Tracy Burke
Insurance Sales Representative
Latham,NY
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Successful and seasoned Insurance Sales Representative with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
21
21
years of professional experience
Work History
Insurance Agent
AAA-Hudson Valley
Albany, NY
09.2022 - Current
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Loan Processor
Embrace Home Loans
Middletown , RI
05.2020 - 05.2022
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Set up and completed loan submission packages.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering mortgage loans.
- Monitored pipelines of 20 loans or more to track and log status of loans
Customer Service Representative/ Teller
Home Loan Investment Bank - A Branch
Warwick, RI
08.2017 - 08.2018
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services and company information.
- Provided primary customer support to internal and external customers.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Universal
Webster Bank
East Greenwich, RI
09.2008 - 07.2016
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Organized, stocked and maintained teller window area.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Stocked supplies for customers and personal teller station.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Handled various accounting transactions.
Insurance Sales Representative
AAA
Providence , RI
11.2003 - 11.2005
- Generated sales by recommending policies and add-ons.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Collected premiums on or before effective date of coverage.
- Maintained detailed records of customer information and policy sales.
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Obtained P and C License for MA and RI
Education
High School Diploma -
Saugerties Senior High School
Saugerties, NYSkills
- Bank Secrecy Act
- Application Reviews
- Regulatory Compliance
- Customer Service
- Attention to Detail
- Credit Reports
- Data Entry
- Government Lending
- Borrower Correspondence
- Dedicated Work Ethic
- VA and FHA Loan Processing
- Customer Follow-Up
- Quotes and Sales
- Revenue Generation
Work Preference
Work Type
Full TimeWork Location
On-SiteHybridTimeline
Insurance Agent
AAA-Hudson Valley
09.2022 - Current
Loan Processor
Embrace Home Loans
05.2020 - 05.2022
Customer Service Representative/ Teller
Home Loan Investment Bank - A Branch
08.2017 - 08.2018
Universal
Webster Bank
09.2008 - 07.2016
Insurance Sales Representative
AAA
11.2003 - 11.2005
High School Diploma -
Saugerties Senior High School
Certification
- Licensed Insurance Agent - Current
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