Customer Service Life Insurance
Resume:
Jennifer Curran
Brewster MA **631
**************@*******.***
Objective: Seeking a position that will enable me to utilize both my extensive interpersonal and customer service skills in a fast paced life insurance and annuities sales environment that offers the potential for growth and learning.
Work Experience:
AAA NORTHEAST
Life Insurance and Annuities Specialist
March 2023 - present
• Assisted Clients finding suitable life insurance policy that fit their needs and budget
• Processed New Applications for term, whole life insurance, and annuity policies
• Worked lead CRM system
• Currently training to increase my knowledge of fixed annuities and IUL’s through RegEd and NAIC
• Called leads to book in person appointments
• Responsible for clients personal information
• Assisted clients in choosing which program would best secure their future
• Attended daily phone / zoom company calls
• Training on products to increase my product knowledge
CertaPro Painters
Residential Sales Associate Barnstable, MA 01/2022-1/2023
Made daily sales calls to customers home
Listened to the customers wants and answered questions about products
Estimated the cost of the job using exterior and interior measurements
Advised customer of any carpentry work that was necessary
Drafted a job proposal for customer same day as appointment
Acted as a liaison between the painting crew and the customer
Met customer’s on project start date and final walkthrough
Was my customers point of contact throughout the life cycle of the job
Licensed Insurance Life & Health Insurance Agent
Independent Contractor position
Hyannis, MA
February 2021 to March 2023
• Assisted Clients finding suitable life insurance policy that fit their needs and budget
• Processed New Applications for term and whole life insurance policies
• Worked lead CRM system
• Currently training to increase my knowledge of fixed annuities and IUL’s through RegEd and NAIC • Called leads to book in person appointments
• Responsible for clients personal information
• Assisted clients in choosing which program would best secure their future • Attended daily phone / zoom company calls
• Training on products to increase my product knowledge
AT & T Mobility Hyannis, MA 09/2008-7/15/2010
Retail Sales Consultant
Assisted Customers in a fast paced retail environment
Processed New Applications for cellular service
Corrected billing errors for customers
Responsible for maintaining order accuracy
Provided customers with technical support on broken equipment
Opened/Closed store
Responsible for cash / bank deposit at end of shift
Assisted customers in choosing equipment that would be most appropriate for them
Sold Cellular equipment/ accessories and additional packages customized to each customer’s needs
Verizon Wireless
06/2004-11/2007
Verizon Wireless Bellingham, MA 8/07-11/0
Senior Retail Customer Service Representative 8/07-11/07
Assisted Customers in a fast paced retail environment
Processed New Applications for service
Corrected billing errors for customers
Responsible for maintaining order accuracy
Provided customers with technical support on broken equipment
Assisted customers in choosing equipment that would be most appropriate for them
Reviewed accounts for billing accuracy and corrected discrepancies
Performed all aspects of equipment troubleshooting and technical support
Verizon Wireless
Wilmington, NC
02/06-08/07
Senior Customer Service Representative
Answered client calls in a fast Verizon Wireless paced call center environment
Assisted management with special projects in an efficient timeframe
Provided assistance in training new hires
Responsible for maintaining customer accounts in all of the corporate billing systems
Used analytical skills to deal with billing issues on individual accounts
Reviewed accounts for billing accuracy and corrected discrepancies
Performed all aspects of equipment troubleshooting and technical support
Worked with customers relocating to new states proceCPssed relocation accounts
Consistently maintained a leading performance rating in quality and productivity
Verizon Wireless
Wilmington, NC
06/04-02/06
Senior Credit and Order Operations Representative
Provided initial and ongoing training to new employees
Ensured adherence to Standard Operating Procedures regarding credit inquiries
Followed corporate procedures in regards to Federal privacy guidelines
Worked directly with Supervisors to develop more efficient credit application processing procedures
Assisted training new hires on the procedures used to review and rate credit applications
Responsible for assessing Business Credit applications through major credit reporting bureaus
Regularly attended feedback sessions to discuss how to improve quality and accuracy
Maintained a leading performance rating in both quality and service
Assisted management with special projects in a timely manner
Acted as direct liaison to Verizon Wireless and independent sales representatives across the country
Worked with fraud department to ensure credit accuracy and security
EQUISERVE FINANCIAL SERVICES Canton, MA
12/03-05/04
Senior Fund Representative JP Morgan Group
Answered shareholders questions in regards to foreign stock
Assisted management with the processes necessary when JP Morgan became transfer agent for new companies
Worked closely with new hires answering questions regarding legal processing guidelines as written by the FTC
Made quick sheets available to staff with FTC guidelines regarding sales, transfers, or probate issues
Processed Sales and Transfer Requests
Assisted Probate Attorneys with legal requirements for the transfer of stock
Researched stock certificates and assisted clients with value and share balances
Worked on special projects as needed
Sent correspondence to clients if documentation required was incomplete or missing
Responsible for researching old stock certificates and determining the transfer agent holding them
Assisted Junior Representatives with questions / problems in processing sell, transfer requests
Education:
Dedham High School Dedham, MA 1986-1990
Suffolk University Boston, MA 1994-1997
Southern New Hampshire University 2015-2017
References Available on Request
Contact this candidate