Entrepreneurial Field Underwriter of surpassing customer and employer expectations. Leverage consultative-sales strengths to identify opportunities, nurture relationships and close deals. Represent final expense, mortgage protection, supplemental insurance products and annuities. Serving as a trusted advisor to individuals.

Input financial information into systems, i.e. First State Financial (FSF), Microsoft Access, QuickBooks, Excel and Maintenance Management System (MMS). Light accounting tasks – journal entries, invoicing, Accounts Payable/Accounts Receivable, invoice payments for proper coding, Deposit Funds, prepared check requests and researched general ledger transactions for Division of Communications. Handled time sensitive, confidential d ocuments and recorded meeting notes. Interacted with customers, vendors and division personnel in person or on the telephone. Distributed mail and prepared computer-generated documents in Microsoft Word. ... more