Customer Service Life Insurance

Jennifer Curran

Retail Sales Management

Brewster, MA

Seeking a position that will enable me to utilize my extensive interpersonal, technological, outside sales, and customer service skills in a fast paced environment that offers the potential for growth and learning. I have 25 years of Customer Service experience and 12 years of Sales experience. Because of my work history. I bring a extensive skill set to the table. I’m looking for a unique sales opportunity that will be customer focused, product/s driven, and offer me an environment that teaches new skills and ideas. Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Life Insurance and Annuities Specialist

AAA-Dennis, MA

March 2023 to Present

• Assisted Clients finding suitable life insurance policies / annuity products that fit their needs and budget

• Processed New Applications for term and whole life insurance policies

• Worked lead CRM system

• Currently training to increase my knowledge of fixed annuities and IUL’s through RegEd and NAIC

• Called leads to book in person appointments

• Responsible for clients personal information

• Assisted clients in choosing which program would best secure their future

• Attended daily phone / Zoom company calls

• Training on products to increase my product knowledge Residential Sales Associate

CertaPro Painters-Barnstable, MA

February 2022 to Present

• Travels in designated sales territory and sells / informs consumer of home painting project information

• Follow through on company provided leads and use downtime to visit neighborhoods and hang door tags to generate business

• Utilizes presumptive close and positive attitude in every encounter with a prospective client

• Sells the company brand and informs customer about the company’s mission statement

• Ensures customer understands the timing for their project and knows they have me as a central point of contact between the crew and themselves

• Utilizes math and determines square footage of exterior or interior of customers home to estimate the home painting cost.

• Enters proposal information into computer and emails a detailed proposal to the customer through email.

• Follows up with customer and ensures they received their custom house painting job proposal

• Stays in touch with customer pre schedule, while the project is ongoing and follows through once the job is done

• Relies heavy on technology such as iPad, laptop and phone to enter consumer data

• Uses Microsoft office to write proposals, email customers and enter information Licensed Insurance Agent

Independent Contractor position-Hyannis, MA

February 2021 to Present

• Assisted Clients finding suitable life insurance policy that fit their needs and budget

• Processed New Applications for term and whole life insurance policies

• Worked lead CRM system

• Currently training to increase my knowledge of fixed annuities and IUL’s through RegEd and NAIC

• Called leads to book in person appointments

• Responsible for clients personal information

• Assisted clients in choosing which program would best secure their future

• Attended daily phone / Zoom company calls

• Training on products to increase my product knowledge Solar Sales Consultant

Sunrun-Hyannis, MA

January 2020 to March 2022

• Actively sought customers to educate them on the value of solar energy

• Assisted customers in determining what savings they could expect to see

• Looked at home to determine whether Solar would be a good fit

• Assisted in training new representatives

PCA Personal Care Assistant

Sandra McNulty-Chatham, MA

January 2020 to September 2020

• Assisted Client with ADL’s (activities of daily living)

• Gave medication at prescribed times •Household chores such as cleaning, shopping, and meal prep

• Assisted client to various doctor’s appointments

• Provided companionship

• Assisted with Hospice Care

Homeschool Teacher

Curran Schoolhouse-Brewster, MA

April 2013 to September 2019

• Researched and prepared curriculum that met Massachusetts Educational Guidelines

• Taught All Core Subjects and Electives chosen by the student

• Administered Assignments (Research Papers/Homework/ Test Prep

• Assisted with content that was confusing)

• Prepared student for graduation date of 6/2019

• Assisted in ACT and HiSet Exam Testing

Senior Sales Representative

AT&T-Hyannis, MA

September 2008 to September 2010

• Assisted Customers in a fast paced retail environment

• Processed New Applications for cellular service

• Corrected billing errors for customers

• Responsible for maintaining order accuracy

• Provided customers with technical support on broken equipment

• Opened/Closed store

• Responsible for cash / bank deposit at end of shift

• Assisted customers in choosing equipment that would be most appropriate for them

• Sold Cellular equipment/ accessories and additional packages customized to each customer’s needs Senior Retail Customer Service Representative

Verizon Wireless-Bellingham, MA

August 2007 to November 2007

• Assisted Customers in a fast paced retail environment

• Processed New Applications for cellular service

• Corrected billing errors for customers

• Responsible for maintaining order accuracy

• Provided customers with technical support on broken equipment

• Assisted customers in choosing equipment that would be most appropriate for them

• Reviewed accounts for billing accuracy and corrected discrepancies

• Performed all aspects of equipment troubleshooting and technical support Senior Customer Service Representative

Verizon Wireless-Wilmington, NC

February 2006 to August 2007

• Answered client calls in a fast paced call center environment

• Assisted management with special projects in an efficient timeframe

• Provided assistance in training new hires

• Responsible for maintaining customer accounts in all of the corporate billing systems

