Energetic Account Manager skilled at working multiple accounts with extensive knowledge of product sales and service. Proven history of maintaining relationships with existing accounts while increasing revenue through new ones.
Overview
17
17
years of professional experience
Work History
Account Manager/Benefits Advisor
NRP Insurance Company
St. Cloud, MN
2018.06 - Current
Develop insurance solutions for current clients
Review policies to be certain information and coverages are accurate
Evaluate and prepare renewal comparisons and policy proposals
Communicate and educate clients on policies as needed
Collaborate with risk advisors to determine and meet client goals
Develop and maintain strong relationships with clients
Answer client questions regarding all lines of coverage
Assist with plan and/or carrier changes, claims, and billing
Annuity Operations/Account Service Representative
Cetera Investment Services
St. Cloud, MN
2014.02 - 2018.06
Responsible for daily processing of annuities which include journal entries, account processing, payment solutions
Respond to inquiries from internal and external customers via email, fax, phone
Liaison between customers/financial professionals and bank institutions
Perform various account calculations/reconciliation
Perform research as requested on customer accounts
Back-up for life insurance
Real Estate Closing Specialist
AgStar Financial Services/AgStar Title Services
Waite Park, MN
2005.04 - 2014.02
Ordered title searches and title commitments
Reviewed title commitments and cleared title issues
Ordered loan payoffs and insurance binders
Prepared settlement statements/HUD and paperwork for closings
Closed refinance loans, construction loans, and purchases
Performed post-closing duties such as disbursing loans, ordering final searches and final policies
Collaborated with loan officers, underwriters, processors
Consulted with borrowers, sellers, builders, bankers, realtors, subcontractors
Coordinated outside title transactions
Office coordinator for 3 years
Education
Bachelor of Science degree - Business Management/Emphasis in Human Resources//
St. Cloud State University
St. Cloud, MN
Skills
Strong communication skills
Excellent interpersonal skills
Great computer skills
License in life/health/accident insurance
Experience in closing real estate loans and processing loans
Experience in human resources - recruiting/benefits/payroll
Experience in retail industry
Timeline
Account Manager/Benefits Advisor
NRP Insurance Company
2018.06 - Current
Annuity Operations/Account Service Representative
Cetera Investment Services
2014.02 - 2018.06
Real Estate Closing Specialist
AgStar Financial Services/AgStar Title Services
2005.04 - 2014.02
Bachelor of Science degree - Business Management/Emphasis in Human Resources//