Service Representative Personal Assistant
Resume:
Barbara Veglia
*********@*****.***
I have worked in the Insurance Industry since 1995 and actively hold a License in the State of Texas for Health, Life and Property & Casualty
Work History
2017 to Current
North American Insurance Services, Frisco, TX
Client Relations Specialist and Personal Assistant to the President, Part Time
Provide customer service to company clients
Research, book and plan events for annual conferences and parties
Negotiate contracts with vendors
Book client appointments for company president and another agent
2015 to Current
Guardian Insurance, Amerilife & Unum
Benefit Enroller, Part Time Seasonal
Provide Enrollment Services support from home office
Provide Enrollment Services On Site for major local employers
July 2013 to December 2015
Metlife Full Time
Client Service Consultant working closely with Account Executives, Client Service Directors and internal staff to provide service to National Account large market clients in the 10,000 plus lives range. Responsibilities were:
Coordinates and facilitates client meetings and presentations
Communication requests
Contract updates and Certificate renewals
July1999 to July 2013
MetLife Full Time
Financial Service Representative and Registered Representative with FINRA.
In this role I worked with clients on an individual basis to determine their financial protection needs for their families and in preparation for retirement. I sold the following products:
Life Insurance
Disability Insurance
Annuities
Property and Casualty
I left this position to join National Accounts at MetLife
My Abilities Include:
Positive Attitude
Outstanding customer service and problem solving
Attention to detail and follow-up as needed
Willingness to go the extra mile to accomplish my goal
References are available upon request
Contact this candidate