An Insurance professional with proven expertise in the sales and marketing fields. Recognized for productivity and efficiency in task completion. Specialize in risk assessment, policy customization, and client relationship management. Excels in communication, problem-solving, and adaptability, ensuring seamless service delivery and client satisfaction
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Aflac
Glen Ellyn, IL
01.2024 - Current
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Assessed customer risk levels and recommended appropriate coverage options.
Conducted research to identify competitive rates and benefits offered by other providers.
Provided customers with information regarding plan features, pricing, and availability.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Educated customers on the importance of maintaining adequate insurance coverage.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Developed relationships with new clients through cold calling and referrals from existing customers.
Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Sought out new clients and developed clientele by networking to find new Summary Skills Career Summary customers.
Engaged customers and provided high level of service by carefully explaining details about documents.
Responded to customer inquiries and problems to promote great service
Payroll Specialist
Innovative Payroll solutions LLC
Glen Ellyn, IL
10.2020 - 01.2024
Maintained documentation of all payroll controls and procedures; aligned with audit requirements for validating payroll each month in accordance with organization policies, procedures and best practices
Served as the functional business owner for payroll; processed hourly weekly and salaried semi-monthly payrolls utilizing ADP Workforce Now for 2000 employees
Developed and managed a strategic plan for payroll processing; created a standardized process for accurate and timely payroll processing within the US and globally
Facilitated the timely/accurate completion of all payroll processing procedures to ensure all employees received proper compensation within designated pay cycles
Processed a wide range of employee documentation including employment verifications, Leave of Absences (LOAs) and HR transaction requests; entered new hire data into system; administered employee data modifications/additions
Key member of a cross-functional team tasked with allocating missioncritical financial data from stores to identify areas for improvement regarding payroll efficiency and developing enhancement solutions; compiled and presented findings to senior management to obtain approval for implementation
Successfully maintained payroll and HR Benefit systems; managed and initiated process and procedures for payroll regionally including 401K benefit administration and auditing efforts
Partnered with FMs, GMs and HRBPs to develop and execute new sales incentive and streamline regional payroll communication, processing and audit requirements; managed all payroll inquiries, reporting and state/federal requirements on a regional basis
Performed Open Enrollment activities including benefit renewals, communications, processing changes; ensured deadlines were met
Fraud Specialist
Lisle Savings Bank
Lisle, IL
09.2021 - 06.2023
Assisted in the development of policies and procedures related to fraud prevention and detection.
Responded promptly to inquiries regarding possible fraudulent activities reported by customers or other stakeholders.
Developed and implemented fraud detection strategies that decreased fraudulent activities by a significant percentage.
Monitored suspicious transactions in order to detect any irregularities or discrepancies.
Managed a portfolio of fraud cases, ensuring timely investigation and resolution in accordance with company policies.
Corporate EHS Coordinator Admin
Veepak LLC
Hodgkins, IL
05.2020 - 10.2020
Worked alongside corporate CEO and corporate EHS Vice President
Assisted and conducted meetings with corporate team, including warehouse management
Maintained and applied knowledge of current policies, regulations, and industrial processes
Assisted in keeping track of company safety records and protocols in numerous states, and overseas
Regularly inspected company warehouses and staff to ensure protocols were being followed
Recommend process and product safety features that will reduce employees' exposure to chemical, physical, and biological work hazards
Inspect facilities, machinery, and safety equipment to identify and correct potential hazards, and to ensure safety regulation compliance
Investigate industrial accidents, injuries, or occupational diseases to determine causes and preventive measures
Report or review findings from accident investigations, facilities inspections, or environmental testing
Interview employers and employees to obtain information about work environments and workplace incidents
Evaluate adequacy of actions taken to correct health inspection violations
Review employee safety programs to determine their adequacy
Conduct or coordinate worker training in areas such as safety laws and regulations, hazardous condition monitoring, and use of safety equipment
Write and revise safety regulations and codes
Compile, analyze, and interpret statistical data related to occupational illnesses and accidents