Customer Service Financial Services
Resume:
DENNIS J XIQUES, CLU, ChFC
******@*********.***
Melbourne, Fl resident
INSURANCE, ANNUITY CUSTOMER SERVICE, SALES
PROFESSIONAL SUMMARY
Over 25 years experience in Customer Service, Sales, Call Center and CRM Administration.
Very dependable with a diligent work ethic and flexible schedule.
Accustomed to working independently or as part of a team.
Proficient in AMS360, Outlook, Quoting, Microsoft Office & Google Suites, Social Media
Florida 220 & 218 Licenses
CLU, ChFC
Very trainable, positive attitude with determination and enthusiasm.
EDUCATION
The American College for Financial Services - Chartered Life Underwriter 6/2000
The American College for Financial Services - Chartered Financial Consultant 3/2001
The American College for Financial Services - Chartered Advisor for Senior Living 8/2003
Florida Department of Insurance license 215 Current
Florida Department of Insurance license 220 Current
Florida Department of Real Estate license exp 2016
Hialeah High School Graduate
EMPLOYMENT EXPERIENCE
Life Investors Agency 08/2003-1/2023
Customer Service Lead
Customer Service, Call Center, Claims, Amendments, New Business, CRM System Management
Direct Client contact for Life, Annuity, Medicare, LTCI
Quoting, Changes and Endorsements
Required Documentation, Administration and Follow-up
Create and Maintain Client logs and Excel Databases
Xiques and Keelan, inc
01/1995-08/2003
Underwriter & Financial Consultant
Sales, Recruiting, Training, Administration
Direct client contact for Life, Medicare, LTCI, HHC Annuities
New Sales, Quoting, Changes and Policy updates
Required Documentation, Administration and Follow-up
Create and Maintain Client logs and Excel Databases
Agent Recruiting, Training, Licensing
ADDITIONAL SKILLS
US Professional Golf Tours
Golf Touring Professional
Marathon Running
Full 26.2 Miles and Half 13.1 Miles
March of Dimes Charities
Walkathons
Contact this candidate