Andrew McCord
Bennington,NE
Summary
Accomplished in promoting products, evaluating financial backgrounds and meeting customer needs with a determined mentality and flexible approach. Exceptional planning, organizational, and communication strengths.
Overview
3
3
years of professional experience
Work History
Financial Representative
Mutual of Omaha
Omaha, NE
03.2024 - Current
- Identified and evaluated customer needs for financial products and services.
- Provided timely responses to customer inquiries about financial products and services.
- Analyzed customers' existing policies and recommended changes or additional coverage.
- Organized meetings with potential clients to discuss their financial goals and objectives.
- Assisted clients in understanding complex investment concepts and terminology
Agent
New York Life Insurance
Omaha, NE
05.2023 - 12.2023
- Responded promptly to customer inquiries and complaints in a professional manner.
- Provided customer service to clients through phone and email communication.
- Maintained accurate records of all customer interactions, process customer accounts and file documents.
- Utilized computer systems for tracking, information gathering and and or troubleshooting.
Temporary Program Specialist
Nebraska Department of Health and Human Services
Lincoln, NE
03.2022 - 05.2023
- As the grant specialist with the Child Care Development Fund, I reviewed and issued various monthly grants ranging from $500 to $10,000.
- I was also the project lead on the Workforce Stipend and Loan Repayment Programs for child care workers across the state distributing $40,000,000.
- Conducted research on relevant topics related to the program's mission.
- Acted as a liaison between management and stakeholders regarding updates on progress made towards program goals.
Education
Master of Science - Political Science
University of Nebraska At Omaha
Omaha, NE12.2021
Bachelor of Science - Political Science
University of Nebraska At Omaha
Omaha, NE05.2020
Skills
- Effective time management and organizational skills
- Motivated to learn
- Project Management
- Account Management
- Relationship Building
- Data Analysis
Awards
Graduated Summa Cum Laude
Timeline
Financial Representative
Mutual of Omaha
03.2024 - Current
Agent
New York Life Insurance
05.2023 - 12.2023
Temporary Program Specialist
Nebraska Department of Health and Human Services
03.2022 - 05.2023
Master of Science - Political Science
University of Nebraska At Omaha
Bachelor of Science - Political Science
University of Nebraska At Omaha
Similar Profiles
Aimee FrankAimee Frank
Sr Regional Marketing Coordinator at Mutual Of Omaha AdvisorsSr Regional Marketing Coordinator at Mutual Of Omaha Advisors
Joanne TomlinsonJoanne Tomlinson
Life Claims Analyst II at Mutual of OmahaLife Claims Analyst II at Mutual of Omaha
Kelli SchnecklothKelli Schneckloth
Supervisor at Mutual Of OmahaSupervisor at Mutual Of Omaha