Sample Insurance Estate Planner Resume

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David Harmer
4620 N Western Ave
Atlanta,
GA 30315
(123)-444-1234
[email]

Summary
A highly accomplished, dedicated and discplined Insurance Estate Planner accustomed to dealing with a wide variety of professionals; render exemplary customer service; distiguishes as self-directed team player and performer, consistently completing assignments proficiently and productively; result-oriented individual with an exemplary track record of success in arbitration, negotiation, review, field apraisal and claims management, personal development, quality control and scheduling

Professional Experience:
Insurance Estate Planner January 2007 – present
Combined Insurance, Atlanta, GA
Responsibilities:

  • Assessed assets and liabilities of estate.
  • Determined the qualification of the insurance if it is adequate for financial protection.
  • Estimated value of estate by analyzing and studying legal instruments like trusts and insurance policies.
  • Determined the value of adjusted gross estate, by calculating expenses, taxes, and debts.
  • Coordinated and communicated with clients to discuss and prepare insurance programs.
  • Communicated with clients to provide maximum financial security for family and to protect investments.

Insurance AppraiserMay 2004– January 2007
Nationaly Agents Alliance, San Diego, CA
Responsibilities:

  • Examined damaged vehicles to determine extent of repair for the damaged parts.
  • Determined salvage value on total-loss vehicles.

Insurance AgentFebruary 1999 – May 2004
Federal Deposit Insurance Corporation, Dallas, TX
Responsibilities:

  • Assessed assets and liabilities of estate.
  • Determined the qualification of the insurance if it is adequate for financial protection.
  • Estimated value of estate by analyzing and studying legal instruments like trusts and insurance policies.
  • Determined the value of adjusted gross estate, by calculating expenses, taxes, and debts.
  • Coordinated and communicated with clients to discuss and prepare insurance programs.
  • Communicated with clients to provide maximum financial security for family and to protect investments.

Insurance AppraiserMay 2004– January 2007
Nationaly Agents Alliance, San Diego, CA

Education
Associate Degree in Finance, Stanford University, 1999
Bachelor of Science in Business Management, Stanford University, 1994

Skills:

  • Driven and determined
  • Good communication skills, both written and verbal
  • A creative approach to new campaigns
  • Good negotiating and interpersonal skills
  • Strong organizational skills
  • Commercial awareness, for pricing and analyzing data
  • Good numeracy skills and a knowledge of statistics
  • A high standard of computer literacy

Awards and Honors
Insurance Information Institute, Member
International Claim Association, Member

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