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Insurance Agent Business Analyst

Location:
Saint Charles, MO
Posted:
November 20, 2023

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Resume:

Rene Friese

Phone: 314-***-****

ad1btl@r.postjobfree.com

Summary

Over 15 years of experience as a business analyst supporting financial institutions. Recognized for integrity with proven ability to solve problems quickly. Medicare Medicaid Advisors May 2019 – Present

Self employed Insurance Agent/Sales

• Meet with elderly clients to educate on Medicare/or Medicaid benefits.

• Enrolled clients in best possible State and Federal Healthcare programs available in their county. Client Services, Incorporated December 2017 - May 2019 Recruiter

• Conduct phone interview utiling computer based guides with a degree of accuracy and integrity.

• Maintain candidate focus to gather all responese to make an appropriate hiring decision.

• Update candidates' post interview status using the AAIM's applicant tracking system.

• Maintain interview logs and adhere to all department /or interview guidelines and procedures. Midwest Marketing Associates August 2016 – December 2017 Self employed Insurance Agent/Sales By appointment January 2018- April 2019

• Enrolled clients in best possible State and Federal Healthcare programs available in their county.

• Recruited new agents to the company as needed.

GC Services January 2016 – August 2016

Human Resources Assistant / Recruiter

• Attended 6 job fairs at local colleges, trade schools, and Community Centers to recruit potential candidiates.

• Present company policies to new employees.

• Screened applicants in the interview process via assessment testing and background checks.

• Audited files related to job postings and any special projects from Human Resource manager.

• Processed termination paperwork from People Soft and Human Resource Database.

• Completed the onboard process related to I-9 and Federal /State W-4 tax forms. American Family Insurance July 2015 – November 2015 Agency Sales Representative

• Sold Property & Casualty, Life insurance from internet leads.

• Processed documentation and billing for new clients. CitiMortgage August 2012 – December 2014

Homeowner Support Specialist

• Managed a pipeline of 110 default mortgage loans with a financial portfolio of an average of $2 million.

• Assessed, evaluated, and recommended treatment strategies to clients such as Modification, Short Sale, or Deed in Lieu.

• Communicated timely status updates via phone or emails in order to resolve the delinquency issues for both the client and Citi.

New York Staffing Service, at CitiMortgage November 2011 – August 2012 Sales Assistant - Temporary position

• Answered 35 + inbound calls daily in Loan Origination to direct customer to a mortgage consultant.

• Initiated e-disclosures in the Truth in Lending statements for customer review.

• Processed relocation loans with corporate clients showing specific fees/costs. Nestle Purina November 2010- October 2011

Order Revenue Management Associate

• Ordered dog/cat products for a major grocery wholesaler, based on inventory needs.

• Communicated closely with Account Executives and Supply Chain managers to drive revenue.

• Received orders via SAP on 4 major grocery chain accounts, approximately $15 million, in accordance with company requirements for delivery or pick up orders. MasterCard Worldwide December 1998 –March 2010

Senior Customer Service Representative 2008 -2010

• Documented customer inquiries and expectations at product level by phone or email.

• Communicated and escalated technical issues to business owners and technical staff.

• Sold upgrades and add-ons to customers at 15%.

Product Analyst 1998-2008

• Created business requirements, tested, and approved project deliverables.

• Generated monthly billing for 7 data integrity programs.

• Built strong external relationships with customer on product information and support.

• Published management metric reports, supporting transaction volumes at a divisional level.

• Managed a compliance program, generating 1.8 million revenue /year with a 30% improvement on data quality.

Education:

Columbia College, Columbia, Missouri

Bachelor of Science, Business Administration



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