Insurance Estate Planner Resume
Here’s a sample of what your Insurance Estate Planner Resume should look like while applying for Insurance Estate Planner Jobs.
4620 N Western Ave
Atlanta,
GA 30315
(123)-444-1234
name@emailaddress.com
Summary:
A highly accomplished, dedicated and discplined Insurance Estate Planner accustomed to dealing with a wide variety of professionals; render exemplary customer service; distiguishes as self-directed team player and performer, consistently completing assignments proficiently and productively; result-oriented individual with an exemplary track record of success in arbitration, negotiation, review, field apraisal and claims management, personal development, quality control and scheduling
Professional Experience:
Insurance Estate Planner January 2007 – present
Combined Insurance, Atlanta, GA
Responsibilities
Assessed assets and liabilities of estate.
Determined the qualification of the insurance if it is adequate for financial protection.
Estimated value of estate by analyzing and studying legal instruments like trusts and insurance policies.
Determined the value of adjusted gross estate, by calculating expenses, taxes, and debts.
Coordinated and communicated with clients to discuss and prepare insurance programs.
Communicated with clients to provide maximum financial security for family and to protect investments.
Insurance Appraiser May 2004– January 2007
Nationaly Agents Alliance, San Diego, CA
Responsibilities
Examined damaged vehicles to determine extent of repair for the damaged parts.
Determined salvage value on total-loss vehicles.
Insurance Agent February 1999 – May 2004
Federal Deposit Insurance Corporation, Dallas, TX
Responsibilities
Devised reports and obtained records.
Sourced out new and potential clients.
Helped policyholders settle insurance claims in the event of loss.
Offered clients comprehensive financial planning services, such as retirement planning, estate planning, or assistance in setting up pension plans for businesses.
Formulated marketing strategies to compete with other individuals or companies who sell insurance.
Education:
Associate Degree in Finance, Stanford University, 1999
Bachelor of Science in Business Management, Stanford University, 1994
Skills:
Driven and determined
Good communication skills, both written and verbal
A creative approach to new campaigns
Good negotiating and interpersonal skills
Strong organizational skills
Commercial awareness, for pricing and analyzing data
Good numeracy skills and a knowledge of statistics
A high standard of computer literacy
Awards and Honors:
Insurance Information Institute, Member
International Claim Association, Member
