Life Insurance Agent
Resume:
Kayla Smith
************@*****.***
SKILL SUMMARY
• Accounts Receivable • Customer Service • Sales
• Book Keeping • Contract Administration • Risk Management
• Insurance Claims Management • Office Management • Certified Notary Public
PROFESSIONAL EXPERIENCES
Insurance Claims and Management
• I am a Licensed Life and Health insurance agent. I received my license in November of 2009 and look forward to getting my Property and Casualty License. While with American National I have been responsible for a list of cliental, monitoring payments, claims, new applications, and sales.
• I was also responsible for all paperwork, this includes but not limited to beneficiary changes, ownership changes, claims, etc.
• While with Meza Construction Company I was responsible for filing and upkeep of all insurance and workers compensation claims.
• I have received moderate training and experience with insurance companies regarding workers compensation claims, auto claims, safety procedures, etc
Areas of most Proficiency - Safety and Office Management
• With Meza Construction Company I was responsible for the administration of all contracts. This included creating, upkeep, organizing, and security of all contracts.
• Office Management for 1.5 years. During this time, I was responsible for insurance audits, weekly and monthly certified payroll reports, and customer service for not only the construction crews but also all visitors, new hire safety training, organization of safety meetings for up to 6 different crews, maintain all safety requirements for all foremen and necessary employees.
• With Receivable Management Services I was required to maintain and turn in weekly reports of my top accounts and biweekly meetings with the client on my top 25 accounts.
Accounts Receivable
• During my employment with American National Insurance Company I was a field agent and was responsible collecting and servicing my area of clients with a total premiums of $13,800
• During my first month with Receivable Management Services I was awarded with Most Valuable Player award for collecting the highest dollar amount for our team within a month time period.
• With Receivable Management Services I was responsible for maintaining the collections for over 250 clients for invoices ranging from 100k to 1.5 million dollars.
• While with Meza Construction Company I was responsible for the collection on all contracts and insurance claims.
EMPLOYMENT HISTORY
• August 2009 - Present
Life and Health Insurance Agent
American National Insurance Company
Lakewood, Colorado
• March 2009 - August 2009
Assistant Manager Trainee
Dairy Queen
Lakewood, Colorado
• November 2008 - January 2009
Accounts Receivable Specialist
Receivable Management Services
Pueblo, Colorado
• February 2005 - September 2008
Office and Safety Manager
Meza Construction Company
Denver, Colorado
EDUCATION & TRAINING
• Construction Management Certificate through Colorado State University Denver in 2007
• Licensed Life and Health Insurance Agent
With Meza Construction Company I have been through numerous safety training courses with Pinnacol Assurance, CRS Brokerage and OSHA. Classes have included but are not limited to:
• Claims Management
• OSHA 10 Hour
• Accident investigation
• Accident reporting
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