Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
29
29
years of professional experience
Work History
Branch Office Administrator
CNO Financial Group/Bankers Life
04.2010 - 12.2022
Composed professional business correspondence, emails, meetings notes and other documents.
Maintained office supplies and equipment to support team productivity.
Assisted agents with handling difficulties and resolving problems in order to get insurance applications issued.
Collaborated with agent managers to coordinate activities of individual agents within teams.
Executed variety of customer transactions according to institutional policy and procedures.
Improved customer satisfaction through application of superior conflict resolution and problem-solving skills.
Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
Provided compliance and audit training to agents to minimize regulatory risks and liability to the company.
Implemented workflow management techniques to overcome obstacles and increase team productivity.
Private Caregiver (non-paying)
Family Member
04.2009 - 04.2010
Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
Transported mother-in-law to events and activities, medical appointments, and shopping trips.
Assisted mother-in-law with daily living needs to maintain self-esteem and general wellness.
Administered medication as directed by physician.
Monitored progress and documented mother-in-law's health status to keep family and doctors updated.
Engaged mother-in-law in meaningful conversation, socialization, and activity.
Insurance Agent (contract Position)
CNO Financial/Bankers Life
07.2007 - 09.2008
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
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.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Obtained underwriting approval by completing application for coverage.
Fixed Income Portfolio Manager at CNO Financial Group, Portfolio Solutions GroupFixed Income Portfolio Manager at CNO Financial Group, Portfolio Solutions Group