Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jamiru Mutebi

Phillipston,MA

Summary

Motivated Internship Student working towards completing Bachelor of Science degree in Data management and Data analytics. Hardworking and resourceful individual commended for first-rate collaboration, organizational and time management abilities. Committed to developing career path and expanding work experience with a strong knowledge of Data science. Additionally, Am a driven, flexible team player who focuses on boosting productivity and performance with conscientious and detail-oriented approaches.

Overview

2
2
years of professional experience
5
5

Certificates

Work History

Insurance Underwriting Assistant

Empire Financial Hub
Woburn, MA
01.2023 - Current
  • Improved department efficiency by developing file management systems and spreadsheets to manage policy review.
  • Copied, logged and scanned supporting documentation and placed all information in client files.
  • Calculated applicants' income and terms and payments to determine financial stability of applicants to repay premiums.
  • Supported review, acceptance or denial of new or renewal business after carefully reviewing all information.
  • Reviewed credit reports, financial statements and transactions to verify accuracy and completeness.
  • Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
  • Completed pre-closing responsibilities to prepare loan files for closing team.
  • Calculated group and individual renewal rates based on customers' background, industry and demographic information.
  • Responded to customer requests via telephone and email and effectively answered questions and inquiries.

Data Internship Student

Empire Financial Hub
Woburn, MA
10.2022 - Current
  • Reported back to instructor to receive day-to-day tasks and responsibilities.
  • Developed and maintained relationships with key internal stakeholders.
  • Provided clerical support, addressing routine, and special requirements.
  • Conducted extensive research for startup company projects.
  • Supported with creating project marketing materials to promote services.
  • Analyzed problems and worked with teams to develop solutions.
  • Prepared project presentations and reports to assist senior staff.
  • Participated in workshops and presentations related to projects to gain knowledge.
  • Explored new technologies and approaches to streamline processes.
  • Completed research, compiled data, updated spreadsheets, and produced timely reports.
  • Sorted, organized, and maintained files.
  • Delivered clerical support by handling range of routine and special requirements.
  • Maintained accurate records and documentation of projects to inform stakeholders of progress and updates.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Answered and transferred incoming telephone calls, taking messages for various staff members.
  • Sorted and organized files, spreadsheets, and reports.
  • Communicated effectively with faculty and staff and accepted critiques and suggestions for areas of improvement.

Insurance Sales Agent

World Financial Group Wfg
Burlington, MA
04.2021 - 06.2022
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Finalized sales and collected necessary deposits.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Met with customers to provide information about available products and policies.
  • Negotiated contracts with clients to establish best coverage with lowest cost.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Educated clients on insurance policies and procedures.
  • Attended industry conferences to stay informed of latest products and trends.
  • Followed up promptly with interested clients to close sales.
  • Developed sales strategies to increase sales of insurance policies.
  • Calculated premiums and established payment methods for sales.
  • Developed and implemented promotional strategies to increase customer base.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Monitored customer feedback and identified areas of improvement.
  • Developed strong referral network in community to raise awareness and increase sales opportunities.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.

Education

Bachelor of Science - Data Management And Data Analytics

Western Governors University
Salt Lake City, UT
04.2024

Associate of Science - Nursing

Middlesex Community College - Bedford
Bedford, MA
09.2019

Skills

  • Research and Analysis
  • Data Modeling
  • Applied Statistics
  • Unstructured Data
  • Cluster Analysis
  • Data Gathering
  • Statistical Analysis
  • API Development

Certification

  • CompTia A+
  • CompTia project +
  • Comptia Network +
  • ITIL Foundation
  • CIW data analytics
  • Google IT

Timeline

Insurance Underwriting Assistant

Empire Financial Hub
01.2023 - Current

Data Internship Student

Empire Financial Hub
10.2022 - Current

Insurance Sales Agent

World Financial Group Wfg
04.2021 - 06.2022

Bachelor of Science - Data Management And Data Analytics

Western Governors University

Associate of Science - Nursing

Middlesex Community College - Bedford
Jamiru Mutebi