PROFILE

I have worked in the health/life, etc. insurance business since 2008 performing a variety of duties and obtaining my broker’s license in 2022. Looking for a position that can utilize my skills and offer new learning experiences. Highly motivated.

EXPERIENCE

Inszone Insurance February 2022 - July 2023

Started with Inszone in February 2022 as an Administrative Assistant then promoted to Benefits Account Manager in May 2022 after obtaining my broker’s license. The only real difference in duties included the ability to sell insurance products.

* Answered clients phone calls/emails

* Maintained files

* Composed letters and emails

* Helped clients with various issues including claims, billing, etc.

* Shopped new and current clients benefits

* Prepared spreadsheets for proposals

* Sold insurance products

Insurance Matters, Inc. July 2008 - February 2022

This was a family owned business that was eventually sold to Inszone Insurance in February 2022. I started working there right out of high school and over the years learned the many aspects of the health/life/dental/etc. insurance business.

* Assistant to brokers

* Answered phones

* Shopped groups and prepared proposals

* Assisted clients with issues such as claims, billing, etc.

* Worked with both clients and health insurance companies

* Maintained files and office inventory

* Customer Service

EDUCATION

Life and Health Insurance License May 2022 AD Banker, Colorado

High School June 2008 Coronado High School

SKILLS

*Microsoft Office Suite

*Apple Numbers, Pages, etc.

*Communication (written & verbal)

*Customer Service

*Scheduling

*Multitasking

REFERENCES

*Beth Hughes - O’Brien’s Carpet One / Owner - Previous Client - 719-***-**** adz6kz@r.postjobfree.com

*Troy Westergren - Warner Pacific Insurance Services - Sales Executive - 800-***-**** - adz6kz@r.postjobfree.com

*Patricia Hocking - Fraley Family Practice / Human Resources - Previous Client - 719-***-**** - adz6kz@r.postjobfree.com

*Barbara Schuler - Cheyenne Mountain Roofing / Human Resources - Previous Client - 719-***-**** - adz6kz@r.postjobfree.com

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