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Yyyyyy x. yyyyyy

P.O. Box 1152 Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx abc@xyz.com

 

 

Highly Accomplished Insurance Account Manager who offers proven experience in Sales, Service, and Administrative Operations across high-volume Disability, Life, and Health Insurance programs. Top Performer who exhibits lucrative sales and new business development strategies to surpass expectations within competitive markets. Ambitious Self-Starter who contributes expert leadership talents in applying staffing models, cost benefit analysis, expense management, workxxxxxxow development, and execution in alignment with a company s vision, value, and goals. Excellent Communicator who builds synergistic relationships with decision-makers, teams, and customers, and who leads staff by example and with integrity.

 

Career Highlights Include:

  Continually developing best practices and continuous improvement initiatives.

  Actively recruiting, training, mentoring, and managing top-performing teams.

  Rapidly implementing growth strategies to attract and retain profitable customers.

  Creating dynamic customer experiences from acquisition through to customer lifecycle.

 

Professional Experience

 

Unum, Tampa, XXXXXX Orlando, XXXXXX Fort Lauderdale, XXXXXX 1997 Present

 

National Client Manager (2012 Present)

Capitalize on the opportunity to lead strategic growth and retention strategies for a book of business of 27 customers with a combined annual premium of $75 million. Prepare and deliver claims experience exhibits with trend analysis and solutions for cost-shifting and return-to-work initiatives. Demonstrate experience in diverse products, including Group STD, LTD, Life, ADD, LTC, Individual Executive Disability, Accident, Critical Illness, Interest-Sensitive Whole Life, Cancer, Hospital Indemnity, and Dental with service offerings encompassing FMLA Administration, EOI Fulfillment, Portability / Conversion Fulfillment, and Beneficiary Management.

 

  Liaise between home office department and customers for key issues resolution.

  Design and implement customized solutions-oriented service strategies for each case.

  Perform in lead service role in creating and delivering finalist presentations during bid process.

  Actively promote benefits of employee education and develop effective enrollment solutions.

 

Director of Service & Administration (2000 2012)

Strategically steered multi-site field sales office operations in Tampa, Orlando, and Fort Lauderdale while training, mentoring, and managing top-performing teams of sales, service, and administrative personnel responsible for retaining high levels of profit for customers up to 50,000 lives in a block of 2,700 customers with $280 million in combined annual premium. Directed all facilities planning, including budget control, technical operations, and supplies ordering to ensure seamless processes at all times.

 

  Served as a designated field representative for corporate cross-functional projects.

  Maximized top- and bottom-line growth by establishing new workxxxxxxow and processes.

  Designed and implemented strategies for cross-sell block growth, persistency, and loyalty.

  Served as senior representative for all service-related issues for producers and policyholders.

 

Yyyyyy x. yyyyyy

Page Two (xxx-xxx-xxxx abc@xyz.com

 

Professional Experience (continued)

 

Unum, Tampa, XXXXXX Orlando, XXXXXX Fort Lauderdale, XXXXXX (continued) 1997 Present

 

National Account Manager (1997 2000)

Led a large-scale book of business with 50 customers and a combined annual premium of $50 million, including maintaining responsibility for large-scale, 2,000+ post-sales activities, as well as promoting mutually beneficial ongoing customer relationships. Identified and executed product cross-sales. Prepared and delivered claims experience exhibits, including trend analysis and solutions for cost-shifting and return-to-work initiatives.

 

  Spearheaded new employee education and enrollment meetings.

  Designed and implemented a customized service strategy for each case.

  Promptly resolved issues as a beneficial liaison between home office and customers.

 

Humana Health Care, Tampa, XXXXXX 1994 1997

 

Account Manager

Played a vital role in facilitating retention, renewal transactions, and increased enrollment of accounts with 500+ lives, including presenting and interpreting benefit plans, group utilization, and reinsurance information to propose cost-effective customer solutions. Built relationships with key groups, brokers, and consultants.

 

  Effectively led new client implementation meetings.

  Successfully planned and led group enrollment meetings.

 

Additional Professional Experience:

Account Service Representative National Insurance Services, Tampa, XXXXXX 1993 1994

Guarantor Liaison Student Loan Marketing Association, Tampa, XXXXXX 1991 1993

 

Education, Professional Development & Technical Summary

 

Xxxxxx Community College

 

Undergraduate Business Administration Studies

 

State of Xxxxxx

 

Life & Health Agent License (Active)

 

Rand Assessment Core Competency Results

 

Innovative Strategic Tactical Dominant Production-Oriented

 

Microsoft Office (Word, Excel, PowerPoint) Able to Quickly Master Additional Software as Required

 

Excellent Professional References Provided Upon Request

 

Yyyyyy x. yyyyyy

P.O. Box 1152 Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx abc@xyz.com

 

 

Date

 

Hiring Agent Name

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am exploring a new career opportunity within a challenging [ Insert Job Title ] role, and I believe that I can make a positive contribution to your bottom-line performance.

 

To acquaint you with my background, I can offer proven experience in Insurance Account Management; Sales, Service, and Administrative Operations; Team Building; Training / Development; New Business Development; and Customer Lifecycle Management. I am also highly skilled in Cost Benefit Analysis, Strategic Planning, Expense Management, Workxxxxxxow Development, Best Practices, and Multi-Process Optimization, among other areas.

 

Currently, as a National Client Manager for Unum, I expertly lead strategic growth and retention strategies for a book of business of 27 customers with a combined annual premium of $75 million. Within this role, I successfully prepare and deliver claims experience exhibits with trend analysis and solutions for cost-shifting and return-to-work initiatives. I also demonstrate proven knowledge across diverse products, including Group STD, LTD, Life, ADD, LTC, Individual Executive Disability, Accident, Critical Illness, Interest-Sensitive Whole Life, Cancer, Hospital Indemnity, and Dental with service offerings encompassing FMLA Administration, EOI Fulfillment, Portability / Conversion Fulfillment, and Beneficiary Management.

 

A sample of my achievements include:

 

  Liaising between home office department and customers for the resolution of key issues.

  Promoting benefits of employee education and developing effective enrollment solutions.

  Designing and implementing customized solutions-oriented service strategies for each case.

  Handling lead service role in creating and delivering finalist presentations during bid processes.

 

To complement this experience, note that I hold an Active State of Xxxxxx Life & Health Agent License, and completed undergraduate Business Administration studies at Xxxxxx Community College.

 

As a proven leader, I am positioned to deliver both immediate and long-term results with a continued commitment to exceeding your team s goals. I am eager to discuss how my qualifications uniquely match your current and future needs, and look forward to interviewing with you soon.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

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