Dana Meyer

**** ******** ***** *****,******,Florida.32765

407-***-**** -ad0gxy@r.postjobfree.com

Professional Summary

Results and detail oriented leader with more than 25 years of insurance experience resulting in improved team morale,increased sales,better quality and larger bottom lines.Able to work in challenging and volatile markets through communication and analysis.

Summary of Qualifications and Accomplishments

● Proficient in all Microsoft Office software,ECRM and Necho

● Life and Variable Annuity license

● Series 6 license

● Mortgage broker license

● 2-20 Property and Casualty license

● Notary Public

● Consistently top producer at a top-tier insurance agency while working on a part time basis.

● Top Ranking State Farm License Security Agreement.

● Began as an administrative assistant at Nationwide and was quickly promoted up to office manager. Experience

State Farm Insurance August 2001 to Current

Agent/Mortgage Broker/Registered Representative

Orlando,FL

● Advising on insurance needs

● Analyze and advise on existing retirement positions by collecting data from multiple sources

● Create spreadsheets to plan and execute financial goals within customer’s budget

● Create reports in Excel on growth and loss for the year

● Agency lead for financial services and banking

● Ensure money is allocated according to customer’s needs

● Consistently exceed $300,000 sales goal annually

● Multi-tasking between banking,financial services and insurance

● Conflict resolution between claims and clients including collaborating with other resources to facilitate outcomes

Allstate Insurance February 2001 to August 2001

Insurance Agent

Winter Park,FL

● Advising on insurance needs

● Conflict resolution between claims and clients

● Process policy requests

● Consistently surpassing sales goal

Nationwide Insurance June 1998 to February 2001

Insurance Agent/Office Manager

Oviedo,FL

● Advising on insurance needs

● Processing applications and requests

● Training new employees

Education -2004

University of Central Florida

Bachelor of Science in Business Administration:Finance Orlando,FL

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