Sample Insurance Consultant Resume

Contact Information:

• Full name
• Present and permanent addresses
• Telephone numbers
• Email address

Objective:

To find a job in an industry where I can utilize my knowledge in Health, Life and long term care insurance and also to attain advanced experience and knowledge in same industry.

Experience:

Regional Sales Director

Delta Financial Associates, Eatontown, NJ, August 2007 - April 2008

Responsible for providing direct Field support to financial advisors in Major

Financial Firms in the South Eastern Region of the country to increase sales. Coordinating with financial advisors at point of sale including face-to-face client meetings. Responsible for coordinating branch meetings and client conferences in Major Financial Firms.

Regional Marketing Director

Delta Financial Associates, Eatontown, NJ, July 2005 - July 2007

Coordinating illustration follow-ups to increase sales opportunity. Keeping record of suspected business lists for a major account. Conducting client phone conferences, to review illustrations, address concerns and objections in reference to Life and Long Term Care Insurance. Collaborating with regional field partners to increase sales. Coordinating with Financial advisors at point of sale, including suitability and underwriting review.

Regional Marketing Associate

Delta Financial Associates, Eatontown, NJ, July 2003 - June 2005

Fielding inbound telephone marketing request from Financial Advisors, for whole life and long term care insurance policies, marketing insurance products in affiliation with a major Life Insurance Group. Coordinating delivery of illustration requests from financial advisors. Tracking and following up on submitted insurance business materials.

Grievance Specialist

Health Net of the North East, Neptune, NJ, August 2000 - February 2003

Responsible for researching, reviewing, and providing solutions to Provider and Member grievances and appeals regarding claim denials. Communicate with physicians and other health care providers involved with diagnostic, procedural and billing issues as well as education on company policies on member benefits and claims payment guidelines.

Claims Analyst

Health Net of the North East, Neptune, NJ, May 1998 - August 2000

Review claims to ensure coverage and compliance with policy guidelines and regulations. Communicate with physicians and other health care providers to verify procedural and diagnostic codes; investigate and resolve claims discrepancies. Conduct detailed analysis and investigation of claim histories to identify fraudulent activity. Interface with enrollment department to ensure members eligibility. Claims processing, research, and adjustments, and coordination of benefits.

Mailroom Lead

First Option Health Plan, Red Bank, NJ, Feb. 1997 - May 1998

Responsible for the day-to-day management of a high-volume mailroom for a major insurance company; supervised, trained and directed activities of four employees. Reviewed incoming mail and distribute to appropriate departments; sorted incoming claims & shipped to various data processing companies; performed data entry of claims information. Coordinated mail processing activities and resolved operational problems. Originally hired as Mail Clerk; received promotion within five months.

Customer Service Representative

Lord & Taylor, Eatontown, NJ, 1995 - 1997

Performed various sales and customer service activities in the Children´s Department of a large department store. Assessed customers´ needs and recommended appropriate merchandise; maintained a client book and performed extensive follow-up procedures to increase personal sales volume.

Investigated and resolved customer related problems in timely and professional manner. Communicated extensively with other company stores to coordinate merchandise transfers.

Education

• M.B.A., Loyola University of Chicago, Chicago, Illinois
• B.S., University of Iowa, Iowa City, Iowa

Computer Skills

Platforms:

• IBM PC
• Windows

Other Software:

• Sagitta
• Intranet-based software
• Applied
• Internet Explorer
• MS Excel
• MS PowerPoint
• MS Word
• Lotus Notes
• MS Outlook