Sales Agents Data Entry

NICOLE BROCK

Crest Hill, IL · 815-***-****

********@*****.***

Underwriting Assistant with strong level of Operations and Underwriting organization expertise in reviewing information for new and renewal polices utilizing knowledge of insurance principles, policies, and procedures. Working collaboratively with individuals and groups to consistently achieve organizational objectives: including retrieving, collating, and disseminating necessary information for lead underwriters. Daily interactions via phone and email with external sales agents and internal staff. Strong customer service orientation, organized, detail-oriented, with passion to learn and develop new skills. Excellent interpersonal and communications skills. Strong ethics and integrity in dealing with sensitive information.

EXPERIENCE

2016 – PRESENT

UNDERWRITING ASSISTANT, KSKJ Life

Provides support and assistance to underwriting staff.

Orders, monitors and retrieves underwriting requirements.

Corresponds with agents to negotiate coverage and pricing.

E-application processing.

Identifies issues, analyzes information and provides solutions to problems.

2016 – PRESENT

LIFE DEPARTMENT REPRESENTITIVE, kskj life

Service/ process requests received from external sales agents and members.

Data entry.

Respond professionally and warmly to all inquiries.

Performs database management to create/ update member/ agent contact and policy information including beneficiary, address and coverage changes.

2016 – PRESENT

ANNUITY DEPARTMENT REPRESENTITIVE, kskj life

Service/ process requests received from external sales agents and members.

Data entry.

Maintain in-depth knowledge of all annuity products, benefits and policy procedures.

Respond professionally and warmly to all inquiries.

Performs database management to create/ update member/ agent contact and policy information including beneficiary, address and coverage changes.

EDUCATION

2000

DIPLOMA, lockport township high school

General Education

2016 – PRESENT

ONGOING, UNIVERSITY OF PHOENIX

BUSINESS MANAGMENT

SKILLS

Strong knowledge of Life and Annuity products.

Attention to detail and accuracy.

State of Illinois Producer License Line of Authority in Life – NPN: 18536749 (Lapsed. Will be reactivated 8/23).

Willingness to help others.

Contact this candidate