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Click here or scroll down to respond to this candidateCandidate's Name
Philadelphia, PA 19148 PHONE NUMBER AVAILABLE EMAIL AVAILABLE WWW: Bold Profile Professional SummaryResults-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Insightful Insurance Sales Agent bringing 1 year of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. SkillsDedicated team player Building RelationshipsIn-depth product knowledge Insurance Policy SalesMedical terminology familiar Results orientedExquisite time management OrganizationSelf-directed Strong problem solverMeticulous attention to details Dedicated team player Work HistoryLife Insurance Agent, 07/2023 to CurrentPremier Financial AllianceParticipated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry. Crafted clear, informative reports to explain life insurance policy features and benefits. Attended continuing education courses and workshops to gain additional insurance industry knowledge.Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.Analyzed customers' financial situations to recommend appropriate life insurance policies. Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.File Clerk / Receptionist / Office Assistant, 03/2015 to 01/2019 Saltz Mongeluzzi Barrett & Bendesky, P.C. 1650 Market St, One Liberty 52nd Fl, Phila., PA Created, organized, managed and closed legal files for the MVA/Premises/Personal Injury team which held the highest volume of cases and physical files of a prestigious law firm Trained several receptionists to receive calls, page employees, transfer calls, take messages, create CDs and DVDs containing medical records complete with proper labeling, booking and managing conference rooms, scheduled breakfasts and lunches for meetings and depositions, maintained the front desk and reception area, including welcoming guests and notifying the team to handle their specific case and giving clearance to the downstairs security for each guest Assisted receptionist while maintaining my responsibilities as a file clerk and office assistant Ordered and stocked office and kitchen supplies for a large firm Overlooked surveillance videos for personal injury cases Assisted attorneys and supporting staff, including preparing for trial with anything that would lighten their load for a better overall result.Identified and corrected inconsistencies in filing systems for increased accuracy. Assisted with document scanning and imaging projects to support accurate file back-up. Examined, categorized, and sorted incoming documents. Sorted and classified documents into appropriate filing systems for increased traceability. Created, implemented and monitored filing systems for easy retrieval of records. Responded promptly to internal document requests from colleagues, providing excellent customer service while minimizing disruptions to workflow.Consistently met or exceeded performance goals in both quality and productivity metrics, demonstrating strong attention to detail and a commitment to excellence in file management. Receptionist / Office Assistant, 02/2010 to 02/2015 Layser & Freiwald, P.C.Managed the reception area and conference room, including greeting visitors/clients whilst responding to telephone, email and in-person requests for information Received a high-volume of internal and external communications, including email and mail Maintained the front desk and reception area in an organized and professional fashion Responsible for creating and closing legal files which contained personal medical records and experts used per case, as well as physical filing for attorneys and supporting staff In charge of off-site storage management and file destruction Prepared conference rooms for meetings and depositions Ordered and stocked kitchen suppliesSummarized depositions for attorneysAssisted the office manager, including but not limited to, bookkeeping. Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.Confirmed appointments, communicated with clients, and updated client records. Medical Records Clerk, 07/2008 to 01/2010IOD, Virtua HospitalCompleted signature forms for physicians, tagged medical documents for missing signatures, sorted and constructed medical records within their files and organized the filing room of the medical records office.EducationSurgical Technology, 06/2004Harrison Career Institute - Philadelphia - Philadelphia, PA High School Diploma: 01/2002Saint Maria Goretti High School For Girls - Phila., PA |
