Alyssa Sedlon
Akron,OH
Summary
Dedicated professional with a strong background in insurance operations and client servicing. Known for exceptional communication skills and the ability to streamline processes, enhancing overall operational effectiveness.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Director of Insurance Operations
Aikens Financial - Northwestern Mutual
03.2021 - Current
- Directly managed all insurance processes, new business, and client servicing for a wealth management practice
- Prepared insurance solutions for meetings, handled all life, disability and long-term care applications, managed the underwriting process and communicated with clients, and handled questions and servicing of inforce policies
- Worked mainly with three advisors, but had stepped in to manage more during staffing changes
- Assisted in creating a streamlined process for insurance new business
Associate Analyst
Valmark Financial Group
05.2018 - 03.2021
- Worked with both financial advisors, carrier partners and, on occasion, clients to find life insurance solutions
- Designed life insurance policies
- Term and permanent insurance solutions
- Personal and business planning solutions
- Personally responsible for 15 offices and supported others
Accounts Receivable Intern
Panther Logistics
08.2017 - 05.2018
- Worked in the billing department.
- Experience in the logistics and supply chain knowledge.
- Personally responsible for multiple accounts.
Customer Service Representative
Dollar Bank
06.2016 - 04.2017
- Worked directly with customers dealing with account issues, opening accounts, loans, and retirement options.
- Presented ideas on how to improve the bank in front of VP's of company as well as HR department.
- These ideas were put into place shortly after internship ended.
Education
Bachelor of Financial Planning - Financial Planning
University of Akron
Akron, OH05-2018
Bachelors of Risk Management - Risk Management
University of Akron
Akron, OH05-2018
Skills
- Relationship building
- Verbal and written communication
- Decision-making
- Organizational development
- Analytical thinking
- Microsoft Office
Certification
- Charter Life Underwriter (CLU) - January 1, 2026
Timeline
Director of Insurance Operations
Aikens Financial - Northwestern Mutual
03.2021 - Current
Associate Analyst
Valmark Financial Group
05.2018 - 03.2021
Accounts Receivable Intern
Panther Logistics
08.2017 - 05.2018
Customer Service Representative
Dollar Bank
06.2016 - 04.2017
Bachelor of Financial Planning - Financial Planning
University of Akron
Bachelors of Risk Management - Risk Management
University of Akron