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Insurance Agent

Location:
Meriden, CT
Posted:
December 14, 2020

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Resume:

Daniel Menard

Meriden, CT

adiok8@r.postjobfree.com • 203-***-****

Education

Quinnipiac University, School of Business, Hamden, CT

May 2016

Bachelor of Science in Finance

Southern New Hampshire University, Manchester, NH

June 2020

Masters of Science in Management; Emphasis in Sports and Teams

Experience

American Income Life September 2020 – Present

Life and Health Insurance Agent

•Provides service to clients’ changing insurance needs by selling life and health insurance.

•Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.

•Provides death benefits by delivering policy proceeds and reassessing client needs.

•Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.

TEKsystems August 2019 – July 2020

Functional Recruiter

•Utilize strategic sourcing tools and resources to identify and evaluate qualified candidates

•Partner with and match local IT Professionals with career advancing opportunities

•Developed knowledge of IT software and methodologies, while partnering with local companies through research to address Human Capital needs

Metsä Board Americas Corporation October 2017 – June 2019

Customer Service Analyst

•Develop and maintain lasting relationships with a defined client group from order to invoice

•Provide expertise by implementing changes to existing processes to increase accuracy, efficiency and responsiveness

•Maintain all customer master data and information in SAP and backup files

•Monitor the age level and rotation of stock for accounts at agreed limits

•Monitor credit limit issues with customer accounts and notify sales of any irregularities

•Gather and process all relevant information, complaints, trials, delays, and payments

•Utilize internal systems to obtain and extract order information to provide customers with data reports

Crius Energy

Operations Analyst July 2016 – October 2017

• Monitor EDI transactions to provide the appropriate customer experience and comply with state regulations

• Act as primary operational Auditor

• Monitor and report system errors and work closely with team members to resolve data discrepancies

• Utilize analytical skills to resolve customer service inquiries

• Perform data analysis to create and maintain reports and metrics required

Extracurricular Activities & Volunteer Activities

SONO Field House, Soccer Referee 6v6 Co-ed and Men’s League

April 2017- August 2017

Pi Kappa Phi Fraternity, Iota Lambda Chapter, Alpha Class, Finance Committee

April 2013 - May 2016

National Association for the Advancement of Colored People (NAACP), Treasurer

October 2013 - May 2016

Quinnipiac University Athletic Department, Operations Graduate Associate

August 2018 – December 2018

Skills

Computer: Advanced Excel, Word, Power Point, SAP Accounting Software, Access

Languages: Conversational French, Fluent in Haitian Creole

General: Public Speaking, Leadership, Social Media, Teamwork



Contact this candidate