003
Senior Dividend/Reconciliation Clerk
●Processed Corporate Actions.
●Pay out all domestic stock and ADR’s.
●Reconciliation of Bessemer position to equal clearing agent’s position.
●Research through use of DTC and Standard & Poor’s that position reflected by clearing agent was correct.
●Adjusting clients accounts to reflect correct dividend payouts.
●Receipt of dividend checks and crediting correct client account of Bessemer position with said funds.
●Extensive record keeping/filing.
●Reconciliation of Bessemer position against out location accounts held at various custodians.
●Posting adjustments on spreadsheets.
●Researching Month-end error reports and debiting/crediting correct account and/or position.
J.B. Hanauer & Co., Parsippany, NJ September 1996 – December 1998
Senior Dividend/Interest Clerk
●Research Cusips, client Accounts and Stock record positions for payment errors and adjustments.
●Correspond with numerous security paying agents by phone for bond information.
●Correspond with DTC by phone and PINS inquiry.
●Credit/Debit client and JBHCO box positions.
●Research DTC Diva system for current unit rates and credit clients accordingly.
●Extensive record keeping.
Financial Northeastern Securities, Fairfield, NJ October 1993 – December 1994
Operations Assistant
●Entered stock, CMO, jumbo CD, and mutual fund trade ticket orders
●Checked previous day ticket orders and client confirmation for interest, net money, and commission errors.
●Corresponded with DTC, outside brokerage houses and clients prior to and after settlement date.
●Researched possible interest and principal payment errors.
●Handled all P&S, OTC trade corrections.
Smith Barney Shearson, New York, NJ October 1989 – October 1993
Dividend Clerk/Operations Clerk
●Set up client positions for receipt of dividend payments through use of DTC late announcement report.
●Researched client report.
●Researched client statements.
●Credited/debited client positions.
●Cleared or bounced client’s checks to determine client’s cash availability and net position.
●Corresponded with branch manager/broker to determine how client will cover gold card charges and checks.
●Purged/closed client gold card due to late payment of charges.
Education:
Essex County College, Newark, NJ
Associates of Science, Business Administration
Skills: New Jersey Property and Casualty License, New Jersey Life and Health Insurance Producer. New Jersey Real Estate License DTC, Bloomberg; BONY GSP, BONY Q-Trak. SWIFT
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