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2042 Chesterfield Lane, Aurora, IL 60503
(630) 740-9066,
Highly Experienced Administrative Assistant and Client Service Provider
Detail Oriented - Strategic Planner - Independent Thinker - Problem Solver
Illinois Insurance Producer's License (Life, Accident/Health) since 1997
Northwestern Mutual Life Insurance Company, Feb. 1994 to Aug. 2009
Associate Financial Representative/Administrative Assistant to:
Kevin M. Olson, CLU, Wealth Management Advisor, Feb. 2006 to Aug. 2009, Downers
Grove, IL
Insurance and investment practice serves over 400 individuals, business owners a
nd corporate clients and
averages $300,000 in new insurance premium and $400,000 in new investment commis
sions annually.
Louis J. Cassara, CLU, ChFC, Agent, Founder of The Cassara Clinic(R) LLC, Oct. 1
997 to Feb. 2006, Oak Brook, IL
Insurance practice focused on business succession planning and estate planning f
or business owners and high net worth individuals. Serves over 400 clients. Av
erages new insurance premium of $1,000,000 annually with an average face amount
of $20,000,000. Additional successful practice as an industry sales coach, cons
ultant and well-known guest speaker.
Craig H. Schaefer, CLU, District Agent, Northwestern Mutual Life, Feb. 1994 to O
ct. 1997, Oak Brook, IL
District Agent managed an office of 14-15 agents producing over $2,000,000 in pr
emium and $1,000,000 in
first-year commissions annually. Concurrently managed private insurance practic
e at MDRT production levels.
Responsibilities and Accomplishments:
Created complex and detailed proposals and sales materials using Microsoft Offic
e and other software.
Completed applications for insurance and annuity contracts.
Facilitated the underwriting process including correspondence with clients, unde
rwriters and physicians.
Processed applications and forms for mutual fund investment account transactions
Responded to clients' requests for service via written correspondence, e-mail, t
elephone and in person.
Edited outgoing correspondence for superiors and peers.
Completed periodic marketing projects.
Maintained clients' paper files, online records and case notes.
Acquired and maintained computer hardware, software and office supplies.
Booked facilities and equipment, packed and shipped materials for training semin
ars, speaking engagements, trade shows.
Ordered supplies and assembled manuals and materials for said engagements.
Proofread and edited all written materials produced by Lou Cassara and The Cassa
ra Clinic(R) LLC.
Provided administrative assistance, guidance and support to all new agents in th
e district agency.
Maintained the district agency's supply of forms and supplies.
Provided backup coverage for district agency telephones and reception area.
Prepared bi-monthly checks and commission statements for agents contracted with
the district agency.
TIMATE, QUICKEN, E-Z DATA, various calendars, internet browsers and insurance pr
oposal software.
Western Illinois University, Macomb, IL - two years of general undergraduate cou