Financial Services Representative Resume Samples in Word Format Free Download

Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Description, Skills & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download

ALINA  MCDONALD

309 Cornerstone Village Dr. – Southfield, MI  48001 – (248) 224-9876 – alina@yahoo.com

OBJECTIVE:  Seeking an opportunity to utilize my extensive experience with a company that offers growth and increasing responsibility.

SUMMARY OF BACKGROUND:  Highly experienced Administrator with a strong record of achievement in implementing benefits administration policies and procedures.

CONSECO (self-employment)

January 2008 - present

Financial Services Representative

• Conducted sales and service meetings to determine best cost effective and efficient plan to implement.
• Develop strategies for implementing plan design changes.
• Interpret plan documents.
• Conducted follow-up sales contacts resulting in increased annuity premium volume.
• Contributed to the development, implementation and control of specialized marketing campaigns     targeted to individual customers.
• Resolved problem elements for customers and associates.
• Prepared records for on-site storage.

SOUTHEAST HEAD START

February 2007 – March 2008

HR Manager

• Direct all recruiting operations.
• Create job descriptions and internal job postings. Initiate job offers.
• Monitor cost of classified advertising.
• Develop on-going communication with all employees, keeping them informed of their individual benefits package.
• Create and provide employees with disability and verification paperwork. Serve as a liaison to benefit providers.
• Processed UPS and Fed Ex shipments.
• Exceptional communication/interpersonal and organizational skills.

OFFICETEAM

August 2005 – February 2007

Customer Service Representative / Administrative Assistant

• Data Entry.
• Maintained files.
• Resolved problem elements.
• Prepared records for on-site storage.
• Filing, Faxing, and answering multi-lined telephone system.
• Processed UPS and Fed Ex shipments.
• Exceptional communication/interpersonal and organizational skills.

METLIFE

January 2004 – July 2005

Benefits Administrator / Customer Service Representative

• Coordinated annual open enrollments, and compiled and dispersed employee informational packets.
• Prepared the filing of legal documentation.
• Responded to employee benefit inquiries, and provided pension benefit counseling to employees, retirees, and surviving spouses.
• Processed beneficiary information for various life insurance policies for GM salaried retirees and active non-union salaried employees.
• Call Center Representative.
• Responded to customer complaints.
• Interaction with other departments to ascertain customer account status.

EDUCATION:  Wayne State University, B.A. English / Africana Studies.

                            Wayne State University, currently pursuing M.A. in Communication with 

                             specialization in Public Relations.

                             Currently pursuing paralegal certification at OCC.

COMPUTER SKILLS:  Microsoft Word, Excel, Outlook, Powerpoint, Publisher, Lotus Notes,  

                                          Peoplesoft, InDesign, Adobe Photoshop, Lexis and Westlaw.

ACHIEVEMENTS:  Deans List for two consecutive years.

                                   250+ volunteer hours at the Barbara Ann Karmanos Cancer Institute.

                                   Excelled to third grade reading level by age three.

                                   Maintained a 3.3 GPA while working full time.

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