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Life Insurance / Insurance Inspection

Location:
Tuscaloosa, AL
Posted:
December 11, 2023

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Resume:

Richard Daniels

Northport, Alabama

T:205-***-**** E: ad1vtm@r.postjobfree.com

Summary

Cultivating and improving relationships with clients and colleagues.

Relevant Experience

Contract Field Inspector, National Risk Services

St. Petersburg, FL – October 2021 – present

Inspect commercial and residential properties for insurance underwriting purposes

Advance Planning Advisor, National Guardian Life Insurance

Madison, WI – January 2021 – present

Sell policies with funeral and cremation plans for affiliated funeral homes.

Boosted preneed sales for a local funeral home by 50%.

Prearrangement Specialist, Legacy Funeral Group

Tuscaloosa, AL — June 2019 – August 2020

Sold prearranged funeral and cremation insurance plans for a funeral home.

Sold cemetery properties and merchandise for the funeral home.

Streamlined paperwork and procedures for a local cemetery and mausoleum.

Contract Field Representative, JMI Reports

Royalton, OH — August 2018 – August 2019

Inspected commercial and residential properties for insurance underwriting purposes and reported the results to carriers.

Reputation of Performance led to an offer by a competing inspection provider.

Family Service Counselor, Service Corporation International

Tuscaloosa, AL — February 2014 – June 2018

Sold prearranged funeral and cremation insurance plans for three funeral homes.

Sold cemetery properties and merchandise for two cemeteries.

Staff Accountant, Tekpak Laguna Salada

Marion, AL — March 2011 – August 2013

Generated monthly financial statements and management reports.

Streamlined Accounts Payable and EDI Accounts Receivable functions.

Streamlined material scheduling for a manufacturing plant.

Education

University of Southern Mississippi, Hattiesburg, Mississippi

Bachelor of Science in Business Administration

Skills/ Certifications

Licensed Life insurance agent.

Proficient in many computer software applications, such as Salesforce.

Skilled in written communications and documentation.

Gaps

Worked with various entities during the times of seeking full employment.



Contact this candidate