Life Insurance Agent

Posted on: 2008-06-05

Major Accomplishments: · Evaluate programs and processes to achieve financial goals and objectives relating to new business Development. Advise management on procedures that provide responsive direction to AIG/American General organization. Based on market research make recommendations for improved ways to gain business leads. Creatively motivated staff to employ new research. Employment History: Jan 2008 - Present AIG/American General Insurance Dayton, OH Life Insurance Sales Agent-marketing/negotiation ·Worksite specialist in new business accounts development, engage in sales and service activities, opens accounts, sells/cross-sells insurance products and services. Management of ongoing corporate accounts, research and resolves customer service issues. Resolve billing issues and discrepancies and collection calls. Assist client in processing claims forms. Bank transactions; transact premium accounts, report daily end close processes and account reconciliation. Oct 2007 – Jan 2008 Primerica Financial Services Dayton, OH Financial Representative · Created, maintained, and presented pipelines of applicable candidates to senior recruiters responsible for specific requisitions. Provided financial education, awareness, strategies, and services to families. Performed analytical studies of financial needs. Offered financial tools and systems to help guide people through making better financial decisions. Feb 2007 – Nov 2007 Yamada North America South Charleston, OH Quality Control Coordinator · Supervised Quality Technicians and Associates. Monitored and evaluated quality performance of equipment. Provided quality training of production line associates to support production line processes. Investigated internal quality issues. Researched and determined root cause analysis of product defects. Created customer discrepancy reports and worked closely with suppliers to coordinate resolving internal and external quality improvements. Jan 1986- Dec 2006 Delphi Automotive Moraine OH Production Technician · Production Coordinator (* Position changing respectively due to promotion) · Supervised operations of production department consisting of 25 hourly employees performing assembly operations of one of Delphi’s main products. Trained new personnel, and acted as a change agent in aiding to improve efficiency through production management development implementations. · Developed new process for implementation at Delphi by means of videotape interviews and hands on experience. Designed and provided presentation to Delphi management. · Achieved production goals by adhering to People Focused practices and Lean Manufacturing principles. Adjusted work cycle/schedules variations and improving daily departmental performance. Assured TPM on the production equipment. · Assisted in implementing ISO 9000 certification of Delphi Plant. Consistently promoted philosophy of quality network with other group advisors, coordinators, and departmental employees. · Conducted safety training for departmental employees. Trained staff on proper ergonomic procedures, use/storage of hazard materials, and correct safe/use of the equipment. · Selected to monitor quality process performance for the plant. Key player in multi-disciplinary team. Created solutions by analyzing process and equipment capabilities. · Conducted quality measurement analysis using various systems. Reduced costs through improved quality control techniques. Promoted prevention strategies. Facilitator/ Synchronous Trainer · Acted as liaison between management and hourly employees. Conducted meetings and coordinated activities to accomplish training goals. Facilitated work-group meetings to improve communication. Jan 1995 – May 1995 H&R Block Xenia, OH Tax Preparer-Seasonal · Prepared income tax returns for individuals. Trainings: 1995 - 2007 Special On-Site Training through various employment opportunities - Professional Supervisor - Servant Leadership - Six Sigma - Management Seminar - Train-the-Trainer - Team Building -Synchronous Manufacturing (theory of Constraints) - Facilitator Skills - Advance Product Quality Planning and Control Plans - Statistical Process Control - Quality Network Loss Function - QS- 9000 - Production Part Approval Process Analysis - Potential Failure Mode and Effects Analysis - TPM - Kaizen - Lean Manufacturing Processes - Measurement Systems Education: 2004 Antioch University McGregor Yellow Springs, OH Master of Management Degree 2000 Wilberforce University Wilberforce, OH Bachelor of Information Technology Degree 1990 Rets Technical Center Centerville, OH Associate of Computer Programming Degree 1986 Southwestern College of Business Dayton, OH Associate of Business Administration Degree Licensure: 2007 Studies in CFP Designation 2007 State of Ohio Life and Health and Annuity License Certificate: 1994 H&R Block Tax Training Accomplishments and Affiliations: · Credit Management Community Outreach · Curves Life Insurance Community Outreach · Greene County OSU Extension Life Insurance Community Outreach · National Black MBA Association · National African American Insurance Association · Advisory member of Young Leaders and Legends program