Summary
Overview
Work History
Education
Skills
Licenses
Timeline
Generic
CATHERINE ANN HONEYCUTT

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

Scheduling

Office administration

Time management

Inbound phone call handling

Meeting coordination

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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CATHERINE ANN HONEYCUTTExecutive Assistant/ Insurance Agency Producer