Administrative Assistant

Dorothy J. Holmes

Professional Summary

• ** years of experience in the Insurance industry, 7 years with MetLife.

• Experienced in all Insurance products including Life, Annuities, and LTC.

• Solid customer service and administrative experience.

• Ability to manage multiple tasks in a pressured environment.

• Ability to direct and lead the work of others, as well as mentor and provide work leadership to less experienced clerical and administrative personnel.

• Solid decision-making and problem solving skills.

• Maintains a high level of influence, professionalism, and excellent people skills for personable and tactful interaction with a wide range of individuals.

• Computer proficiency in Microsoft Word, Excel, PowerPoint, Internet and Outlook/Lotus Notes, Email/Calendar applications, and a keen interest in learning new software packages.

Employment History

Metlife Insurance Co

South Jersey Financial Group, Marlton, NJ Nov 2003 to March 2010

New Business Case Manager

• Processed New Applications for Metlife and New England Financial Agents and Brokers.

• Ordered medical requirements along with medical records for prospective clients.

• Input information into Client Data System for tracking.

• Set up files for new clients.

• Sent out status reports to all agents on cases at least twice a week.

Receptionist/Customer Service Rep/Agency Assistant

• Meet and greet clients and potential employees.

• Responsible for answering phones with multiple phone lines and directing calls to proper person.

• Responsible for weekly reports and making sure CD rates are updated.

• Responsible for screening, opening and distributing mail, Overnight packages and boxes.

• Processed all enforce service work in a timely manner.

• Provided efficient and timely customer service to High network Individuals.

Penn Mutual Life Insurance Co

Professional Economic Growth Group, Edison. NJ June 1992 to Nov2003

New Business Case Manager

• Processed New Applications for 30 to 40 Agents/Brokers.

• Ordered medical requirements.

• Input application information into Client Data System for tracking.

• Sent correspondence to Home office via Lotus notes and overnight packages.

• Set up files for prospective clients.

• Sent out status reports to agents.

• Assisted Office Manager with various duties.

• Provided efficient and timely customer service to High Network Individuals.

Contact this candidate