Documentation Specialist Resume Wilmington, DE - Hire IT People

SUMMARY:

An energetic consultant with substantial experience in financial products, healthcare and insurance. Background includes 10+ years of product knowledge and end - user support; 7 years as a virtual class designer and instructor, 7 years of sales experience and 5 years of human resource management in a corporate environment.
Assess eligibility, review plans and compare benefits and enroll customers into the Regional Medicare Advantage Plans in a call center environment. 119% to goal, 94% retention.
Leading the financial center team; exceeded sales goals consistently on average 20-50% monthly. Ending the year, 150% to annual goal for financial sales/products.
Coached financial center associates - Customer Care and soft skills. My financial center team received the Most Improved Overall .
Opened a new state; delivered insurance product knowledge and systems in a new territory, increasing regional sales from $0 to $5.6 million first year, exceeding annual goal by $3.6 million dollars.
Increased sales penetration in a one-year period by 92.7% supporting six locations throughout northern Illinois and Wisconsin. Credit Life new business premium increased by $278 thousand dollars with $6.95 as the average premium. Appointed and managed 30 independent agents; generating $4 million dollars in written premium in a one year period.
Designed, developed materials (wrote policies, procedures and processes using specific guidelines) and delivered user for a new standardized tracking system to track financial documents from the branch store and remote processing center to the regional operations center
Developed a curriculum, materials and delivered user to legacy Wachovia associates that supported the integration of Float Management groups. (sweep accounts)
Developed a curriculum for the Technology and Operations Group associate. Updated existing materials and facilitated classes in change management and leadership development.
In Collaboration with SME, developed a curriculum, materials and delivered user of an integrated product for incoming and outgoing returned check processing.
Consulted with the SME for each business operation process, developed and delivered New Hire Orientation, new hire production methods; encoding, lock box, remote deposit capture and ATM processes. Developed and delivered new hire for a local non-profit organization to support check processing.
Designed, developed and implemented new business underwriting product knowledge courses; automobile, homeowners, renters, life and commercial products for newly appointed independent insurance producers, 75% travel required.
Designed, developed and delivered a train the trainer session for Agency Specialist, which increased product profitability by 20%. 80% travel required.
Collaborated with knowledge holders for the development and documentation of a procedures manual to facilitate the transfer knowledge to a third party vendor to complete a reconciliation process for statement bank accounts.
Facilitated Continuing classes for the state insurance producers license renewal requirements for retail associates in Illinois and Wisconsin.
Provided product knowledge and end user help desk support to customers for the web based Letter of Credit processing system as well as, insurance application issuance systems.
Prepared and ready customers for transition from an existing software based product to the new internet based products to support Asset Based Lending clients.
Planned and coordinated marketing/promotional events as the process for prospecting new agents, as the company representative speaker; presented the features and benefits of personal lines, commercial products and Life at several annual industry trade show events.

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Documentation Specialist Resume

Wilmington, DE

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