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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
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
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..
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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