Skills/Expertise
• Writer & Editor with Strong Finance, Customer Service, and Sales Background
• Enthusiastic, energetic, problem-solver dedicated to fulfill the needs of the business and client
• Analytical, detail-oriented, with excellent math and financial skills with an emphasis on accuracy and thoroughness
• Self-disciplined to work effectively and efficiently in a fast moving environment by multitasking and prioritizing
• Fluent in English and Italian: speaking, reading, and writing
• Experienced in delivering effective feedback at all organizational levels while maintaining positive interpersonal relationships and open communication
Education Bachelor of Arts Degree, English, Creative Writing, Westminster College, Salt Lake City, UT, GPA 3.54 2010
Associate of Arts Degree, English, Salt Lake Community College, Salt Lake City, UT
Professional Experience
05/97 – 04/04, 11/12-Present Sales Agent – Aflac, Columbus, GA
• Generate insurance sales through cold calls to businesses and individuals
• Group and individual product presentations with follow up
• Completing/submitting applications for insurance
• Assist clients with claims resolution and corporate communication
• Run weekly and monthly productivity reports used to set new sales and educational goals
Bill Payment Operations Research Banker-CSR III – Wells Fargo Internet Services Group, Salt Lake City, UT 09/00 - 06/12
• Provide excellent customer service through outbound/inbound customer & payee interactions, oral and written in call center
• Telephone sales and referrals/cross selling of financial products
• Technical writing – Internal/external
• Problem resolution by active listening and focusing on the customer’s needs
• Train new team members and assist bankers within other departments
• Maintain secure and accurate client financial records
• Extensive use of Microsoft Office (Incl. Excel, Word, Outlook & PowerPoint) through 2010
• Strict schedule adherence and productivity standards
• Online Fraud detection and prevention phone support
Encoder – United States Postal Service, Salt Lake City, UT 10/04 - 02/05
• Data entry, precision for fast-paced environment
• Proofreading
• Attention to detail to ensure accurate delivery of the U.S. mail
• Strict schedule adherence with flexibility to business needs
Underwriting support – Zurich-Kemper Life, Long Grove, IL 12/99 - 08/00
• Liaison between underwriters and insurance agents
• Facilitating fast, timely, accurate processing and issuance of insurance policies through telephone and email communication
• Manage high value customers and high value agents accounts
• Ensure security of personal and protected information
• Coworker dispute and conflict mediation
Issue Processing Representative – Great Southern Life, Dallas, TX 05/98 – 08/99
• Written, telephone, and email communication with high value agents/agencies and underwriters to ensure proper policy issue
• Process and mail insurance policies
• Data entry using proprietary databases
• Research accounting and billing discrepancies
• Assist and coach coworkers
• Application and policy error discovery, correction, and resolution
• Information security
Computer Skills
WordPerfect • Microsoft Word • PowerPoint • Excel • Search Engines • Quicken • QuickBooks • Microsoft Office • Microsoft Money • Outlook • Lotus Notes • Typing (60+ wpm)
Awards/Certificates
• Bachelor of Arts in English, Creative Writing (May 2010)
• Associates of the Arts in English (13 December 2007)
• Dean’s List, Westminster College (Spring 2009, Fall 2008)
• Fellow, Life Management Association (FLMI)
• Associate, Customer Service (ACS)
• Eagle Scout