Chris Oster
Raleigh
Summary
Professional in corporate insurance / finance with a strong background in accounts management and client consultation. Proven track record in financial analysis, budgeting, and resolving client queries. Known for fostering team collaboration and adapting to changing needs while driving successful outcomes. Adept in using accounting software, financial reporting, and ensuring compliance with industry standards. Daily use and understanding of CRM software and communication with clients, carriers, and brokers.
Overview
7
7
years of professional experience
Work History
Accounts Consultant / Insurance Broker
Trucordia
10.2023 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
- Utilized CRM software to manage client relationships.
Estate Director / Personal Assistant
Private UHNW Family
12.2019 - 09.2023
- Demonstrated composure and flexibility in stressful situations and regardless of competing priorities
- Managed high priority and confidential information
- Scheduled meetings and appointments for primaries and their family members
- Made travel and dining arrangements for primaries and their family members
- Ran errands and picked up goods to meet household and the primaries' needs
- Prepared expense reports and tracked budgets
Household Manager / Personal Assistant / Nanny
Private Executive
01.2019 - 09.2019
- Tended to general needs of children while supervising and enforcing safety in day-to-day activities
- Modeled appropriate behaviors to encourage social and emotional development
- Taught basic life skills such as manners, respect, and responsibility
- Administered discipline and guidance in accordance with parental guidelines
- Helped developed and monitored family schedule
Household Manager / Personal Assistant
Private HNW Family
01.2018 - 09.2019
- Oversaw day-to-day home operations in compliance with regulations and the primaries' standards
- Monitored and managed budget for the house and staff, ensuring budget goals were met
- Collaborated with vendors to identify cost savings opportunities and negotiated favorable contracts
- Supervised surveillance of grounds and facility to prevent theft, unauthorized entrances or accidents
- Ensured all amenities were available and in working order
- Helped developed and monitored family schedule
Education
Bachelor Of Arts (B.A.) - Digital Marketing & Advertisement
Liberty University
Lynchburg, Commonwealth Of Virginia12-2026
High School Diploma -
Chancellor High School
Fredericksburg, Commonwealth Of Virginia05.2018
Skills
- Policy analysis
- Claims handling
- Portfolio management
- Financial planning
- Networking and relationship building
- Teamwork and collaboration
- Customer service
- Problem-solving
- Attention to detail
- Time management
- Organizational skills
- Excellent communication
Coursework
- Human Resource Management
- Customer Retention through Digital Marketing
Timeline
Accounts Consultant / Insurance Broker
Trucordia
10.2023 - Current
Estate Director / Personal Assistant
Private UHNW Family
12.2019 - 09.2023
Household Manager / Personal Assistant / Nanny
Private Executive
01.2019 - 09.2019
Household Manager / Personal Assistant
Private HNW Family
01.2018 - 09.2019
High School Diploma -
Chancellor High School
Bachelor Of Arts (B.A.) - Digital Marketing & Advertisement
Liberty University
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