Insurance Services Resume Sample

4.7
17 votes
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Kobe Smith
3097 Jacobs Key,  Phoenix, AZ
+1 (555) 459 1732

Work Experience


Insurance Services Exam Manager
10/2017 - PRESENT
Boston, MA
  • An active Property/Fire & Casualty license is REQUIRED
  • Responsible for the effective management of the Technical and Sciences function for Asia Division and ensuring value realization is realized from financial budgets assigned
  • An active Property and Casualty Insurance licensed is required for qualified candidates.
  • Opens, sorts and distributes new business documents and overnight deliveries timely
  • Provide administrative support services to Case Manager and other department staff
  • Respond to inbound inquiries from potential or current insurance policy holders, national insurance companies & agencies, or national lenders referring business, and build ongoing relationships
  • Aggressively solicits and writes new P & C policies and related products
Insurance Services Representative
02/2014 - 09/2017
Chicago, IL
  • Function within tight deadlines, extended hours
  • Always portrays a professional image through proper appearance and actions
  • Respond to inbound inquiries from potential or current insurance policy holders, national insurance companies and agencies, or national lenders referring business
  • Builds ongoing relationships
  • Quote and bind P&C policies and related products
  • Provide customer service to multiple P&C product queues
  • Adheres to compliance guidelines for the National Flood Insurance Program
Insurance Services Assistant
08/2010 - 11/2013
San Francisco, CA
  • Working knowledge of an Agency Management System
  • Consistently follows Best Sales Practices for all prospects
  • Understands and follows compliance guidelines for the National Flood Insurance Program
  • Maintains working knowledge of new products
  • Meets production and quality control requirements and goals assigned by the Sr. Account Administrator
  • Thoroughly document all customer accounts
  • Quickly learn new operating systems

Education


Robert Morris University - Peoria Campus
2005 - 2010
Bachelor's Degree in Management

Professional Skills


  • Experienced leader that is tough but fair, with excellent communication and motivational skills to foster engagement around clear goals and objectives
  • Strong technical insurance accounting skills (e.g., statutory, U.S. GAAP)
  • Experienced professional with a proven track record of performance, innovation and implementation to drive sustainable success
  • Working knowledge of computers and demonstrated proficiency in using e-mail systems, Internet and MS office software application
  • Public accounting/auditing experience
  • Experience with database software and/or predictive modelling
  • Insurance accounting experience

How to write Insurance Services Resume

Insurance Services role is responsible for accounting, litigation, insurance, preparation, analytical, cash, business, training, integration, database.
To write great resume for insurance services job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Insurance Services Resume

The section contact information is important in your insurance services resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Insurance Services Resume

The section work experience is an essential part of your insurance services resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous insurance services responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance services position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Services resume experience can include:

  • Experience:Prior EPIC Resolute Hospital Billing or Ambulatory experience, prior Revenue Cycle, healthcare billing or insurance
  • Other Skills and Knowledge:Computer and keyboarding skills
  • Other Skills and Knowledge:Basic Microsoft Excel and Word knowledge, communication and customer service skills
  • Experience in insurance underwriting
  • Working knowledge of company operating system(s)
  • Understanding the impact of incorrect insurance information

Education on an Insurance Services Resume

Make sure to make education a priority on your insurance services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance services experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Insurance Services Resume

When listing skills on your insurance services resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical insurance services skills:

  • Highly accurate with good attention to detail in completion of all tasks
  • Previous customer service experience in insurance industry or flood data industry
  • Timely and effective communication to Regional VP’s, Country Directors and their teams
  • Operate a 10-key by touch and pass a clerical test required
  • Working closely with Chief Underwriters & Heads of Claims in each country to
  • Understanding and awareness of all market environment and compliance aspects

List of Typical Experience For an Insurance Services Resume

1

Experience For Insurance Services Representative Resume

  • Meets production and quality control requirements and goals as assigned
  • Communicates professionally with all customers and peers
  • Support the Field by managing the Insurance Operations Inbox to include any required escalation, research and resolution with Business Partners and/or other internal departments
  • Serve as a Tier II for Insurance-related calls that initiate in the call center and require escalation, research and resolution
  • Manually issue and terminate insurance policies in the database for products which do not provide data feeds and perform policy maintenance within the system as needed
  • Review all insurance-related mail received and forward to the Advisor, archive and update the database as needed
  • Perform quarterly update of assigned User Guide’s for processes performed by Insurance Services Operations Team
2

Experience For Insurance Services Exam Manager Resume

  • Performs day-to-day activities in support of forensic, litigation and financial consulting projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement
  • Relevant experience in the Insurance industry, Audit or Consulting
  • Relevant understanding of Finance within the Insurance sector
  • English and German are a prerequisite
  • Reconcile property values
  • Hours: 10am-7pm 7pm
  • Hours: 8am – 5pm

List of Typical Skills For an Insurance Services Resume

1

Skills For Insurance Services Representative Resume

  • Customer service experience in Personal Lines, preferably in call center environment
  • Passion for learning about and understanding the insurance industry
  • Thoroughly understands and interprets insurance Explanations of Benefits (EOBs), knowing when and how to ensure that maximum payment has been received
  • Accurately documents patient accounts of all actions taken in billing system
  • Hard working, proactive and flexible
  • Proficient with MS office Applications including Word, Excel and Outlook (required)
2

