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Gelbwaks Executive Marketing Corp - New Business Specialist Resume Example

Michael Moore
Professional Summary

Seasoned Manager with more than 35 years of experience in fast-paced insurance environment. Excellent communication and time management skills. Handles tasks with accuracy and efficiency.  Passionate and motivated, with a drive for excellence.

  • Proficient in Microsoft Office - Word, PowerPoint, Excel, Outlook
  • Speaks fluent Spanish
New Business Specialist 09/2003 to 02/2015
Gelbwaks Executive Marketing Corp. - Davie, FL
  • Supervised the new business and licensing operation at GEM
  • Processed new business applications
  • Ordered underwriting requirements for Life, Disability, and Medicare Supplement applications as needed
  • Contacted insurance agents for missing information on new business, carriers for changes/updates on new business issues, and agent's appointment issues
  • Worked with General Agents for missing information on sub-agent appointment paperwork
  • Contacted states for updates on non-resident licenses
  • Followed up with carriers on pending or missing information and that pending cases were coded to our agency
  • Recoded agents to our agency when necessary
  • Helped agents with non-resident licensesAssisted with the statuses as needed
  • Kept up with the carriers on requirement changes for new business/appointment as well as making sure that GEM codes with all carriers were current
  • Watched each of the state guidelines for changes in license & new business requirements/procedures
  • Made sure agents were properly appointed under the GEM hierarchy
  • Confirmed that appointments were active with carriers for the non-resident status
  • Worked with General Agent and sub-agent appointment and transfer requests
  • Reviewed carrier appointment rules & procedures with sub-agents & General Agents
  • Walked through new business applications with agents as needed
  • Sent appointment acknowledgements as well as application acknowledgements for each application to agents
  • Set up hierarchy for General Agents with multiple levels
  • Distributed incoming & outgoing mail
  • Answered commission questions
  • Handled office customer service inquiries
  • Assisted all company executives
Office Manager/Assistant 01/2000 to 09/2003
Prudential Financial - Weston, FL
  • Assisted three managers and agents
  • Processed Life insurance new business
  • Coordinated underwriting issues between home office, agents & clients
  • Ordered medical requirements
  • Followed up on APS requests
  • Recruited new financial advisors
  • Handled customer service
  • Ordered office supplies
  • Distributed incoming/outgoing mail
Underwriter Assistant, Personal Lines 01/1998 to 01/2000
Filer Insurance, Inc. - Miami, FL
  • Processed personal lines new business
  • Handled customer service
Office Manager 01/1995 to 01/1998
Alex Donestevez & Associates - Miami, FL
  • Managed Family Life & Health insurance brokerage business
  • Handled customer service
  • Resolved claims for clients
New Business Clerk/Branch Underwriter, Life Dept. 01/1986 to 01/1995
Manulife Financial - Coral Gables, FL
  • Generated proposals
  • Processed & reviewed all Life insurance new business applications
  • Ordered medical exams & attending physician statements
  • Handled client & agent customer service
  • Trained new employees
  • Maintained life applications, kept literature current, and ordered as needed
  • Sorted all incoming and outgoing mail
  • Answered a heavy volume switchboard
Office Manager 01/1984 to 01/1986
United Brokers - Miami, FL
  • Processed Life insurance applications
  • Generated proposals
  • Handled banking duties
  • Ordered medical exams
  • Distributed mail
  • Answered incoming calls
New Business Clerk, Life Dept. 01/1980 to 01/1984
Travelers Insurance Company - Miami, FL
  • Ordered medical exams and attending physician statements
  • Answered 20 incoming telephone lines
  • Handled office filing
  • Opened and distributed incoming mail
  • Generated proposals
  • Processed new Life insurance applications
  • Ordered office supplies
  • Answered agents questions and phone calls
Coral Gables High School Jan 1980 Coral Gables, FL
High School Diploma:
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Resume Details

This is a real resume for a New Business Specialist in Davie, Florida with experience working for such companies as Gelbwaks Executive Marketing Corp, Prudential Financial, Filer Insurance. This is one of the hundreds of New Business Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best New Business Specialist resume.

Previous Companies:

  • Gelbwaks Executive Marketing Corp
  • Prudential Financial
  • Filer Insurance

Previous Job Positions:

  • New Business Specialist
  • Office Manager
  • Assistant
  • Underwriter Assistant
  • Personal Lines


  • Coral Gables High School

Level of Education:

  • High School Diploma

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