Summary
Work History
Education
Skills
Timeline
Generic
Lena Seukunian

Lena Seukunian

TX

Summary

Dynamic Financial professional with over 15 years of experience. Expert in client service & retention with excellent eye for detail and exceeding goals for maximum profit. Ready to apply skills and 15 years of experience to new position with long-term potential.

Work History

Life Insurance Agent

AAA Texas Headquarters
09.2024 - Current
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.

Legal Account Coordinator

Enterprise Financial Group
10.2023 - 09.2024
  • Draft, review, and execute wide range of legal contracts including agent agreements, vendor contracts, and service level agreements, ensuring compliance with company policies and legal regulations.
  • Prepared and managed annual reporting for all 50 states to ensure business is conducted legally. Ensuring accuracy, compliance and timely submission.
  • Oversee and maintain all accounts by ensuring new accounts are opened timely. Terminating accounts according to contractual guidelines and regulations.
  • Maintained and updated all monthly reports for all departments.

Marketing Assistant

Armstrong Purselley Wealth Management Group
10 2016 - 09.2023
  • Assisted Marketing Director with directing projects by preparing events and workshops.
  • Attended events and campaigns to facilitate success through promotional presentations. Scheduled appointments for advisors and communicated directly with clients to encourage trusting relationships.
  • Organized and managed administrative tasks to ensure full coordination of marketing department.

Sales and Service Associate

BBVA Compass Bank
06.2015 - 05.2016
  • Hybrid branch associate/financial sales advisor that is primarily responsible for selling bank products and services.
  • Conducting teller transactions and managing lobby.
  • Focusing on sales during peak hours to maximize sales production.

Paralegal / Case Specialist

Tax Defense Partners
11.2013 - 11.2014
  • Compiled client financial information to determine best resolution on owing delinquent tax debt to both IRS and State.
  • Negotiated with Revenue Officers or State representatives for installment agreements or other resolution compromises in the best interest of client.

Education

Paralegal Certification -

Los Angeles Valley College
Van Nuys, CA
10.2012

Bachelor Of Applied Arts And Science - Business Administration And Management

University of Phoenix
Tempe, AZ
09.2012

Skills

  • Organization, prioritizing, and multi-tasking
  • Time management
  • Administrative support & procedures
  • Conflict Resolution
  • Reliability
  • Negotiation
  • Sales Support
  • Relationship Building
  • Microsoft Office
  • Goal Setting
  • Troubleshooting and problem resolution
  • Account management
  • Building relationships
  • Client account management

Timeline

Life Insurance Agent

AAA Texas Headquarters
09.2024 - Current

Legal Account Coordinator

Enterprise Financial Group
10.2023 - 09.2024

Sales and Service Associate

BBVA Compass Bank
06.2015 - 05.2016

Paralegal / Case Specialist

Tax Defense Partners
11.2013 - 11.2014

Marketing Assistant

Armstrong Purselley Wealth Management Group
10 2016 - 09.2023

Paralegal Certification -

Los Angeles Valley College

Bachelor Of Applied Arts And Science - Business Administration And Management

University of Phoenix

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Lena Seukunian