Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ruth Jackson

Trenton,New Jersey

Summary

A Chartered Property and Casualty Underwriter (CPCU) and Life Fellow (FLMI) with over 30 years of proven education and experience in Insurance, covering insurance claims, insurance services, investigations, and consumer protection. As well as a licensed insurance producer holding lines in Life, Health, Property and Casualty.


Overview

16
16
years of professional experience
1
1
Certification

Work History

Licensed Insurance Representative

Transamerica Life Insurance Company
Mount Laurel , New Jersey
07.2021 - Current
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Retired

Retired
Trenton, New Jersey
01.2019 - 07.2021

I retired and performed volunteer Client casework with the American Red Cross (Services to the Armed Forces ) branch at Joint Base McGuire Dix Lakehurst (JBMDL) in New Jersey.

Supervisor Of Producer Licensing

Insurance
Trenton, New Jersey
07.2015 - 01.2019
  • Supervised the producer licensing operations
  • Established new policies for better adherence to Public Adjuster Bond requirements
  • Improved the process for accounting controls for cash receipts
  • Outlined a proposal for email renewal notifications to increase efficiency in the process
  • Created a more harmonious and business friendly environment within the Producer Licensing Unit that extended out to the general public
  • Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve customer satisfaction
  • Proactively identified and solved complex problems impacting operations management and business direction
  • Wrote scopes, requirements
  • Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements and clarify misunderstandings
  • Delivered an exceptional level of service to each customer by listening to concerns and answering questions

Insurance Investigator I

Banking and Insurance
Trenton, New Jersey
03.2006 - 07.2015
  • Provided statewide assistance to New Jersey residents on the matters of Life/Health and Property/Casualty
  • Conducted claims investigations
  • While meeting all regulatory, educational and performance standards executed outcomes that overturned company decisions that were not in compliance with insurance policy contracts, New Jersey statutes and/or other regulations
  • Consulted with other divisions within the Department to increase claims efficiency and consumer understanding of insurance policy language, claim processes and procedures.

Education

Master of Science - Insurance Management

Boston University
Boston, MA
05.2016

Bachelor of Arts - English

Kean University Union
1978

Skills

  • Adaptable to change
  • Business friendly
  • Exhibits sound judgment
  • Good oral and written communication skills
  • Policy, procedures and rules oriented
  • Suitable for staff development and training
  • Workable knowledge of the applicable laws, statutes, regulations and administrative codes

Certification

Chartered Property and Casualty (CPCU) and Fellow Life Management Institute (FLMI), Associate in Insurance claims (AIC), and Associate in Insurance Services(AIS),

Timeline

Licensed Insurance Representative

Transamerica Life Insurance Company
07.2021 - Current

Retired

Retired
01.2019 - 07.2021

Supervisor Of Producer Licensing

Insurance
07.2015 - 01.2019

Insurance Investigator I

Banking and Insurance
03.2006 - 07.2015

Master of Science - Insurance Management

Boston University

Bachelor of Arts - English

Kean University Union
Ruth Jackson