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The sample below is for a Life and Health Insurance Sales Assistant CV Resume Sample. This resume CV was written by a ResumeMyCareer professional CV resume writer, and demonstrates how a CV resume for an Executive Management CV Resume Sample should properly be created. Our Certified Professional CV Resume Writers can assist you in creating a professional document for the job or industry of your choice.

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Life/Health Insurance Sales Assistant

Experienced, knowledgeable and articulate Life and/or Health Insurance Sales Assistant with a successful track record of surpassing administrative support initiatives, and development of uncompromising client relations and customer-centric solutions for new client acquisition. Exceptional communicator with a consultative sales style, exemplary account management skills, exceptional problem-solving abilities, and a keen client needs assessment aptitude. Extensive knowledge and expertise with project tracking and reporting system technologies. Ability to identify opportunities, develops focus, and provides tactical business solutions.

Core executive competencies include:
Insurance Administrative Support – Presentations and Negotiations – Consultative Sales
Technology Savvy – Life/Health Sales – Market Assessment – Client Acquisition and Retention
Strategic Development – Client Management – Effective Communications – Content Development

RELEVANT EXPERIENCE
 Provided stellar client service and operational support for Trust Administrators and learned and utilized the personal trust accounting system to keep track of all trust accounts.
 Successfully sold various types of insurance policies to individuals including life, health, property and casualty, as well as annuities, and developed marketing strategies that garnered new clientele.
 Collaborated with Investment Officers and Brokers that sold insurance products and provided administrative insurance assistance, and placed trades, buying and selling mutual funds at client’s or broker’s request.
 Managed all customer service requests from clients and worked directly with insurance companies to resolve any issues, allowing Insurance Officer to concentrate on sales, and maintained computer appointment system and appointment calendar.
 Provided complete insurance administrative support with clients, assisted in form completion, and delivered policies.
 Interviewed prospective clients and obtained information on existing insurance coverage, financial resources, and risk tolerance, and successfully customized insurance programs that provided individualized coverage.
 Collaborated with underwriters, verifying all policy requirements were fulfilled, including necessary medical examinations.
 Provided administrative assistance to Chattanooga Information Technology Officer and Information Technology development teams
 Served as Human Resources liaison between home office and Information Technology Department, and provided business analyses, making all changes and enhancements to IT systems.
 Created insurance marketing illustrations that demonstrated premiums of different types of insurance based on client’s current coverage, objective, risk tolerance, and met compliance objectives with internal/external auditing.

WORK HISTORY
First Tennessee Bank, Chattanooga, TN 2000 to 2011
Insurance Sales Assistant – (2000 – 2008)
Brokerage Sales Assistant – (2008 – 2010)
Personal Trust Specialist – (2010 – 2011)
Insurance Agent – Prudential Financial Services, Chattanooga, TN 1999 to 2000
Jefferson Pilot Financial (formerly Chubb Life America), Chattanooga, TN 1979 to 1999
IT Administrative Analyst – (1993 – 1999)
IT Administrative Specialist – (1986 – 1993)
Administrative Assistant – (1985 – 1986)
Executive Secretary – (1984 – 1985)
Insurance Sales Assistant – (1983 – 1984)
Department Secretary – (1979 – 1983)

EDUCATION
Licensed to sell Life, Health, Property and Casualty Insurance in the state of Tennessee – Series 6 and 63 licensed in TN
Completed 5 parts of Life Office Management Association exams:
Management of Organization & Human Resources │Customer Service (ACS exam)
Principals of Life Insurance │Legal Aspects of Life & Health Insurance │Marketing of Life & Health Insurance

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