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Jamie
Life & Health Insurance Agent
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Competencies
Demonstrated experience with Data Entry.
Demonstrated experience with Data Validation.
Demonstrated experience with Data Accuracy.
Demonstrated experience with Data Review.
Demonstrated experience with Record Verification.
Education
Summary
Life & Health Insurance Agent open to new opportunities
Experience
Life & Health Insurance Agent
Processed, entered, and maintained life and health insurance application data and client records across 6+ information areas, including health information, coverage needs, beneficiaries, eligibility, budget, and financial considerations, with a consistent focus on accuracy and completeness.. Reviewed and validated applications, typed client information, and supporting documentation, identifying missing details and resolving discrepancies before submission to insurance carriers to support accurate underwriting review.. Managed and updated electronic client records across 5+ stages of the insurance application lifecycle, tracking documentation, underwriting requirements, application status, and outstanding items to keep records organized and current.. Coordinated remotely with clients and insurance carriers to verify information, resolve application and documentation issues, and communicate policy updates while protecting confidential life and health insurance information.
Business Analyst Intern
Reviewed, entered, and organized trucking, logistics, and transportation information across 5+ operational areas, including dispatch, deliveries, driver activity, fuel usage, and expenses, using Microsoft Excel to maintain accurate and accessible business records.. Validated and analyzed shipment, delivery, driver, fuel, and expense data, identifying missing or inconsistent information and supporting more accurate transportation records and operational reporting.. Organized and documented dispatch-to-delivery records and daily operational information, helping the family-owned trucking business strengthen recordkeeping, delivery tracking, expense monitoring, and access to reliable data.