Yolanda White-Cooks
Lancaster Texas 75146
469-***-**** cell
EDUCATION
University of Arkansas Pine Bluff, Pine Bluff, Arkansas
Majoring in Political Science 1994 - 1996
Eldorado High School, Eldorado, Arkansas, 1994
PROFESSIONAL EXPERIENCE
BenefitMall Dallas, Texas
Sales Assistant 2/2005 – present
Work independently to provide support to business sales agents in all aspects of insurance needs
Evaluate, coordinate, and execute the selection of preferred providers for each broker.
Organize rate quotes by communicating with different medical carriers on health, dental and life
Define and develop plan requirements to ensure proper rates are distributed to the correct groups.
Assist the sales agents with quotes from different carriers of insurance
Use overtime and multitasked organization to meet daily deadlines
Perform general office duties
Utilize data entry for several quotes in different offices
Train employees on distribution of daily production
Americo Life Financial & Annuities Company Dallas, Texas
Agent Call Center Representative 1/1998 - 10/2004
Processed call center phone reports daily
Assisted manager in different projects by writing different procedures for the Department.
Answered calls from agents regarding policy commission and licensing issues
Assisted agents to log on to website and faxing sales information to agents
Used trouble shooting/solving techniques to correct issues and concerns of agents
Utilized multitasking skills to process mortgage applications and notifying agents of their incompletion
Informed agents of underwriting guidelines and specific state approvals
New Business Underwriter/Representative
Analyzed risk factors along with the presence of compensating factors that might mitigate risk
to the company as well as structure transactions accordingly.
Achieved 98 % quality as a Life Jet Underwriter by documenting and processing accurately.
Entered clients information into the system through Vantage and Cicsos/I
Determined the most cost effective plan for the client
Networked daily with insurance agents
Assisted insurance agents in serving clients with excellence
Imaging Technician
Coded Life applications properly
Scanned applications into the OS/2 system
Indexed the application and applied the amount paid into the system
Balanced daily accounts at the end of each shift
SEMINARS & TRAINING
Completion of Medical Terminology Seminar
Computer Operating Systems (OS/2, Cicsos/1, Vantage, AS400, etc.)
Windows 95 Training
Microsoft Word
Microsoft Excel
Microsoft Outlook
Lotus Notes
VGA
CRQS Quoting System
Salary Requirements 35k