Elizabeth Richey is seeking an opportunity in the insurance industry where she can apply her 13 years of experience in customer service. She has a strong background in sales, marketing, and maintaining client relationships. She has obtained her property and casualty license as well as her life, health, and annuity license.

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