• Used analytical skills to deal with billing issues on individual accounts

• Reviewed accounts for billing accuracy and corrected discrepancies

• Performed all aspects of equipment troubleshooting and technical support

• Worked with customers relocating to new states processed relocation accounts

• Consistently maintained a leading performance rating in quality and productivity Senior Credit and Order Operations Representative

Verizon Wireless-Wilmington, NC

June 2004 to February 2006

• Provided initial and ongoing training to new employees

• Ensured adherence to Standard Operating Procedures regarding credit inquiries

• Followed corporate procedures in regards to Federal privacy guidelines

• Worked directly with Supervisors to develop more efficient credit application processing procedures

• Assisted training new hires on the procedures used to review and rate credit applications

• Responsible for assessing Business Credit applications through major credit reporting bureaus

• Regularly attended feedback sessions to discuss how to improve quality and accuracy

• Maintained a leading performance rating in both quality and service

• Assisted management with special projects in a timely manner

• Acted as direct liaison to Verizon Wireless and independent sales representatives across the country

• Worked with fraud department to ensure credit accuracy and security Senior Fund Representative JP Morgan Group

EQUISERVE FINANCIAL SERVICES-Canton, MA

December 2003 to May 2004

• Answered shareholders questions in regards to foreign stock

• Assisted management with the processes necessary when JP Morgan became transfer agent for new companies

• Worked closely with new hires answering questions regarding legal processing guidelines as written by the FTC

• Made quick sheets available to staff with FTC guidelines regarding sales, transfers, or probate issues

• Processed Sales and Transfer Requests

• Assisted Probate Attorneys with legal requirements for the transfer of stock

• Researched stock certificates and assisted clients with value and share balances

• Worked on special projects as needed

• Sent correspondence to clients if documentation required was incomplete or missing

• Responsible for researching old stock certificates and determining the transfer agent holding them

• Assisted Junior Representatives with questions / problems in processing sell, transfer requests Education

BA in Psychology

Southern New Hampshire University - Work at Home

November 2015 to June 2017

Associate in Psychology

Suffolk University Boston - Boston, MA

1994 to 1997

Dedham High School - Dedham, MA

1986 to 1990

Skills

• Customer Service

• Cellular

• Sales

• Retail

• Cash Handling

• MS Office

• Excel

• Microsoft Word

• Microsoft Office

• Inventory

• Marketing

• Management

• Insurance sales

• Medicare

• Underwriting

• Time management

• Financial services

• CRM software

• Product management

• Microsoft Excel

• Telemarketing

• Microsoft Outlook

• Typing

• Communication skills

• Negotiation

• Sales

• Negotiation

• Outside sales

• Customer relationship management

• CRM software

• Insurance sales

• Salesforce

• Customer service

• Team management

• Proposal writing

• Typing

• Research

• Training & development

• Sports coaching

• Residential painting

• Communication skills

• Leadership

• Management

• Marketing

• Direct sales

• Sales management

• Retail math

• Banking

• Mobile devices

• Writing skills

• Microsoft Office

• Bank Secrecy Act

• Relationship management

• Cash handling

• Credit analysis

• Financial services

• Supervising experience

• Product management

• Microsoft Word

• Microsoft Excel

• Microsoft Outlook

• Math

• Computer skills

• Door-to-door

• Computer literacy

• Social media management

• Fundraising

Certifications and Licenses

Licensed Insurance Agent

February 2021 to December 2024

Certified Scrum Master

Insurance Producer License

Life Insurance License

Driver's License

Assessments

Customer service — Proficient

October 2021

Identifying and resolving common customer issues

Full results: Proficient

Administrative assistant/receptionist — Proficient November 2022

Using basic scheduling and organizational skills in an office setting Full results: Proficient

Sales fit — Proficient

February 2022

Measures the traits that are important for success in sales positions Full results: Proficient

Customer focus & orientation — Proficient

June 2023

Responding to customer situations with sensitivity Full results: Proficient

Sales skills — Proficient

December 2022

Influencing and negotiating with customers

Full results: Proficient

Customer service — Proficient

June 2023

Identifying and resolving common customer issues

Full results: Proficient

Administrative assistant/receptionist — Proficient November 2021

Using basic scheduling and organizational skills in an office setting Full results: Proficient

Work motivation — Proficient

February 2023

Level of motivation and discipline applied toward work Full results: Proficient

Sales skills — Proficient

September 2021

Influencing and negotiating with customers

Full results: Proficient

Outside sales — Proficient

December 2023

Understanding and responding appropriately in sales scenarios, and performing common sales calculations

Full results: Proficient

Call center customer service — Proficient

October 2021

Demonstrating customer service skills in a call center setting Full results: Proficient

Customer focus & orientation — Proficient

October 2021

Responding to customer situations with sensitivity Full results: Proficient

Customer service — Proficient

November 2022

Identifying and resolving common customer issues

Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

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