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Standard Insurance Company - Employee Benefits Sales Coordinator Resume Example

Charles Collins
I am an accomplished professional with over 13 years of experience in the insurance and customer service fields. I am looking for a career where I can apply my exceptional communication and organizational skills in the best possible way for achieving the company's goals. As well as build a long-term career with opportunities for career growth. I have expertise in account management and a proven ability to interface with sales and marketing staff as well as meet customer requirements.
Employee Benefits Sales Coordinator 10/2003 to Present
Standard Insurance Company Plano, TX
  • Analyze and evaluate risk for new groups and proposals for all groups including SST and Voluntary products, provide customer service to producers, policyholders and home office personnel and support services to the Employee Benefits Sales and Service office.
  • Contribute to the company's success through excellent customer service and process improvements that meet or exceed performance objectives for the following major job functions: Competitively and profitably apply sound underwriting judgment during analysis of rfp's for group insurance products and services, including self- directed decisions to decline to bid on unfavorable requests.
  • Professionally communicate with brokers and policyholders to gather and verify required proposal information.
  • Assess requested plan designs, utilize local market and broker knowledge to match plan design details and/or include any alternate benefits or options especially opportunities to differentiate.
  • Research and resolve any questions, concerns or issues on rfp's.
Loan Set-Up Assistant 01/2003 to 01/2004
Broker Funding Solutions BFS Dallas, TX
  • an affiliate of Lehman Bank, is a national broker wholesale origination outlet.
  • Loan Setup Tech Process full qualifying applications.
  • Qualify borrowers based on guidelines and ensure applications must fit all parameters of program.
  • Mail out compliance package to borrower within 72 hours of new application processing.
  • Run credit reports and flood certificates.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
  • Submit applications to credit analysts for verification and recommendation.
Executive Administrative Assistant 01/2000 to 01/2002
Intervoice Inc Dallas, TX
  • InterVoice is a Telecommunications Company that provides speech-enabled customer services and network solutions.
  • Assistant to the Vice President of Human Resources.
  • Scheduled and processed employee termination's and exit interviews.
  • Coordinated on and off-site meetings as well as travel arrangements and expense reports.
  • Maintained EEO1 annual reports and assisted with Affirmative Action Plans and manuals.
  • Produced weekly reports from the Senior Management Team.
  • Worked closely with staff to maintain a high level of confidentiality and knowledge of benefits for multiple staff reductions.
  • Manage and maintain executives' schedules.
  • Manage and maintain executives' schedules.
  • Manage and maintain executives' schedules.
  • Manage and maintain executives' schedules.
  • Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.
  • Answer phone calls and direct calls to appropriate parties or take messages.
  • Process payroll information.
  • Attend meetings to record minutes.
  • Greet visitors and determine whether they should be given access to specific individuals.
  • Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
  • File and retrieve corporate documents, records, and reports.
  • Prepare agendas and make arrangements, such as coordinating catering for luncheons, for committee, board, and other meetings.
  • Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives.
Administrative Staff Assistant 01/1999 to 01/2000
Arrow Electronics, Inc Wyle Systems, Inc Dallas, TX
  • one of the world's largest distributors of electronic components and computer products and a leading provider of services to the electronics industry.
  • Processed all expense reports for the Senior Vice President and staff.
  • Handled all travel arrangements and group travel arrangements.
  • Manage and maintain executives' schedules.
  • Answer phone calls and direct calls to appropriate parties or take messages.
  • Make travel arrangements for executives.
  • Open, sort, and distribute incoming correspondence, including faxes and email.
Senior Administrative Staff Assistant 01/1998 to 01/1999
  • UT Southwestern is a teaching medical school as well as several patient facilities.
  • Composed, typed, edited and revised of acknowledgment letters for all gifts to Zale Lipshy University Hospital.
  • Prepared reports on membership status of the Friends of Zale Lipshy University Hospital, Friends of the Center for Human Nutrition, and Friends of Mineral Metabolism.
  • Prepared secondary files from database for use in mail merges.
Human Resources Generalist 01/1996 to 01/1998
  • Personnel Connection was a professional temporary and full time placement agency.
  • Screened, processed and interviewed applicants.
  • Processed all drug screens, criminal background checks and aptitude testing.
  • Responded promptly to calls from clients regarding emergency placements.
Public Relations Assistant 01/1994 to 01/1996
  • UTMB is a teaching hospital as well as providing medical services.
  • Coordinated public relations activities with media, tourists, and medical students.
  • Processed all press releases to major media contacts.
  • Served as Advertising Coordinator for the University newsletter.
  • Managed the daily schedules for staff members as well as arranging travel plans and expense reports.
  • Processed appropriate forms for reimbursements and check requests.
  • Created an on-call scheduling system for the department journalists.
  • Managed the department receptionist.
  • Respond to requests for information from the media or designate an appropriate spokesperson or information source.
  • Establish or maintain cooperative relationships with representatives of community, consumer, employee, or public interest groups.
  • Arrange public appearances, lectures, contests, or exhibits for clients to increase product or service awareness or to promote goodwill.
University of Phoenix - Dallas, TX
Galveston Community College - Galveston, TX
Certificate in Business Management: McNeese State University - Lake Charles, LA
2002 Compliance "Employment Practices" Insider Trading", 2002 PeopleSoft Performance Appraisal Training, 2002 PeopleSoft, 2001 Violence in the Workplace, 2001 Management Skills for Administrative Professionals", 2000 Seven Habits of Highly Effective People", 1996
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Resume Details

This is a real resume for a Employee Benefits Sales Coordinator in CANA, Virginia with experience working for such companies as Standard Insurance Company, Broker Funding Solutions Bfs, Intervoice Inc. This is one of the hundreds of Employee Benefits Sales Coordinator resumes available on our site for free. Use these resumes as templates to get help creating the best Employee Benefits Sales Coordinator resume.

Previous Companies:

  • Standard Insurance Company
  • Broker Funding Solutions BFS
  • Intervoice Inc

Previous Job Positions:

  • Employee Benefits Sales Coordinator
  • Loan Set Up Assistant
  • Executive Administrative Assistant
  • Administrative Staff Assistant
  • Senior Administrative Staff Assistant


  • University of Phoenix
  • Galveston Community College
  • McNeese State University

Level of Education:

  • Certificate in Business Management

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