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Evelyn S.

Insurance Sales and Group Employee Benefits Representative

Industry:

Insurance Sales Manager

Location:

Daly City, CA

Education Level:

Associate

Will Relocate:

No

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I am skilled and qualified in quoting proposals which entails working with underwriters when there is an adverse issues. I am able to process a sold case from start to finish. Have managed all new sold cases when completed. These new cases then turned into inforce cases which I manage the renewal, options, retention and problems that might occur during the life time of these accounts. Provide support to my sales manager on inforce cases and main frame. Trouble shoot for any size group and have assisted in organizing Human Resources departments for the insurance companies. My involvement with HR helped to prevent employees from ending up without coverage or benefits.

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COMPANY POSITION HELD DATES WORKED

GUARDIAN LIFE INSURANCE COMPANY Executive 12/1992 - /2009
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Highlights:

This past 18 years, I was able to contribute to my Regional Sales office by creating manuals on how to process new business, how to order various reports (i.e. 5500, claims vs premium report, MRA (maximum rollover account).how to process BOR (broker of records), and system maintenance for brokers address, other relevant information. I have also trained our Pacific West Regional office. I provide assitance to my Sales Manager on projects that our Regional office has been given to do. I am very proud that I always get chosen to do it.

Companies I like:

Any mutual insurance companies., i.e. Liberty Mutual, Prudential Financial/Ins.Co.. Aetna Life. AIG, Alleanz Blue Cross, CIGNA, Safeco, Amico, Liberty North West, ARAG, Alliant, American First Insurance.Americo Life.

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As an inforce senior account manager, I also train our new employees on MainFrame, Medical Quick Quote (very important),ePod,(benefits summary)Simons (new business),Metavante (ID cards)and also Kit Req (Administration Kit.
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