Legal Assistant Relations Representative
Resume:
HENRI R. CALIXTE
Rosedale, NY 11422
Tel: 347-***-****
*************@*****.***
**/** -******* ****** *&M HOLDINGS, LLC
President Owner: Real estate acquisition and sales of residential properties.
10/11-10/16 HRC BROKERAGE INC.
President/Owner: Formed Multiple Services Company in the State of New York focusing primarily on export and purchase of electronic products and computers, and Real Estate investment, acquisition and sales of residential and commercial properties.
12/10 - 05/11 NEW YORK LIFE INSURANCE, Melville, NY
Registered Financial Representative attached to the Melville General Office. Primary responsibilities involved the sales of life, health, disability insurance products, as well as long term care, annuity products and investments.
02/06 – 01/10 FORESTERS EQUITIES, Toronto, Canada
General Agent primarily responsible for the sales of Life, Health, Annuity, Long Term Care and Disability products.
Maintain and service existing accounts with a focus on product retention. Best year’s sales compensation: $50K.
10/07 - 12/08 JPMORGAN CHASE, New York, NY
Licensed Personal Banker responsible for retaining and deepening banking relationships with existing customers as well as acquiring new customers. Identified and anticipated customers financial needs through active relationship management and regular customer contact. Additionally, served as liaison between the customers and the bank’s resources in areas of investments, retirement, mortgages and loans.
06/05 – 01/06 NEW YORK LIFE INSURANCE, New York, NY
Life and Health agent attached to the Manhattan General Office. Primary responsibilities involved the sales of life, health, disability insurance products as well as long term care and annuity products.
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07/03 – 06/05 ALWAYS THERE HOME CARE, Long Island, NY
New Business Consultant working on a per diem basis prospecting and securing new accounts for the Health Care Agency as needed with involvement in proposals drafting and editing.
11/00 – 06/03 NYLIFE SECURITIES, INC., (NY Life Insurance), New York, NY
Compensation Accounting Associate: Handled and processed commissions payments on all of New York Life’s asset management business relations:
Retail Commissions Class A & B
Institutional Funds Commissions
Brokerage Commissions – Stocks, Bonds, Mutual Funds
12b1 (Trails) Commissions
Finders’ Fee Commissions
Outside Broker Dealer Commissions
Maintained database for proper licenses and renewals
Assisted the Variable Annuity Unit in the testing of new products using the Cyberlife system.
06/95 – 11/00 NEW YORK LIFE INSURANCE, New York, NY
Office of the General Counsel, Legal Assistant: Case management responsible for the integrity of the database. Processed all matters in areas of litigation, insurance, investments and employment. Reviewed all new matters to determine the appropriate line of business, account lines and corporate entities. Maintained database accordingly. Produced budget and board reports quarterly and as needed. Coordinated and reported in-house attorneys’ functional time allocation. Processed outside counsels legal fees.
HENRI R. CALIXTE
238-19 148th Drive
Rosedale, NY 11422
Tel: 718-***-**** ; 347-***-****
E-mail: *********@*****.***; *************@*****.***
05/94 – 06/95 NEW YORK LIFE INSURANCE, (NYLTEMPS, INC)
Corporate Compliance Complaint Resolution Division Associate: Reviewed, researched and responded to Department of Insurance and policyholders’ inquiries. Maintained an automated logging system.
05/92 – 05/94 AMALGAMATED LIFE INSURANCE, New York, NY
Service Executive: Interacted directly with Group Administrators, Insurance Secretaries and plan members. Conducted educational and sales-oriented presentations to plan members and prospective clients. Serviced existing accounts in areas of enrollment, eligibility, major medical/hospital, disability, life insurance dental and optical claims processing. Provided support to the Special Review Division with an emphasis on frequency and interpretation of claims experience.
05/89 – 05/92 GROUP HEATH INCORPORATED, New York, NY
Subscriber Relations Representative: Coded, adjusted medial claims. Maintained extensive contact with subscribers and providers relating to coverage, payment of claims and various GHI plans.
EDUCATION:
Queensborough Community College, Criminal Justice
New York University, Paralegal Studies
John Jay College of Criminal Justice, Legal Studies
New York City Technical College, Data Processing
Lycee Francois Duvalier, Haiti, Baccalaureate
SKILLS: Human Rights Consultant, US Institute of Democracy and Human Rights (USIDHR), Washington, DC
Microsoft Office MS Word, Access, Excel, Powerpoint; CPT, ICD 9 Codes,
Fluent in French and Haitian Creole and Some Spanish.
LICENSES: Life and Health, Series 6 and Series 63
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