Halyna Lemekhov
Boynton Beach
Summary
Strong understanding of life insurance products, underwriting processes, and risk factors. Skilled in analyzing client information, including financial and immigration documents, to provide tailored insurance solutions. Driven to bring my insurance knowledge and careful analysis skills to a life insurance underwriting career. Quick learner with excellent communication and organizational skills, committed to supporting accurate and efficient risk assessment.
Overview
6
6
years of professional experience
Work History
Insurance Agent
New York Life Insurance Co
Palm Beach Gardens
01.2024 - Current
- Assisted clients in understanding insurance policies and coverage options.
- Processed policy applications and maintained accurate client records.
- Evaluated client needs to recommend appropriate insurance products.
- Educated clients about claims procedures and documentation requirements.
- Collaborated with underwriters to assess risk factors for applications.
- Delivered presentations on insurance products during community events.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Bookkeeper
Twinscroll AM transport company
Boca Raton
01.2022 - 12.2023
- Prepared monthly financial statements and reconciled accounts to ensure accuracy.
- Managed daily financial transactions and maintained accurate records for transport operations.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
Ophthalmic Assistant
Sibia Eye Institute
Boynton beach
08.2019 - 01.2021
- Presented preliminary medical evaluation of clinical patients, delivering comprehensive reports to physicians.
- Obtained and recorded patient medical history and past ocular history.
- Measured intraocular pressure using Goldman and Tonopen tonometry process.
- Checked patient vision, field, fundus and other aspects for ophthalmologist.
- Documented patient medical history and information utilizing with commitment to accuracy.
- Conducted Goldman and Humphrey Visual Field Testing as part of overall vision evaluation.
Education
Master of Science - Economics
Vasyl Stefanyk Precarpathian National University
Ukraine 05-2019
High School Diploma -
Ukrainian High School
Ivano Frankivsk, UA05.2014
Skills
- Medical and financial document analysis
- Policy evaluation, insurance regulations
- Life insurance risk assessment
- Proficiency with software( Excel, MIB, DXC)
- Time management
- Team collaboration
- Analytical thinking, attention to detail
- Expertise in immigration documents and related legal paperwork - strong understanding of immigrant statuses
- Customer service
Accomplishments
- Executive Insurance agent
Languages
Russian
Professional
Ukrainian
Professional
Timeline
Insurance Agent
New York Life Insurance Co
01.2024 - Current
Bookkeeper
Twinscroll AM transport company
01.2022 - 12.2023
Ophthalmic Assistant
Sibia Eye Institute
08.2019 - 01.2021
Master of Science - Economics
Vasyl Stefanyk Precarpathian National University
High School Diploma -
Ukrainian High School
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