Diane D. Rhodes
Arlington,Texas
Summary
Employee Benefits Advisor eager to leverage knowledge in insurance and retirement products. Reliable and committed to professional development and growth. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
Work History
Benefits Advisor
Agent Ready Consulting
02.2003 - Current
- Directed and controlled 401K, medical, dental and vision benefit packages.
- Served as subject matter expert in answering questions from colleagues regarding benefits.
- Functioned as main point of contact for benefit carriers.
- Worked with leadership to support organization's business objectives and meet legal requirements.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Financial Representative
Mutual Of Omaha Insurance Company
05.2019 - 06.2021
- Met with customers to assess needs, financial status and eligibility.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Sold Life Insurance, Mutual funds and disability products.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Created and implemented business and marketing plans to drive growth.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Presented financial plans to clients based on analysis of financial status and goals.
Education
Paralegal Studies
VTI Institute For Paralegal Studies
Arlington, TX08.1987
Bachelor of Science - Business And Managerial Economics
Benedict College
Columbia, SC05.1983
Skills
- Explaining Benefits
- Insurance Recommendation
- Benefits Options
- Customer Relationship Management
- Health Insurance Industry Knowledge
- Advising Employers
- Application Documentation
- Employee Surveying
Timeline
Financial Representative
Mutual Of Omaha Insurance Company
05.2019 - 06.2021
Benefits Advisor
Agent Ready Consulting
02.2003 - Current
Paralegal Studies
VTI Institute For Paralegal Studies
Bachelor of Science - Business And Managerial Economics
Benedict College
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