Professional Service
Susan Pate
Jamestown,LA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
30
30
Work History
Recruiting Coordinator
American Income Life Insurance Company
01.2017 - 05.2017
- Operated and maintained applicant tracking and candidate management systems.
- Worked with recruiting teams and human resources representatives to accomplish hiring objectives.
- Reached out to qualified referral candidates to obtain applications.
- Scheduled and conducted [Number] interviews each week.
- Developed and implemented onboarding and orientation programs for new employees.
Licensed Insurance Agent
Allstate
10.2014 - 12.2016
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Obtained underwriting approval by completing application for coverage.
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Upsold additional products and services after identifying customer needs and requirements.
- Tracked progress of all outstanding insurance claims.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Licensed Insurance Agent
Wimberly Insurance Agency
04.2011 - 10.2013
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Investment Advisor
JPMorgan Chase
09.2008 - 04.2010
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Contacted potential clients to pursue sales and gather funds.
- Recommended specific investments to help clients meet financial goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Advised clients on investments, retirement and estate planning.
- Gathered data and built financial models around key metrics.
- Educated clients on potential risks and rewards associated with various investments.
Operations Manager/Compliance Officer
Metlife
12.2002 - 09.2008
- Identified, investigated and documented compliance violations and recommended corrective measures.
- Responded to employee inquiries regarding compliance regulations and procedures.
- Developed and maintained compliance database, tracking all compliance activities and documents.
- Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
- Prepared and submitted regulatory filings in timely manner.
- Oversaw and monitored violation tracking system for accuracy, reducing improper sales practices.
- Developed and implemented corrective action plans for non-compliance issues.
- Conducted periodic compliance audits and reviews to identify areas of improvement.
- Monitored and assessed compliance risks associated with operational processes and procedures.
Skills
- Confidential Records Management
- Persuasion Skills
- Strategic Planning
- Administrative Skills
- Customer Accounts Management
- Human Resources Department Processes
- Maintain Employment Records
- Recruitment Management
- Applicant Qualification
- Conduct Orientations and Training
- Onboard New Hires
Additional Information
I began my career in banking at the Bank of Ringgold, now BOM. I have been in Financial Services all of my career except for the last years I spent in the Insurance Industry. Any gaps in my employment were due to Medical Issues with my late husband. I no longer carry any of my Industry Licenses and Registration.
I am interested in working close to home in an industry I love.
Thank you for your consideration.
Timeline
Recruiting Coordinator
American Income Life Insurance Company
01.2017 - 05.2017
Licensed Insurance Agent
Allstate
10.2014 - 12.2016
Licensed Insurance Agent
Wimberly Insurance Agency
04.2011 - 10.2013
Investment Advisor
JPMorgan Chase
09.2008 - 04.2010
Operations Manager/Compliance Officer
Metlife
12.2002 - 09.2008
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