1. Michelle Goldstein
3719 W Wisconsin Ave Unit 8
Tampa FL 33611
813-951-2757
Micg1970@yahoo.com
Summary
Proven track record of success in project management, marketing, and customer service
Technical Skills/Proficiencies
 Proofing/Quality Control
 Use of Microsoft Excel, Word, PowerPoint, Lotus Notes, Outlook
 Process Improvements/Analytical thought process
 Strong interpersonal communication skills (both oral and written)
 Strong organizational skills
 Detail and deadline oriented
 Effective decision making skills
 Highly effective multi-tasking skills
 Excellent typing and 10-key skills
 Streamline and identify improvements where applicable for efficiency
 Team player/engage others/Flexible
 Data entry experience
 Some knowledge of medical terminology and medications
 LOMA’s 281, 291, 321, ACS101 and LOMA 301 (earning ACS designation)
Employment History with New York Life Insurance Company:
Tampa Sales Desk
November 2013 to present -Specialist
 Provide sales support to field agents and assist with product information, current standings
and information to help make sales goals
 Call clients and prospects of agents to schedule appointments to assist agents in reaching
manpower and sales goals
 Provide daily or weekly reporting on the campaign plus feedback as needed
 Creation of power point presentation on suggested method of communication to our agents
via email
Accomplishments:meet or exceed daily and quarterly individual and team goals, help to
increase life sales for NYL, develop relationships with field agents
December 2012 – November 2013 – Customer Service Representative with AARP
 Answered calls from customers and prospects

2.  Sent fulfillments
 Took death claims
 Part of the Broad Market Unit
 Part of initial Face to Face pilot assisting field agents with selling AARP products
Long Island General Office
March 2011- June 2012- Market Development Director
 Assisted new agents with creating and implementing marketing plans
 Strategized ways to get in front of target markets
 Advised on ways to brand in local community and get involved in volunteer efforts
 Discussed and trained on social networking opportunities
 Worked with Compliance to ensure approval of processes
 Trained classes of agents two to three times monthly with regard to prospect direct mail and
email marketing
 Trained groups of established agents on the use of systems to target certain client needs and
assisted in building book of business development
 One on one agent meetings to develop marketing skills and helped in setting up direct mail
marketing efforts
 Developed a guide for agents to maneuver through the marketing system
 Helped create a Master Marketer Guide
 Spearheaded two successful Recruiting career fairs with hires resulting
 Researched events in local communities; negotiated cost and booked for Agent participation
 Managed mall kiosks and worked with Print vendor to create new signage, ensuring correct
size, color, graphics, etc. Regularly visited the kiosks for quality control
NYL Tampa Agency Marketing
2008-2011-Marketing Support Desk Representative
 Handled field management support of marketing tool implementation for the NE Zone to
help drive recruiting/retention, agent development and net manpower
 Was accountable for helping to engage GO management and agents in various marketing
activities and promote Agency programs and participation
 Assisted in creating letter shop instructions
 Proofing of letters
 Regularly tested the direct mail ordering system, reporting errors found
NYL Tampa Operations
2005-2008 -Field Support Representative
 Handled incoming/outgoing calls from agents and managers across the field in support of
specific programs
NYL Tampa AARP Operations
1997-2005 - Customer Service Representative
 Handled inbound and outbound calling to support AARP life insurance clients with respect
to billing, direct mail fulfillment and policy changes

3. Education
University of South Florida, Tampa
Associate of Arts Degree
Communications Major
Life and Variable Annuity License attained in 1997 (held and maintained to date)
Groups and Activities
 2015 Mentorship program: Targeted Skills and Career Development and Networking and
Managing Relationships tracks
 NYL Pride group
 Tampa Women’s Initiative
 ANG (Asian Networking Group)
 The Latino Connection
 Enable
 LinkedIn
Awards and Recognition
 Building Foundation of Excellence – April 2000
 Volunteers for Life Certificate of Appreciation- April 2002
 Dale Carnegie Sales Excellence Training- April 2002
 Volunteers for Life Certificate of Appreciation- April 2004
 Be the Best Award- December 2004
 Volunteers for Life Certificate of Appreciation- April 2005
 Volunteers for Life Certificate of Appreciation- April 2006
 Be the Best Award- December 2007
 Certificate of Attendance- Leadership and Management skills for Women- July 2007
 Certificate of completion for Franklin Covey Advantage Series- September 2009
 NYLIC University course completion- Social Networking- August 2011
 Certificate of completion- Creating a Distinctive Leadership Brand- June 2011
 Certificate of completion- Business Etiquette for Supervisors- June 2011
 Contribution Award- NYL Values- October 2011
 Contributor Award- Operational Excellence- December 2014