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Life Insurance Customer Service

Location:
San Diego, CA
Posted:
October 16, 2020

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Resume:

PROFESSIONAL PROFILE:

Motivated and driven professional with two and a half years of bartending experience, and a degree in Economics and Finance, seeks a challenging bartending position within a fast pace environment. Detail-oriented with strong communication, customer service, and interpersonal skills ready to excel in a professional organization.

EDUCATION:

Real Estate Salesperson License California

DRE# 02105372

Southern Illinois University Edwardsville (SIUE) Edwardsville, IL

Bachelor of Science in Economics and Finance December 2019

Study Abroad – Richmond University, London UK Spring 2018

GPA: 3.10

Lewis and Clark Community College (LCCC) Godfrey, IL

Associate in Science May 2018

EXPERIENCE:

Kidder Mathews San Diego, CA

Client Service Coordinator January 2020 to July 2020

Coordinate the preparation of correspondence, proposals, reports, leases, presentation packages, flyers, e-flyers, etc. with brokerage staff.

Track and maintain a database which includes contacts, information on projects and properties (including tenant information, lease information, copies of leases and any other documentation, marketing activity, etc.), deal pipeline, and invoicing/commission/team accounting data.

Field calls and provide project marketing materials, answer questions about availabilities, gather market information, coordinate tours of available space.

Prepare new listing agreements, track upcoming expirations and prepare renewal letters in advance of expiration.

Molly’s in Soulard St. Louis, MO

Bartender May 2017 to January 2020

Allocate time management efficiently working 30-35 hours weekly while enrolled as a full-time student.

Demonstrate the ability to multi-task quickly while dealing with various situations/ customers with over $3,500 worth of transactions a shift.

Communicate with other staff members to ensure duties are completed on time and efficiently.

Provided customer service which resulted in returning customers.

Kept the bar area safe, clean, and well-stocked throughout each working shift.

The Staenberg Group St. Louis, MO

Leasing and Development Internship January 2019 to December 2019

Assist with management of a high-profile client, Lion’s Choice, by attending strategic meetings and site visits related to specific market opportunities.

Develop regional demographics and competitive analysis research reports, necessary to assist Lion’s Choice with strategic planned expansion in the local market and through the Midwest region.

Marketing available small retail spaces by researching potential tenants through various online resources and by having proactive phone conversations to generate potential sales appointments.

Communicate with company President/Owner on new projects and market research opportunities within each department.

Generate loan packets with the finance team to present to the bank and investors necessary for new development projects.

Analyze market statistics to evaluate trends in the market that are necessary for new business development in the local market.

Wilks and Associates Swansea, IL

Internship May 2018 to September 2018

Prepared client’s financial portfolio information before every financial planning meeting to enable planners to have meaningful client conversations related to their portfolio and market opportunities.

Researched stock predictions to assist financial planners with recommendations to clients related to buying or selling of stocks.

Ensured whole life policy goals were being met for our clients and provided communication to clients around additional life insurance options.

Performed administrative duties as needed including setting initial and review appointments, answering phones, and maintaining records associated with gains and losses for the firm.

PROFESSIONAL INVOLVMENT AND RECOGNITION:

Commercial Real Estate Women (CREW), Member Services Committee 2019 to Present

oAssist the creation/ help run Trivia for scholarships for young Women in Commercial Real Estate

International Business Association 2017 to Present

oVice President (2018 to Present)

oSecretary (2017 to 2018)

SIUE Entrepreneurship Club 2017 to 2019

LCCC President’s List 2015 to 2017

CERTIFICATIONS:

Microsoft Digital Literacy Certification

VOLUNTEER EXPERIENCE:

First Baptist Church-Bethalto, Bethalto, IL



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