Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
12
12
years of professional experience
Work History
Insurance Agent
Independent Agent Representing Aflac
Tupelo, MS
01.2023 - Current
Establish collaborative relationship with prospective clients from various sources such as networking, cold calling and referrals.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Responded to customer calls swiftly to resolve issues and answer questions.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Investigated and processed claims swiftly to keep customers satisfied.
Calculated quotes and educated potential clients on insurance options.
Utilized CRM software to manage client relationships
Contracting Specialist
Bobby Brock insurance
Tupelo, MS
01.2022 - 12.2022
Responsible for drafting contracts
Review contractual agreements between company and insurance agent
Detail oriented to make sure contracts are submitted with accuracy for timely turn around
Developed and updated tracking spreadsheets for process monitoring and reporting.
Evaluated accuracy and quality of data entered into agency management system.
Called potential clients to set up appointments according to mutual availability.
Administrative Manager
Go Pro Tech Solutions
Remote
12.2016 - 12.2021
Ensure daily operations are performed in seamless and efficient manner
Run analytical reports for daily reporting
Onboarded new employees with training and new hire documentation.
Established performance goals for employees and provided feedback on methods for reaching those milestones.
Leveraged data and analytics to make informed decisions and drive business improvements.
Set aggressive targets for employees to drive company success and strengthen motivation.
Maximized performance by monitoring daily activities and mentoring team members.
Worked with management teams to maximize productivity in all areas
Collecting, organizing and storing information using excel
Oversaw projects and tracked progress towards company goals.
Assisted in organizing and overseeing assignments to drive operational excellence.
Administrator
AT&T
Tupelo, MS
06.2011 - 12.2016
Collected, validated, and distributed information to employees.
Managed company schedule to coordinate calendar and arrange travel.
Leveraged bookkeeping software and automated processes to reduce errors.
Developed and updated tracking spreadsheets for process monitoring and reporting.
Evaluated staff performance and provided coaching to address inefficiencies.
Maintained personnel records and updated internal databases to support document management.
Maintained database systems to track and analyze operational data.
Coordinated with human resources department to handle payroll and personnel databases.
Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
Education
Associate of Applied Science - Business Administration And Management
Itawamba Community College
Fulton
05.2020
Skills
Client Needs Analysis
Revenue Generation
Quote Information
Quotes and Sales
Business Administration
Resourceful and Analytical
Personable and Approachable
MS Office
Verbal and Written Communication
Attention to Detail
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The price of anything is the amount of life you exchange for it.
Henry David Thoreau
Timeline
Insurance Agent
Independent Agent Representing Aflac
01.2023 - Current
Contracting Specialist
Bobby Brock insurance
01.2022 - 12.2022
Administrative Manager
Go Pro Tech Solutions
12.2016 - 12.2021
Administrator
AT&T
06.2011 - 12.2016
Associate of Applied Science - Business Administration And Management