Understands preplanning and AT-Needs for Families. Experienced insurance-licensed Family Service. Performed great customer service.
Financial Representative
MODERN WOODMEN OF AMERICA
09.2019 - 11.2020
Met with customers to assess needs, financial status and eligibility.
Worked with clients with life and retirement insurance accounts to increase profitability and account longevity.
Life and Health Insurance Manager - Quad Cities
SECURUS
01.2017 - 07.2019
I sell insurance packages for customers with numerous vendors. Supervised other agents, plus executing great customer service.
Pre-Planning Advisor
SCI
03.2015 - 12.2016
Self-Managing of insurance-licensed Preplanning funeral and cemetery items.
Funeral Planner
NGL-DEROO FUNERAL HOME
05.2013 - 02.2015
Managed all funeral pre-planning.
Pre-Planning Counselor
SCI-RUNGE MORTUARY AND DAVENPORT MEMORIAL PARK DAVENPORT, IA FAMILY SERVICE
12.2006 - 04.2013
Understands preplanning and AT-Needs for families. Experienced insurance-licensed Family Service. Performed great customer service.
Account Representative
LABOR READY
09.2005 - 11.2006
Searched new leads through cold call and setting appointments Closed new accounts including pricing.
Sales Associate
VON MAUR
06.2002 - 08.2005
Provided excellent customer service.
Lead Database Analyst
FIRST MARKETING
01.2000 - 05.2002
Managed all information in ACT 2000 prospect database. Collaborated with marketing for promotions.
PC Support Specialist
MIKASA CORPORATION OFFICES
02.1998 - 09.1998
Provided solutions and troubleshoot desktop problems for 150 stores Completed upgrades and files for the company store balances.
Restrictions Senior Administration Manager
DOW JONES MARKETS & COMPANY
08.1994 - 02.1998
Assisted when Department Manager was absent for fifty employees Controlled data security for financial information and projects Authorized customer orders for outside vender services.
Education
BACHELOR OF ARTS - SPEECH AND COMMUNICATION
Montclair University
Upper Montclair, NJ, USA
01.1992
ASSOCIATE OF ARTS - BUSINESS
County College of Morris
Randolph, NJ, USA
01.1990
Skills
20 years Sales, and 10 years Database Analyst
Window NT, Windows XP, Microsoft Office,
Lotus 1-2-3, Power Point, Outlook, and ACCESS
WebEx, Zoom, and Docusign
Timeline
Pre-Planning Counselor
SCI-RUNGE/WEERTS MORTUARY/DAVENPORT MEMORIAL PARK
12.2020 - 11.2025
Financial Representative
MODERN WOODMEN OF AMERICA
09.2019 - 11.2020
Life and Health Insurance Manager - Quad Cities
SECURUS
01.2017 - 07.2019
Pre-Planning Advisor
SCI
03.2015 - 12.2016
Funeral Planner
NGL-DEROO FUNERAL HOME
05.2013 - 02.2015
Pre-Planning Counselor
SCI-RUNGE MORTUARY AND DAVENPORT MEMORIAL PARK DAVENPORT, IA FAMILY SERVICE