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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx ~

Life Insurance/Financial Services Professional, with multiple relevant licenses, seeking to utilize CLU designation and in-depth experience in a Training or Sales Production assignment


Profile of Qualifications


  Bachelor of Arts, with Certificate in Managerial Sciences; Chartered Life Underwriter (CLU) Designation; currently pursuing Chartered Financial Consultant (ChFC) Designation

  Licensure in all insurance lines including Variable Life and Variable Annuity in Maryland

  Skilled Administrative Management Professional, with exceptional capabilities in providing leadership, designing and directing marketing initiatives, developing budget/profitability analysis and authoring/facilitating organizational policies and procedures

  Highly proficient in use of Microsoft Office Suite programs, including Word, Excel, Access, PowerPoint and Outlook, as well as Quicken software


Professional Synopsis


Office Manager, State Farm Insurance, Chevy Chase, MD 1989-1993 / 1997-2003 / 2008-Present

         Hold comprehensive responsibilities for managing all aspects of daily operations, administrative/corporate office activities and sales support actions for this agency that handles high-volume commercial as well as personal insurance lines.

         Expertly steer inside sales activities that include telemarketing, rate quotation, product presentation and development of a referral network; additionally responsible for interviewing/hiring/training crucial support staff personnel.


Account Manager, Chesapeake Insurance Group, Annapolis, MD 2004 2008

         Collaboratively directed Personal Lines Department; successfully provided highest levels of quality service and support for clientele while managing Sales/Marketing and Referral Management programs.

         Additionally tasked with training as well as overseeing work performance of other Account Managers.


Personal Lines Manager, Saratoga Insurance Brokers, Sykesville, MD 1994 1997

         Held multiple responsibilities for all areas of personal lines operations, direct sales, marketing programs and customer support; also hired/trained/managed Sales and Customer Service support staff personnel and skillfully coordinated marketing program with company Representatives/producers to meet production and P&L goals.


Office Manager, Nationwide Insurance Company, Columbia, MD 1993 1994

         Recruited to perform crucial planning and management of start-up operations, as part of organization s pilot agent support program; designed/implemented policies and procedures, trained and oversaw work performance of administrative support staff, and set-up sales and client services areas.


Marketing Representative, Prudential Insurance Company of America, Baltimore, MD 1986 1989

         In this assignment, was charged with performing new business development as well as supporting direct sales programs that marketed insurance products/financial services to individuals as well as corporate entities; successfully gained strong foundation in underwriting policies, product presentations, marketing and account management..


Education / Professional Development / Professional Affiliation


University of Maryland, Baltimore County, Catonsville, MD

Bachelor of Arts, Economics, with Certificate in Managerial Sciences


The American College, Bryn Mawr, PA, Chartered Life Underwriting (CLU)


Dale Carnegie Public Speaking Course


American Business Women s Association (ABWA)

Board Member, Past President/Treasurer of Columbia Chapter

Committees: Membership. Programs, Ways & Means

Awarded Chapter Woman of the Year on two separate occasions

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