Adelina Andrade
Los Angeles,CA
Summary
Customer-focused professional with successful 28+ year career in the Life Insurance sector. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Senior Life Insurance Account Manager/Office Manager
ACRISURE/MJW & CO. INC INSURANCE AGENTS
01.2021 - Current
- Answered customers' questions regarding products, prices, and availability.
- Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
- Managed friendly and professional customer interactions.
- Handled confidential and sensitive information with discretion and tact.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Set up new accounts, established customer credit and set up payment methods.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Reported to senior management on organizational performance and progress toward goals.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Office Manager/Accounting Manager
ACRISURE/MJW & CO., INC. INSURANCE AGENTS
07.2016 - 12.2020
- Managed commissions, monthly bank reconciliations, balance sheet statements and payroll processing.
- Updated reports, managed accounts, and generated reports for company database.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Created reports, presentations and other materials for executive staff.
- Improved office operations by automating client correspondence, record tracking and data communications.
Accounting Manager/Client Service Representative
MARTIN J. WOLFF & COMPANY INC. INSURANCE AGENTS
01.2005 - 06.2016
- Maintained and managed customer files and databases.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Communicated with clients regarding account services, statements, and balances.
- Collaborated with other departments to develop ways to increase customer satisfaction.
- Developed and implemented customer service policies and procedures to apply best practices and establish quality standards.
- Prepared and submitted reports to keep management informed of sales activities and progress.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered prompt service to prioritize customer needs.
- Promptly responded to inquiries and requests from prospective customers.
- Trained new personnel regarding company operations, policies and services.
Client Service Rep
MARTIN J. WOLFF & COMPANY INC. INSURANCE AGENTS
01.1997 - 12.2004
- Maintained and managed customer files and databases.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Collaborated with other departments to develop ways to increase customer satisfaction.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered prompt service to prioritize customer needs.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Receptionist
MARTIN J. WOLFF & COMPANY INC. INSURANCE AGENTS
02.1995 - 12.1996
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give visitors positive first impression.
- Answered phone promptly and directed incoming calls to correct offices.
- Responded to inquiries from callers seeking information.
- Corresponded with clients through email, telephone, or postal mail.
- Managed multiple tasks and met time-sensitive deadlines.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Assisted with onboarding new clients and securing paperwork completion.
- Organized, maintained and updated information in computer databases.
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
- Sorted, received, and distributed mail correspondence between departments and personnel.
Education
Vocational -
Santa Monica College
Santa Monica, CAHigh School Diploma -
El Camino Real High School
Woodland Hills, CA Skills
- Microsoft Office
- Organizational Skills
- Email Correspondence
- Financial Management
- Preparing Proposals
- Data Communications
- Customer Service Management
- Report Preparation
- Database Administration
- Accounts Payable and Receivable
- Financial Accounting
- Calculate Commissions
Certification
- Insurance Life/Accident & Health License #0H42117- 2011-2025
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Life Insurance Account Manager/Office Manager
ACRISURE/MJW & CO. INC INSURANCE AGENTS
01.2021 - Current
Office Manager/Accounting Manager
ACRISURE/MJW & CO., INC. INSURANCE AGENTS
07.2016 - 12.2020
Accounting Manager/Client Service Representative
MARTIN J. WOLFF & COMPANY INC. INSURANCE AGENTS
01.2005 - 06.2016
Client Service Rep
MARTIN J. WOLFF & COMPANY INC. INSURANCE AGENTS
01.1997 - 12.2004
Receptionist
MARTIN J. WOLFF & COMPANY INC. INSURANCE AGENTS
02.1995 - 12.1996
Vocational -
Santa Monica College
High School Diploma -
El Camino Real High School