With a combined **+ years of experience as a Life &

Health Insurance Field Underwriter, I have managed my home and a telecommuter as a Life & Health Insurance Field Underwriter for the past 4 years, which have aided in the development of my professional career. I am self managed, organized and a quick learner. I easily adapt to change and innovation. Available to relocate nationwide.

PROFESSIONAL SUMMARY

IVAN SANTANA

Phone: 408-***-****

Address: 151 Lassen Dr, San Bruno, CA 94066.

Email: ad2zi4@r.postjobfree.com

LinkedIn: www.linkedin.com/in/ivanssantana

EDUCATION

Business Administration 2006

Methodist University Brazil.

LICENSES

(Accident & Health or Sickness,

Life, Variable Annuity, Commercial,

Personal Line)

Life and Health Insurance License (Valid)

State of California 2019

Life and Health Insurance License (Valid)

State of Florida 2019

Brazilian Broker License (Valid)

Brazil 2009

Made quick response decision on critical medical

history for various marketed life insurance

products.

Handled customer service care with agents to

effectively establish coverage for potential

customers.

Performed financial needs analysis.

Meeting financial goals by recommendation of

Policies/products.

Field Underwriter July 2023-October 2023

(Remote Job)

Executive Insurance Agency Texas.

Field Underwriter May 2023-June 2023

Farmers Insurance San Jose, CA.

Field Underwriter December 2021-February 2023

(Remote Job)

Advantage One Broker Sacramento, CA.

WORK HISTORY

KEY SKILLS

Analytical reasoning.

Excellent organizational and time

management skills.

Problem-solving, and decision-

making abilities.

Self-starter, ambitious.

Negotiation abilities with positive

outcomes.

Ability to multi-task and pay

attention to detail.

Excellent verbal, written and

interpersonal communication

skills.

Ability to work independently as

well as in a team-oriented

environment.

Knowledge of management

information and business systems

(Word, Excel, PowerPoint,

Access).

Prospecting Clients.

Excellent Customer Service.

Telecommute underwriting rapid decision products.

Analyzed data to identify trends and predict future insurance needs.

Scrutinized underwriting performance to identify

weaknesses and provide recommendations for

improvement.

Utilized knowledge of insurance principles, policies and procedures to make decisions on risk

assessment.

Studied insurance industry changes, remaining up-

to-date with latest trends and protocols.

Established my own business (LSantana Corretora

de Seguros Ltd.) in 2009.

Physically performed duties till 2019.

Successfully managing and running business

remotely from USA since 2019.

Interacting with the insurance agency force to grow business while at the same time maintaining

underwriting discipline.

Reads and interprets policy contract language and

offer coverage to eligible clients.

Field Underwriter September 2019-November 2021

(Remote Job)

Family First Life Uncasville, CT.

Field Underwriter 2012-2019

(Remote Job) 2019-Current

LSantana Corretora de Seguros Ltd.

São Caetano do Sul, Brazil.

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