Business Development Data Entry

FRANCIS M. ALEMAN

************@*****.*** 325-***-**** Winters, United States 79567

Highly-motivated sales professional with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Seeking growth opportunity. Bilingual. Knowledgeable Insurance Representative promoting more than 20 + years' expertise successfully working for organizations in the Insurance market. Courteous and cordial with a desire to take on challenges at a new company.

Editing and proofreading

Calendar management

Meeting participation

Insurance eligibility verification

New business development

10-key proficiency

Database entry

PC proficient

Multi-line phone systems

Cash deposit preparation

CRM and office management software

Legal documentation and reporting

Advanced MS Office Suite knowledge

AR/AP

Sensitive material handling

Employee training and development

Account balancing reconciliation

File and data retrieval systems

Report generation

Data entry documentation

Bank Clerk Keystone Bank Limited - Ballinger, TX 02/2010 - 10/2013 Maintained confidentiality of bank records and client information. Opened new checking, savings and lines of credit for customer accounts. Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds. Delivered exceptional service to customers in person or over telephone. Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks. Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails. Assisted customers by phone and in person by answering banking questions and recommending solutions. Reconciled cash and checks against computer records at end of shift. Created and maintained reports and journals for loans and transactions. Sales Representative Colonial Life & Accident Insurance Company - Winters, TX 10/2003 - Current Explained coverage options to potential policyholders, answering questions or concerns. Interviewed prospective clients to obtain data about financial resources and needs. Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.

Interviewed prospective clients to gather information on financial needs and discuss existing coverage. American Commercial College - Abilene Abilene, TX 09/1992 Computerized Office Specialist: General Office Services Summary

Skills

Experience

Education and Training

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