[First Name] [Last Name]
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[Country] [City] [State/Province] [Zip Code]
Contact Number: (012)-345-6789
Email Address: [[email protected]]
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Career Objective:
Customer-oriented and highly efficient Insurance Assistant seeking a challenging position with ‘ABC Insurance Corporation’ to use my strong background and experience to achieve company targets, and provide excellent client satisfaction.
Summary of Skills:
- Comprehensive knowledge of various life insurance policies,
- Ability to understand clients’ needs, and recommend insurance policies
- Adept at explaining features, advantages, and rules to customers
- Proficient in answering customer queries over calls, mails and doing various tasks like photocopying, fax or filing documentation
- Ability to handle and answer queries and inquiries related to policies
- Capable of managing and organizing insurance policy documents
- Competent in handling Microsoft Office Suite and other computer applications
- Exceptional interpersonal and customer service skills
Work Experience:
Insurance Assistant
Starr Insurance Services, Stamford, CT
July 2016 – Present
- Handling incoming calls, and assisting customers for choosing an appropriate life insurance policy
- Preparing insurance forms, including identification cards, policy papers, premium schedules, and endorsements for better understanding of the customers
- Assisting for the issuance of policy before maturity date in special cases like hospitalization or emergency situations
- Building and managing portfolio of insurance customers by maintaining good relationships, and providing quality services
- Assisting executives with their daily tasks like recording minutes of client meetings as well as handling the portfolios
- Coordinating with insurance agents to promote life insurance policies using unique marketing techniques, and added $50.5M in revenue for the last financial year
- Forwarding incoming messages and correspondence to agents working on field to achieve monthly targets
Insurance Assistant
Secura Incorporation, Stamford, CT
March 2015 – June 2016
- Identified business opportunities and contacted potential customers to explain life insurance policies
- Took responsibility to create underwriting reports for 150+ clients, and communicated the missing information to the team
- Researched and analyzed customers’ demands, and suggested launching of 3 new MediClaim policies to senior management
- Rescheduled missed appointments for clients, and collected payments for medical as well as private insurances
- Provided timely professional advice to insurance policy holders by resolving queries, and processed monthly premium transactions
- Regularly communicated with team, insurance agents or brokers to research, and collect necessary information for reviewing transactions
Underwriting Assistant
Secura Incorporation, Stamford, CT
September 2013 – February 2015
- Performed underwriting support activities associated with information gathering, and prepared list of prospective clients
- Completed and prepared documents on certificates, proposals and policy summaries under supervision
- Worked with other underwriters to assist in daily processing of multiple insurance products available according to age group
- Provided assistance in manual policy issuance by completing paperwork formalities for new clients, and informed them about policy benefits
- Answered queries to resolve minimum doubts, and converted potential clients into long-term policyholders by explaining available life insurance policies
- Performed various pre-underwriting activities by gathering data, analyzing it, and selecting rates or forms for coverage
Cashier
Crowne Plaza Hotel, Stamford, CT
July 2012 – August 2013
- Maintained files and records relating to financial transactions at the receptionist desk
- Greeted customers, understood their lodging requirements, and provided them best rooms as per their needs
- Prepared final invoices by including other fees like valet parking, room service, WiFi charges, and other special services offered at the hotel
- Handled cash drawers during peak hours, and tendered change to customers
- Performed bookkeeping duties by maintaining daily transaction records
- Processed credit and debit card payment as per the client’s convenience
- Recorded food orders and processed payments displaying excellent customer service
Education:
- Bachelor’s Degree in Finance
University of Connecticut, Stamford, CT
2012
Reference:
On request.