1. Elizabeth Richey
6270 52nd Avenue North, St. Petersburg, FL 33709
727.459.9924 ERR84@aol.com
Career Focus
I am reliable,ambitious, committedwithastrongbackgroundincustomerservice andlicensedwitha
215 and220. I am seekinganopportunitytoapplymyskillsinthe insurance industry,inwhichIam very
passionate about.Icrave to learnnewthingsandapplymy skills,asguaranteeingclientsatisfactionhas
alwaysbeenone of mytop priorities.Throughoutmyeducationand 13 yearsof workexperience,I’ve
become greatinbalancingmultipletasks,workingunderpressure,andIhave excellent workethic.
Beinga fastlearner,I have developedanindepthknowledge inpromotingproducts,developingand
maintainingrelationshipswithclients,andgeneratingsales.Istrive tomeetbothcompanyandclient
goals.Withgreat energy,drive andpassion,Istronglybelieve Iwouldbe agreatassetto your company.
Core Qualifications
Microsoft office, Word, PowerPoint, Excel, Apple • Extremely adaptable and able to quickly grasp
and apply new information • Excellent communication skills • Completed 200 hour P & C course &
life,healthannuitiescourse 215 license • Leadership experience • Marketing skills • Experience in
commercial insurance • Processing• Experienceinhealthandlife insurance •Medicare/Medicaid •
Final Expense • Whole Life/Term • Annuities, etc. • Interpersonal skills • Staff Training •
Appointment setting • Utilizing social media to generate sales • Cold Calling • Managing incoming
calls • Experience with AMS 360
Accomplishments
Property and Casualty License • Life, Health and Annuity License • Highest Sales Reward • Honors
Student • Managerial Experience • Certified Nurse Assistant
Work Experience
Indy Property Management,Hudson Florida2015 - Present
Assistant PropertyManger
Administrative assistance (collections,telephonework,apps,backgroundchecks,keepingupwith
readinessof homessuchasrefurbishments,improvements,repairs,follows,evictions,etc)
Vermostand Associates,Largo Florida 2015 - April 2016
Assistant Commercial Account Manager
Managed andservicedcommercial accounts•Assistedthe Commercial AccountManager•Customer
service • Renewal Reviews –Prioritizeddailyhow manyreviewsneededdone thatday,3 monthsbefore
renewal,reviewed the insured’spolicywiththem,verifyinginformationis still accurate andcorrect.
Presentedthe insuredwithaquote forincrease limitsaswellascross-sellingotherlines•Certificatesof
Insurance a prioritytoissue outas soonas possible • Ran MVRs for businessowner’swhenrequested•

2. Basic servicing,suchasaddingemployeesortakingoff autos• Billinginquiriesandprocessingpayments
• Policyinquiries•Processingmail •Processingemaileddocuments•Assistingclientsemail requests•
Followingupwithclientstoremindthemof upcomingrenewal paymentsorintenttocancel status•
WorkedwithAMS 360, Excel,Office Word,andothercomputerprogramsdaily• claims
Amerilife andHealth Services,Clearwater,Florida 2013 - 2015
IndependentRepresentative
• HealthInsurance agentmarketingcoverage toseniorsandsmall businessownersindividuallyorby
phone toproduce sales,verifyingthatclientshave thoroughknowledgeof saidproductsthroughsales
presentations,clientmeetingsandansweringanyandall inquiries.•Addedmemberstoaccountsby
educatingandconvincingcustomerstoswitchtoa planthat would bettersuite theirneeds.•
Demonstratedexcellenttime managementbysettingdailygoalsandmappingoutroutesinorderto see
the maximumamountof people.•Crosssellingadditionalcoverage,includinghealthinsurance,life
insurance and/orannuities.•Exceededclientexpectationsbyprovidingthe highestlevel possible of
qualityservice toclients.•Keptdailyactivitylogs,showing daytoday activity • Experience inQQ
Evolutioncomputersystem
Mazza Insurance and Financial Services,Largo, Florida2010 - 2012
Account Executive/Producer
• TrainingforpositionprovidedbyCompanyowner•Maintaineddetailedknowledge of productlines•
Introductionandpromotionof servicestoclients•Increasedprofitabilitybyofferingothercoverage
gaps • Ownertrainedme to assistwithunderwriters•Networkingmeetings •Publicspeaking(client
and professional organizations) •Responsible forrequests,questions,andproblemsolvingtasks.•Basic
office work• Coldcalls,drove tobusinessesof prospects,bookedappointments,andfollowedup with
all prospects.• Kept all informationuptodate inDoras computersystem • Processingall mail •
Handlingall incomingcalls
Hospitality06/1999 –10/2011
• Twelve years’experience,customerserviceoriented,servicecoordination, timemanagement,
problemresolvingskills,managedstaff,enforcedcompanypoliciesandprocedures, fastpaced
environmentetc.
Education
• Northside ChristianSchool St. Petersburg,Florida
• Highschool Diploma(Honorsstudent)
• Outstandingstudentawards
• St. PetersburgCollege St.Petersburg, Florida
• Associate inArtsgraduate
• Focus:Finance

3. • UniversityofSouth FloridaTampa, Florida
• Focus:Criminal Justice
• Diana Fink Central School of Insurance Clearwater, Florida
• 200 Hour Pre-LicensingCourse
• Successfullygraduatedtoprepare forstate exam
Related Courses
• Speech,statistics,principalsof marketing,managerialaccounting,financialaccounting,200
Hour P & C course,college algebra,calculus,Spanish(throughoutgrade/highschool/college),several
computerandtypingcourses
Referencesavailable uponrequest
Willingtoobtainadditionallicenses