Allison McBane
Wooster,OH
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Insurance Underwriter Job . Ready to help team achieve company goals.
Overview
5
5
years of professional experience
Work History
Life Insurance Underwriter/ Trainer/ Agent
HCS
02.2020 - Current
- I am the Senior Underwriter for HCS. I am currently monitoring threads for Life Insurance Agents. I respond immediately to underwriting threads. Responses to the Agent include evaluating Clients current medical conditions , time frames and medicines being taken. Sometimes I may need to ask Agent follow up questions if the thread is lacking information before making a decision on the best Insurance Carrier for the potential Client.
- I also do training and set up with the New Agent on the enrollment process for our Current Insurance Carriers.
- I monitor Agents with this process helping them be successful in making sale , enrollments , converting sales in our system and general support.
Medicare Insurance Agent
Assurance IQ
02.2021 - 04.2021
- Communicated with people from various cultures and backgrounds on application process.
- Documented all communication with applicants and inputted information into system using Assurance Platform.
- Followed guidelines when reviewing applicant data to determine eligibility for assistance.
- Scheduled appointments with applicants to gather information and explain benefits processes.
Health Insurance Agent
CVRD
11.2019 - 02.2020
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Explained features, disadvantages and advantages of policies to promote insurance sales.
- Completed enrollment in Health , Dental and Vision Insurance.
Education
High School Diploma -
West Holmes High School
Millersburg, OH05.1993
Skills
- New Agent Training
- New Product Information
- Form Completion and Submission
- Underwriter Selection
- Underwriter Collaboration
Timeline
Medicare Insurance Agent
Assurance IQ
02.2021 - 04.2021
Life Insurance Underwriter/ Trainer/ Agent
HCS
02.2020 - Current
Health Insurance Agent
CVRD
11.2019 - 02.2020
High School Diploma -
West Holmes High School
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