CATHERINE ANN HONEYCUTT
Executive Assistant/ Insurance Agency Producer
San Diego,CA
Summary
Personable Office Administrator with 10 years of experience prioritizing multiple tasks requiring prompt solutions. Talented problem-solver managing workloads while greeting visitors, answering incoming phone calls and fulfilling staff members' requests. Professional and welcoming in creating upbeat work environment.
Overview
16
16
years of professional experience
5
5
years of post-secondary education
Work History
Agency Office Administrator/Insurance Producer
Farmers Insurance Agency
San Diego, CA
09.2021 - Current
- Organizing office, answering phones
- Updating and internal systems
- Assisting both new and existing clients with personal lines policy quotes
- Working with Microsoft excel programs and providing technological and instructional guidance to advisor
- Maintaining current knowledge and training on internal system software through integration of new program software
- Appointment setting and overseeing office operations without interruption while Lead is out of office
- Processing premium payments and updating, and writing new policies.
- Improved production company operations and profitability by applying new technologies and fostering evolution of production standards
- Provided detailed information about company insurance products
- Adhered to all regulations for insurance sales
- Set up policies and completed all documentation
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Responded to customer calls swiftly to resolve issues and answer questions
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
Homemaker
08.2014 - 09.2021
- Ability to multitask in any number of positions
- High level of organizational, budgeting, time-management and interpersonal communication skills
- Problem solving and management skills utilized daily
- Volunteered for various animal organizations both in United States and Italy.
Institutional Relationship Manager
TD Ameritrade Institutional
San Diego, CA
02.2013 - 08.2014
- Worked with high net worth advisors to provide assistance in managing and maintaining client accounts
- Processes included: cash disbursements; transfer status; provide procedures for account opening or request processing; acted as liaison for back office support
- Flexibility and computer skills developed helped to foster, and maintain, stellar service dealings with both advisor and clients in busy, fast paced, office environment.
- Handled 75+ calls per day to address customer inquiries and concerns
Institutional Relationship Manager
TD Ameritrade Institutional
12.2005 - 04.2011
- Worked with advisors to provide assistance for their client accounts
- Processes included: cash disbursements; transfer status; provide procedures for account opening or request processing; acted as liaison for back office support.
- Handled 50 calls per day to address customer inquiries and concerns
Agency Personal Assistant
Stivers Staffing
02.2004 - 12.2005
- Worked in Carlsbad Branch of TD Waterhouse Retail under direction of two in-house financial advisors
- Processed paperwork, maintained daily records of trade transactions to insure compliance with SEC and FDIC regulations
- Created programs alerting advisors of important dates (ie birthdays, holidays), to foster and maintain personal relationships between advisors and clients
- Updated and managed daily logs of trade tickets for high net worth clients while maintaining confidentiality.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
- Used Microsoft Word and other software tools to create documents and other communications
- Maintained energy and enthusiasm in fast-paced environment
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
Education
Bachelors of Arts - Business Communication
Humboldt State University
Arcata, CA 08.1997 - 05.2002
Skills
Administrative support
Licenses
Effective Date: 09/02/2021 Resident Insurance Producer, CA License Number 4151036
Qualifications:
Accident and Health Agent
Casualty Broker-Agent
Life Only Agent
Property Broker-Agent
Timeline
Agency Office Administrator/Insurance Producer
Farmers Insurance Agency
09.2021 - Current
Homemaker
08.2014 - 09.2021
Institutional Relationship Manager
TD Ameritrade Institutional
02.2013 - 08.2014
Institutional Relationship Manager
TD Ameritrade Institutional
12.2005 - 04.2011
Agency Personal Assistant
Stivers Staffing
02.2004 - 12.2005
Bachelors of Arts - Business Communication
Humboldt State University
08.1997 - 05.2002
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