CINDY KUEHL

Dallas Center, IA *****

515-***-**** - adz7cm@r.postjobfree.com

PROFESSIONAL SUMMARY

Detail-oriented and collaborative professional capable of managing multiple projects with precision and accuracy. Seeking a full-time position that presents professional challenges where I can leverage my strong interpersonal, time management, and problem-solving abilities. Highly motivated and passionate about pursuing roles related to Group Life Insurance, Variable Life Insurance, Annuities, Fixed Annuities, Disability Insurance, or Catastrophic Major Medical products. Committed to contributing to team efforts and achieving company objectives. An organized and dependable individual, I'm always ready to take on additional responsibilities to ensure team success. Knowing customer information to see if suitable for product customer is purchasing. Have obtained Series 26 and Series 26 license to approve suitability for financial products.

SKILLS

Accounts Payable and Accounts

Receivable

Critical Thinking

Training Junior Team Members

Customer Needs Assessments

Status Updates

Active Learning

Operational Efficiency

Payment Transactions

Customer Inquiries

Business Operations

Credit Card Payments

Carrier Negotiations

WORK HISTORY

08/2023 to Current Rural Mail Carrier

Grimes Post Office – Grimes, IA

Maintained records on customers with mail forwarding and change of address requests.

Organized mail ahead of delivery runs for correct routing. Delivered mail and packages to customers on prescribed route while processing check submissions, money orders, and stamp purchases in field. 08/2019 to 08/2023 New Business Associate

AMBA Formerly Mercer – Urbandale, IA

Contributed to team objectives in fast-paced environment. Performed effectively in self-directed work environment, managing day-to-day operations and decisions.

Quoted prices, credit terms and other bid specifications. Kept detailed records of daily activities through online customer database. Keyed Life, Annuity and Catastophic Major Medical coverage sent in from applicants.

Did monthly reporting, deleting children to be taken off of coverage due to age standards, made changes to existing coverage such as increases, decreases, changing amount of coverage.

Performed monthly reports to management monthly which had not been issued correctly due to system issues and system errors.

Recorded accurate and efficient records in customer database. Engaged with customers to build business relationships. 04/1980 to 11/2018 New Business Specialist, Suitability Specialist Farm Bureau – West Des Moines, IA

Followed all company policies and procedures to deliver quality work. Listened and responded to customer requests and forwarded necessary information to superiors.

Interpreted clients' needs and introduced services to fit specific requirements. Assisted with staff training to enforce quality, safety and sanitation guidelines. Maintained current understanding of market conditions, compliance standards and best practices.

Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs. Supported work of field sales team with knowledgeable and efficient clerical assistance.

Tracked application status throughout review process. Examined and processed Life and Annuity applications. Input Life and Annuity data in fast-paced environment. Review suitability for financial products.

Test new systems to make sure they are compatible with our products. Supervisory skills for 15 years.

Monthly reports to directors and upper management. Collect premiums to apply to account and contacting agent regarding other state forms needed.

Fast issue underwriting on Life Insurance applications. EDUCATION

05/1980 High School Diploma

Dallas Center-Grimes High School - Grimes, IA

Series 6 license

Series 26 license

SCLA designation

AEI designation

AIAA designation

FFSI designation

FLMI designation

WCLS designation

ACS designation

PCS designation