Customer Service Team Leader
Resume:
Resume
Dale L. Houston, LUTCF
Houston & Houston LLC
**** ********** ******, **** ***
Baltimore, MD 21208
**************@*****.***
PROFESSIONAL PROFILE
Passionate sales professional with over 20 years experience with a track record of making the lives of clients better, and increasing profits; experienced in working in a variety of corporate cultures; excellent customer service, and management skills, a true team leader and creative problem solver who enjoys the work he does.
PROFESSIONAL EXPERIENCE
● Customize insurance programs to suit individual customers
● Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
● Calculate premiums and establish payment method
● Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage
● Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including, life, health and final expense
● Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
● Perform administrative tasks, such as maintaining records and handling policy renewals
● Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
Resume
Dale L. Houston, LUTCF
Houston & Houston LLC
8805 Stoneridge Circle, Unit 201
Baltimore, MD 21208
**************@*****.***
● Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
● Develop marketing strategies to compete with other individuals or companies who sell insurance
● Contact underwriter and submit forms to obtain binder coverage and select company that offers type of coverage requested by client to underwrite policy
● Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
EDUCATION
Graduate of Baltimore City College, Baltimore, Maryland Maintain professional licensure as well as attend workshops, training and seminars to stay abreast of current trends and products.
Baltimore Community College, Baltimore, Maryland
Maryland Bible College, Baltimore, Maryland
United Baptist Seminary and College, Baltimore, Maryland Graduate of Life Underwriting Training Class, LUTCF ADDITIONAL SKILLS
Resume
Dale L. Houston, LUTCF
Houston & Houston LLC
8805 Stoneridge Circle, Unit 201
Baltimore, MD 21208
**************@*****.***
Real estate sales
Automotive industries sales, management, service and special finance PROFESSIONAL AFFILIATIONS
2003 – Present – Holland Insurance Group and Houston and Houston, LLC.
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