Customer Service Administrative Assistant
Resume:
Nicholas D'Angelo
St Petersburg, FL 33707
*******************@*****.***
Objective
To obtain a challenging position with a market leader that will utilize my experience in insurance product knowledge, compliance knowledge, sales management, account management, and project management demonstrated by my past and present performances as a successful and profitable Independent Insurance Agent.
Profile
Motivated, personable business professional with a successful track record in the Insurance industry. Talent for quickly mastering technology. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling sensitive, confidential records. Demonstrated history of producing accurate, timely reports and client proposals. Proficient in meeting stringent regulatory guidelines.
Flexible and versatile – able to maintain a sense of humor under pressure. Poised and competent with the ability to easily transcend cultural differences. Thrive in deadline-driven environments. Excellent team-building skills.
Professional Strengths
Project Management
Report Preparation
Written Correspondence Computer Savvy
Customer Service
Marketing & Sales Insurance Product Knowledge
Back-Office Operations
Professional Presentation Skills
Career Development
THE JEFFERSON GROUP, LLC.– St Petersburg, FL
Member/Operations Manager/Agent, 2005 to Present
Professional Responsibilities
Prepare complex client proposals for the purpose of Financial and Estate Planning, ensuring full compliance with State and insurance regulatory requirements and deadlines.
Author professional correspondence to prospects and clients.
Design presentations for local seniors and associations, providing financial services and educating retirees on proper techniques to help achieve a sound retirement plan.
Conduct group sessions informing attendees on benefits provided by Medicare.
Communicate financial concepts to clientele using layman’s terms to facilitate understanding.
Rapidly learn and master various financial training programs.
Notable Achievements
Qualified member of Lincoln Financial Groups 2009 Premier Partners for production -2008
Recognized as a Producer of the Month at Tarkenton Financial, LLC for being the agent submitting the most Annuity premium for that period.
Currently a member of Tarkenton Financials First Down Club for maintaining the current Annuity production requirements.
Qualified for the 2009 MDRT Court of the Table for Insurance production.
FAMILY HEALTH INSURANCE SERVICES – St. Petersburg, FL
Administrative Assistant, 2001-2005
• Provide operations support.
• Arrange meetings and schedule appointment.
• Prepare documentations for presentations.
Education & Certifications
• St Petersburg Catholic High School
General Studies, 1996-2000
• St Petersburg College
General Studies, 2000-2003
• Florida Life, Health and Variable Annuity License (2-15)
Licensed since 2005
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