Carol Sejdija
Summary
To obtain an entry level position.
Overview
19
19
years of professional experience
1
1
year of post-secondary education
Work History
Independent Licensed life and health insurance agent
Bankers Life
07.2015 - 02.2016
- Answered any questions or concerns policy holders had with their insurance claims.
- Sold a variety of insurance products to individuals including extra coverage.
- Explained features of policies and both advantages and disadvantages of various policies.
Junior Account Executor
Credit Suisse Americas
10.1996 - 07.2014
- Provided account support for Credit Suisse Americas offices and communicated with sales assistants, brokers and branch managers to resolve account issues in a timely manner.
- Reviewed and approved new accounts and provided training and support to sales assistants, brokers and branch managers to accurately open new accounts.
- Review new account funding, investment strategies and approval credentials to ensure that accounts meet compliance requirements before notifying the portfolio manager to commence trading.
- Update account investment strategies and client personal information upon request from the sales force and branch managers.
- Managed quarterly COD accounts invoicing and payment receivables.
Education
Associates - Business Administration
Monroe College
09.1999 - 01.2001
Skills
- Word
- Excel
- Outlook
- Pershing system
- Time management
- Organization skills
- Listening
- People skills
Timeline
Independent Licensed life and health insurance agent
Bankers Life
07.2015 - 02.2016
Associates - Business Administration
Monroe College
09.1999 - 01.2001
Junior Account Executor
Credit Suisse Americas
10.1996 - 07.2014