Michael Melle
Haddon Township
Summary
Experienced insurance agent with a strong focus on client assessment and personalized service. Committed to educating clients on policy options and ensuring informed decision-making for optimal insurance coverage.
Overview
25
25
years of professional experience
Work History
Insurance Agent
Healthmarkets Insurance
Philadelphia, PA
07.2017 - Current
- Developed customized insurance plans to meet diverse client needs.
- Educated clients on policy details and coverage options for informed decision-making.
- Cultivated relationships with clients, enhancing retention and satisfaction rates.
- Conducted comprehensive market analysis to identify competitive insurance products.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Senior Accountant
Community Behavioral Health
Philadelphia, PA
05.2001 - 04.2016
- Led financial reporting and analysis to ensure compliance with accounting standards.
- Oversaw budgeting processes, identifying cost-saving opportunities and resource allocation strategies.
- Managed month-end closings, enhancing accuracy and timeliness of financial statements.
- Developed and implemented internal controls, improving overall financial integrity and reducing discrepancies.
- Mentored junior staff on accounting principles and best practices, fostering professional growth within the team.
- Collaborated with cross-functional teams to align financial goals with organizational objectives.
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
- Completed year-end closing processes with controllers and external auditors.
- Reduced errors in financial statements through stringent review procedures and regular reconciliation of accounts.
Education
Bachelor of Science -
Temple University
Philadelphia, PASkills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- New client acquisition
- CRM software
- Health insurance
- Client account management
- Regulatory compliance
- Industry regulations
- Client assessment
Timeline
Insurance Agent
Healthmarkets Insurance
07.2017 - Current
Senior Accountant
Community Behavioral Health
05.2001 - 04.2016
Bachelor of Science -
Temple University