Executive Life Insurance Underwriter

Janis Rosenel

*** ***** *****, ***** ********, New York 11710 [516-***-****] (Cell: 516-***-****)

[E-mail: ********@***.***]

Objective To obtain a challenging position to utilize my previous insurance experience.

Experience Executive Underwriter

2008-2009 Affiliated Financial Services, Syosset, New York

 Arrange the medical exams, APS’s and life expectancy reports

 Review new applications and medical requirements

 Submission of all life and settlement applications

 Submission of all requirements to carriers

 Follow up with Insurance and settlement companies until cases are complete

 Secure Delivery Requirements

 Follow up with Insurance and settlement companies until cases are complete

Executive Underwriter

2006 - 2008 Capital Creation Group, Syosset, New York

 Order Illustrations, medical records, CPR reports and life expectancy reports

 Review new applications and medical requirements

 Prepare new applications for submission and follow up with insurance carriers

 Submission of all requirements to carriers

 Secure Delivery Requirements

 Knowledge of SmartOffice client base software, word and excel

Administrator / Underwriter

2005 - 2006 Preferred New York Financial Group, Jericho, New York

 Run all illustrations, medical exams, APS’s for Life and Long Term Care

 Review new applications and medical requirements

 Prepare new applications for submission and follow up with insurance carriers

 Submission of all requirements to carriers

 Secure Delivery Requirements

 Process any policy changes for existing business

 Knowledge of Advisors Assistant client base software, word and excel

Administrator

2002 - 2005 Lipset & Associates, Ltd., Syosset, New York

 Run illustrations for Life, Health and Long Term Care

 Review new applications and medical requirements

 Arrange the medicals and APS’s for the entire company

 Prepare new applications for submission and follow up with insurance carriers

 Submission of all requirements to carriers/Secure Delivery Requirements

 Process any policy changes for existing business

 Process licensing contracts for new producers

 Knowledge of Advisors Assistant client base software, word and excel

Administrative Assistant

2000 - 2002 Richard Birnbaum Agency, East Meadow, New York

 Submission of Life and Long Term Care Applications

 Assisted in sales presentations and ffice. in monthly Long Term Care seminars.

Administrative Assistant

1985 - 1990 Inter-Cas Ltd., Jericho, New York

 Processed applications for Excess Liability Insurance.

Education Syosset High School, Syosset, New York, 1974 - Life/Health Insurance License

References Available upon request

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