Objective:
To obtain a challenging position that will utilize my experience and skills, while providing room for advancement and growth, and while working from my home office.
Work Experience:
Insurance Analyst
1/2007-3/2008 Techead/Bank of America, Capital Markets Servicing Group, Charlotte, NC
* Worked with very large commercial loans in a very large portfolio management scenario
* Processed Insurance premium payments
* Monitored policy coverage’s to be sure that they were in compliance with the loan agreements
* Dealt with the borrowers as well as their Insurance Agents to make sure that we had the proper documentation on file
Licensed Agent Staff- Office Representative
9/2001 - 9/2006 Lonnie Pike State Farm Insurance, North Vernon, Indiana
* Worked as the office manager in a fast-paced, high energy insurance office.
* Sold many types of policies including: all types of commercial auto and fire, personal auto, fire, life, and health policies.
* Helped customers to make sure that they had the correct amount of insurance to cover their personal and commercial properties.
* Assisted the State Farm Underwriters as a field underwriter for many different types of commercial and residential properties.
* Taught other team members how to quote several different types of commercial insurance policies, as well as many other types of personal and business products.
* Worked along with State Farm Bank to complete several types of loans such as auto, home equity, home mortgage, recreational vehicles, etc.
* Have knowledge and ability to complete applications for bonds, mutual funds, CD’s, annuities, savings, and checking accts.
* Appointed Notary for the State of Indiana.
Agent Staff
10/2000 - 9/2001 Gilbert Palmer State Farm Insurance, Columbus, Indiana
* Assisted the agent and other team members with all types of insurance sales and marketing.
* Completed marketing letters and calls to get new clients' renewal dates.
* Took payments, and made changes on existing policies.
* Assisted clients with making sure their assets were properly covered.
Secretary/ Agent's Assistant
6/1999 - 10/2000 Sword Insurance, Columbus, Indiana
* Worked with Hispanic families to properly insure their autos, homes, & businesses. With the help of a translator, I explained what types of policies they needed, as well as the cost of those
products.
* Customers grew to trust me, and started bringing in their friends and families. This helped the agent build up a large client base of various ethnicities.
Education
6/1999 - 1/2001 Ivy Tech State College, Columbus, Indiana
* Some College Coursework Completed
* Completed most of my general education courses that were needed, and took several classes in Early Childhood Education.
Insurance Licensing School, Indianapolis, Indiana
* Commercial, Property & Casualty License
* Life, Health, and Accident License
* Licensed in the State of Indiana for six years.
* October 2006, transferred license to the State of North Carolina.
References available upon request