Skills For Insurance Services Exam Manager Resume

  • Proficient with PC environments and related software, including Microsoft Office applications, especially in Excel
  • Basic understanding of insurance coverage
  • Active P&C Insurance Agent License
  • Active P&C Insurance Agent License required
  • Researches and resolves complex rejected, incorrectly paid, and denied claims within an established time frame
  • Desire to take early responsibility
  • Work in an advisory role; demonstration of drive, autonomy, and leadership to promote the business unit’s success
3

Skills For Central Insurance Team Operations Manager Wholesale Lending Services Chicago Resume

  • Active Property/Fire & Casualty license is REQUIRED
  • Two or more actuarial exams
  • Well-developed aptitude for quantitative and qualitative analysis. Ability to work independently in fast-paced, multi-tasked environment
  • Insurance Broker licensed and certified (Ideally in the state of California)
  • Multi-cultural International management with a willingness and ability to travel
4

Skills For Finance & Insurance Regional Manager for Allstate Dealer Services Resume

  • Current 4-40 Customer Representative License Required
  • Life & Health Group I Ins. License (obtained within 60 days of employment)
  • Applies actuarial, financial, valuation, and analytical skills to various client situations and practice disciplines, such as preparation of actuarial pricing and reserve analyses, litigation support, and a variety of interdisciplinary project deliverables
  • Performs and supervises day-to-day activities in support of consulting projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement
  • Maintains detailed work papers reflecting assumptions, methodologies, and sources of information employed during the performance of all analytical tasks
  • Prepares written analyses and other reports for third parties, as necessary, on the project scope and/or results of activities. Prepares presentations and quantitative exhibits for third parties on the project scope and findings
5

Skills For CIB Investor Services Sales Insurance Sector Client Executive Associate Resume

  • Performs technical, industry, and company research using publicly available information
  • Develops work plans and executes analyses to assess complex questions of fact, assists in preparing reports and schedules summarizing findings to be delivered to clients and other parties
  • Develops and maintains productive working relationships with client personnel
  • Delivers a high quality product within established timeframes and budgets
  • Property & Casualty, Insurance Services Representative License (This licensing requirement and successful completion of the Company training program are requirements to remain in the position.)
6

Skills For General Counsel, Risk & Insurance Services Resume

  • Customer service experience in insurance industry
  • Applies actuarial, financial, valuation, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements, preparation of complex cash flow projections, and model business processes
  • Maintains detailed working paper records reflecting assumptions, methodologies, and sources of information employed during the performance of all analytical tasks
  • Customer service experience in insurance industry or flood data industry
  • Notify and support Advisors to resolve paperwork issues with NIGO’s
  • Research and resolve ‘Commission No Match’ report
  • Develop and oversee ongoing execution of Manulife Underwriting strategies in order to deliver on growth expectations, profitability, operating targets and maximise shareholder value
  • Create and maintain a High-Net-Worth (HNW) underwriting capability to support Asia Growth
  • Coordinates this limit with Asia CU’s and North America limits
7

Skills For Insurance Services Operations Associate Resume

  • Stimulate organic growth and the pursuit of the Greater Montréal Insurance sector’s business development objectives in collaboration with the sector’s management team
  • Quality check and proof Condolence (Death Claim) packets prior to sending to client/ beneficiary
  • Responsible for analyzing market information & data provided by field vendors, clients and other sources including online and internal
  • Initiate Marketing and Communication initiatives with the primary goal of generating leads
  • Be the team’s Subject Matter Expert on all product and change initiatives, product and technical assistance and training new inductees
  • Develop and use performance metrics to report and drive decision-making on performance improvement
  • In-market initiation and implementation of integrated Insurance training programs
  • High energy, results orientated, dependable leader who enjoys the challenge of a rapidly evolving global organization
  • Processes requests for medical records, EOB’s, Ub92’s, and itemized statements to designated business unit contact
8

Skills For Manager, Risk Financing & Insurance Services Resume

  • Meet daily production & quality standards
  • Manage the team’s production and quality
  • Market Research and Design of innovative Insurance solutions
  • Initiate, Place and develop Insurance partner relationships
  • Manage Insurance and Broker partner relationships in all markets
  • Develop and lead Insurance product and service solutions that delight customers
  • Pro-actively integrate and support vehicle and battery sales initiatives to drive order conversion
9

Skills For Insurance Services Rep Resume

  • Ensure national coverage in all active and new markets on integration of product and service solutions
  • Strategic preparation to ensure adequate resources to support and facilitate exponential growth
  • Lead and develop a team of Associates and professionals across multiple cultures and markets
  • Highly organized and numerate with attention to detail and the ability to interpret, identify and resolve
  • People oriented leader who can integrate with different personalities and cultures, across markets
  • Type 35 WPM required
10

Skills For Cib-treasury Services Large Corp-insurance Resume

  • Review and load insurance sales into database while ensuring that all requirements have been met (prior plan recommendation of product, pre-approval if required, signature pages, etc.)
  • Conduct Quality Control of Team’s processing work
  • On a rotational basis, support Insurance Team in managing workloads within specified SLA’s; collaborate and transition work with Team members as volumes fluctuate
  • Research and resolve incorrect commissions from Financial Services with Carrier partners to ensure data integrity and proper payment to Advisors
  • Work weekly Life insurance, Disability and LTC reports provided by Business Partners to ensure accuracy of policy data in the database

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