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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ● (xxx-xxx-xxxx ●


Eager to contribute strong capabilities in Operations & Administration toward securing an opportunity in the Financial Services industry




         Self-motivated with outstanding talents in business development, data gathering and analysis, account management, call center operations, community relations, business retention, and customer service.

         Excel at supporting and coordinating projects which maximize productivity, elevate market positioning, control costs, and achieve performance goals.

         Highly skilled at connecting with people from diverse cultures and backgrounds.

         Strive to foster a respectful workplace climate essential to maximizing staff morale, enthusiasm, cohesiveness, and accountability.

         Reputation for discretion, initiative, resilience, and commitment to accomplishing business targets.

         Practical and dependable problem solver with sound financial acumen.

  • Contribute dynamic communication skills toward seamlessly liaising between management and internal/external stakeholders in support of achieving objectives.
  • Tactful, composed, and diplomatic; highly regarded for inherent leadership attributes.


Professional Experience


Plymouth Rock Assurance Co., Red Bank, New Jersey, 2008 to Present

Platinum Care Advisor Licensed Representative 2012 to Present

         Provide guidance and education on policy coverage to clients and determine if additional coverage is warranted.

         Meet or surpass sales goals by cultivating strong customer relationships and gaining trust through advanced product knowledge.

         Maintain ongoing communication with policy holders to maximize satisfaction and business retention.

         Join forces with other internal departments to ensure corporate and regulatory compliance.

         Regularly surpass target of 70 daily contracts by 10-15 additional calls/contacts per day.

         Recognized as system super user and tasked with training staff in new software releases or updates.


Sales Specialist, Consumer Marketing 2009 to 2012

         Applied sharp follow-up skills toward promoting and selling auto insurance for High Point and Teachers Insurance Plan of New Jersey, as well as homeowners insurance and other product lines.

         Exceeded quota and outpaced team in August 2012 by providing highly informative insurance guidance to individuals and businesses.

         Supervised and contributed to preparation of sales and promotional materials as well as program details.

         Meticulously prepared and maintained insurance documentation such as contracts.


Customer Service Representative 2008 to 2009

         Delivered first-rate customer service while driving revenue growth through cross-selling and upselling; promoted to sales department within nine months of hire date.


Continued ►



Professional Experience continued Yyyyyy x. yyyyyy Page 2 of 2


         Demonstrated solid computer skills in performing data entry to maintain up-to-date auto, home, and liability policies.

         Investigated and responded to broad-scope inquiries regarding auto, home, personal catastrophe, fire and dwelling, and watercraft insurance coverage.


State Farm, Tinton Falls, New Jersey, 2007 to 2008

Team Member

         Leveraged exceptional interpersonal skills to provide outstanding customer service to existing and prospective policy holders.

         Persuasively sold company products spanning auto, home, life, flood, liability, banking, and mutual funds.

         Drew upon well-honed goal setting expertise to successfully sell 10-15 policies each week.


Liberty Mutual Insurance Co., Freehold, New Jersey, 2000 to 2007

Service Representative

         Delivered top-notch customer service to optimize company reputation and word-of-mouth marketing.

         Inputted policy data into computers and diligently ensured accurate and up-to-date information.

         Proactively promoted optional products to clients to generate additional sales revenues.

         Selected and awarded as Employee of the Month twice in 2005.




MBA, Business Administration, Georgian Court University, Lakewood, New Jersey, 2015


B.S. in Business Management, SUNY College at Old Westbury, 1995




Life Insurance, George Weiss School of Insurance, 2007


Property/Casualty and Health Insurance, Atlantic School of Business, 2000


Community Involvement


Alpha Kappa Alpha Sorority Inc. - Lambda Omega Omega Chapter:


         Planned, participated in, and coordinated several community service initiatives including a wide range of fundraisers.

         Functioned as member of scholarship committee tasked with collaboratively reviewing applicants and making judicious decisions.

         Co-chaired 150-person scholarship luncheon requiring superior organizational skills, vendor relations abilities, and attention to cost control.

         Held roles as sorority chapter s 2nd Vice President, Financial Secretary, Corresponding Secretary, and Hostess.

         Mentor and oversee undergraduate chapter at Monmouth University in current role as Graduate Advisor.




Microsoft Office (Excel, Word, PowerPoint, Access, Outlook), Salesforce


Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ● (xxx-xxx-xxxx ●



















I am currently seeking a challenging career opportunity as a (INSERT TARGET POSITION) and am submitting my resume for your review. In advance, thank you for your time and consideration.


I bring to you strong administrative talents, significant experience in the insurance industry, and exceptional talents in client service, data gathering, contract preparation, operations support, and regulatory compliance. My well-developed problem solving skills and diplomatic work approach will certainly prove immediately beneficial to your organization. To complement these qualifications, I offer a persistent commitment to driving continuous improvement within the organization which is vital to fueling revenue production and consistent growth.

As a proactive contributor to your organization, you will find me to be a self-motivated professional committed to supporting you in achieving your objectives through self-sufficiency, versatility, confidence, and dedication. I am confident that I could be a valuable asset to (INSERT NAME OF COMPANY), and look forward to interviewing with you in the near future.






Yyyyyy x. yyyyyy

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