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Life Insurance Account Manager

Location:
Montgomery, AL, 36111
Posted:
October 13, 2023

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Resume:

Melissa Sanders

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

Montgomery, AL 36111

732-***-****

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

Skills

-Proficient in Microsoft Office - Multitasking and Working with Deadlines

-Communication Skills -Accounts Payable and Receivable Experience

-Project/Time Management -Working with Multiple Databases/Clients Experience

Nov 2022 - Current

World Financial Group, Montgomery, AL - Licensed Life Insurance Agent

● Consults with clients on financial needs and goals

● Prepares illustrations and applications for life insurance and retirement accounts

● Handles clients personal information and inputs into database with precision and accuracy

May 2021 - Oct 2022

Firebirds Wood Fired Grill, Montgomery, AL - Server

● Enforced minimum age requirements for consumption of alcoholic beverages by checking identification.

● Displayed enthusiasm and knowledge about the restaurant's menu and products.

● Greeted customers, answered questions and recommended specials to increase profits June 2019 - May 2021

Universal Real Estate Services, LLC, Montgomery, AL - Account Manager

● Kept accounting books and documents in order

● Preformed inspections of residences and estimated repair costs

● Maintained daily records and meeting schedules

● Communicated with sellers and closing attorneys

December 2017- June 2019

One Stop Taxes, Montgomery, AL - Account Manager

● Asked necessary questions to help clients report earnings properly

● Protected clients confidential information per government requirements

● Prepared and filed clients state and federal tax returns

● Collected clients secure information to input into database with precision and accuracy Education

Middlesex County College, Middlesex, NJ



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