Insurance Agent Store Manager
Resume:
Sheri Means
Tampa, FL *****
***********@*****.***
Authorized to work in the US for any employer
Work Experience
Financial consultant/Insurance agent
New York Life Insurance Company/NYLIC Securities - Tampa, FL November 2021 to Present
• Create relationships with prospective clients from various sources such as networking, cold calling, and referrals.
• Distribute policy proceeds after a claim is submitted and approved.
• Make recommendations for risk management strategies that fit clients' personal risk profiles.
• Complete administrative tasks including maintaining records and handling policy renewals.
• Track insurance claims to ensure client and company satisfaction.
• Describe the advantages and disadvantages of different policies and financial solutions.
• Respond to clients’ insurance-related questions and issues. Senior Regional Account Manager
Aflac - Tampa, FL
February 2018 to May 2021
As a licensed life and health agent, I was responsible for prospecting for new clients, offering our services to small business owners, and direct individuals. I was also responsible for the quarterly maintenance of any established orphaned accounts in the region.
Lead Site Instructor
Hillsborough County Public Schools/After School Program - Tampa, FL August 2008 to April 2017
• Supervision of a site that provides academic support and enrichment services for the public school system.
• Responsible for planning, scheduling and management of day-to-day operations of program; this includes staff scheduling, management, administration, operations, payroll, safety, health and curriculum development as well as execution.
• Successfully established various experiences, clubs and enrichment activities for the children.
• Assisted Company with employee recruitment as well as interviewing potential applicants. In home health care agent
Home instead/ private Home - Indianapolis, IN
February 2002 to July 2008
• Monitored patient condition by observing physical and mental condition, intake and output, and exercise.
• Supported patients by providing housekeeping and laundry services; shopping for food and other household requirements; preparing and serving meals and snacks; running errands.
• Assisted patients by providing personal services, such as, bathing, dressing, and grooming. Personnel Director
NOI Security - Washington, DC
May 1991 to August 1997
• Ensured that all laws and codes were followed in all aspects of hiring, training, certifying, educating, insuring, and discharging employees
• Assisted in the development of company standard operating policies and procedures, and developed various entry level tests for perspective employees
• Assisted in the recruiting and interviewing process as well as the administration of all exit review
• Established five remote personnel offices across the United States including an international site in London, England
Education
Bachelor of Science in Psychology
University of South Florida - Tampa, FL
2013 to 2017
Skills
• • Microsoft Windows
• • Microsoft Word, Excel, PowerPoint (7 years)
• • Cayen Systems (5 years)
• • SharePoint (4 years)
• • HTML (9 years)
• Account Management
• Salesforce
• Presentation Skills
• Military Experience
• Computer Networking
• Curriculum Development
Military Service
Branch: Army
Service Country: United States
Rank: Spc/E4
August 1986 to April 1989
• Maintained a top secret security clearance
• Was responsible for receiving, decoding, and sending top secret messages from remote field sites
• Achieved the rank of Specialist E-4
• Appointed Driver for the Company Commander
Commendations:
•Good Conduct Medal (Army)
•Sharpshooter (Rifle)
•Army Service Ribbon
•Recognized for exemplary service with NOI Security
•Marksmanship Badge
Certifications and Licenses
Class room management
April 2014 to Present
How to affectively manage a classroom
CPR/AED and First Aid
February 2022
Leadership Development for Teachers
April 2013 to Present
Health and Nutrition
August 2015
Licensed Insurance Agent
February 2018 to Present
Licensed for life and health insurance
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