Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dawn Franklin

La Marque,TX

Summary

After years of training licensed producers then building strong client relationships and developing a deep understanding of insurance products, I am eager to transition into life insurance underwriting. My experience in analyzing clients' financial needs, risk factors, and policy requirements, combined with my attention to detail and strong decision-making skills, has sparked a passion for evaluating and assessing risks in a more analytical, behind-the-scenes capacity. I am excited to leverage my knowledge of the industry and client perspectives to contribute to the underwriting process and ensure the company’s success in managing risk effectively.

Overview

22
22
years of professional experience

Work History

Principal

FHG Alliance, LLC
01.2024 - Current
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Fostered a growing relationship with new business and underwriting teams across multiple life carriers to better serve clients with appropriate policies.
  • Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
  • Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.

Asst VP, Career Life Agencies

American National Insurance Company
01.2018 - 12.2023
  • Cultivated a high-performance culture within the organization by setting clear expectations for producers at all levels, providing regular feedback, and recognizing achievement.
  • Collaborated closely with underwriting and new business department heads on producer practices, case reviews, and continuous training to promote and ensure high level, quality life business.
  • Monitored key business risks and established risk management procedures.

Director, Pension Sales

American National Insurance Company
03.2003 - 12.2017
  • Spearheaded innovative approach to sales growth within the micro retirement plan markets.
  • Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
  • Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.

Education

Charter Life Underwriter - One Course To Complete CLU

The American College
04-2025

QKA - Qualified 401(k) Admin

ASPPA
01-2016

FFSI - Fellow, Fin Serv Institute

LIMRA
07-2006

FLMI - Insurance Management

LIMRA
08-2005

Skills

  • Underwriting guidelines
  • Sales support
  • Insurance regulations
  • Policy evaluation
  • Problem-solving
  • Time management
  • Attention to detail
  • Active listening

Timeline

Principal

FHG Alliance, LLC
01.2024 - Current

Asst VP, Career Life Agencies

American National Insurance Company
01.2018 - 12.2023

Director, Pension Sales

American National Insurance Company
03.2003 - 12.2017

Charter Life Underwriter - One Course To Complete CLU

The American College

QKA - Qualified 401(k) Admin

ASPPA

FFSI - Fellow, Fin Serv Institute

LIMRA

FLMI - Insurance Management

LIMRA
Dawn Franklin