Life Insurance Service Representative
Resume:
RICHARD LAVIN
CONTACT
**************@*****.***
Seattle Area
PROFILE
Insurance Underwriter with 15 years of experience. Skilled in both group and individual insurance underwriting. Extensive knowledge and practice handling individual annuity policyholders as well as books of business.
EDUCATION
BS Business Administration
Majors: Economics and Finance (Double Major),
Central Washington University
WORK EXPERIENCE
Underwriter/Product Servicing
Symetra Life Insurance Company, 2003-2020
Responsible for underwriting new business submitted by agents including immediate fixed annuities and structured settlements.
Validate new business for legal and regulatory compliance.
Educate producers on state regulatory compliance and product features, making certain that state replacement and regulatory requirements were met and verifying that all legal requirements on legal agreements such as settlement agreements and qualified assignments were met. Duties included: providing compliance support to agents and training and education of new agents in state compliance and regulatory requirements. • Was primary resource and point of contact for over 15 separate agencies nationwide including Charles Schwab.
Educated investors on stock and bond investing including market risks and volatility.
Acted as one of the points of contact for the state of Florida Governmental 457 Deferred Compensation Plan. Duties included educating plan features to callers, responding to customer written and verbal questions via letter, telephone and email, and being a resource to other CSR's on the plan.
Responsible for educating producers on product features and rules.
Served as Subject Matter Expert and trainer for both Underwriting and Product Servicing
Researched and responded to customer and agent complaints regarding new and in force contracts.
Assisted IT in tracking and researching underwriting system problems.
Provided underwriting assistance to agents in preparing and submitting paperwork regarding new and in force contracts.
Institutional Client Services Representative/Retirement Plans Presenter
Safeco Mutual Funds, 1998-2003
Point of Contact for several large institutional clients, including Charles Schwab and Merrill Lynch.
Educated investors on stock and bond investing, including market risks and volatility.
Teaching classes on retirement plans to newly enrolled northwest US employees.
Developed procedures and daily management reports to monitor Broker/Dealer Activities.
Customer Service Representative/Analyst
Northern Life, 1996-1998
Servicing agents and providing information and education to policyholders on insurance concepts and IRS guidelines.
Prepared bank reconciliations and assisted with corporate financial statements.
Performed special projects for financial reporting unit.
SKILLS
Symetra Student of the Business, Level one and Symetra Student of the Business Level Two Continuing Education certifications.
Series 6 and 63 Securities Licenses (expired approximately 10 years ago.)
Professional Organizations: Alpha Kappa Psi
Critical Thinking
Data Driven Decision Making
Microsoft Excel, Access, Word, and PowerPoint
Underwriting, Legal, and Regulatory Compliance Technical Trainer
Problem Solving
Written and Oral Communications
WORK EXPERIENCE
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