Detail-oriented insurance professional excelling in policy processing and customer education. Proven ability to guide clients through coverage options, ensuring informed decisions and high satisfaction.
Overview
13
13
years of professional experience
Work History
Licensed Insurance Producer
Ashley Duran State Farm
Albuquerque, New Mexico
02.2024 - Current
Assisted clients in understanding insurance coverage options and benefits.
Processed policy applications and renewals efficiently and accurately.
Collaborated with team members to enhance customer service experiences.
Maintained up-to-date knowledge of State Farm insurance products and services.
Utilized CRM software to track client interactions and policy details effectively.
Prepared quotes for clients based on their individual requirements.
Educated customers about different types of available insurance policies and their benefits.
Educational Assistant
Bernalillo Public Schools
Bernalillo, New Mexico
05.2019 - 02.2024
Supported teachers in classroom activities and lesson preparation.
Facilitated communication between teachers, parents, and support staff.
Maintained a safe and organized classroom environment for students.
Implemented differentiated instruction strategies to meet the diverse needs of learners in the classroom.
Administrative Assistant
Bernalillo Public Schools
Bernalillo, New Mexico
08.2014 - 05.2019
Organized and maintained student records in compliance with district policies.
Handled incoming calls and directed inquiries to appropriate staff members.
Assisted in preparing materials for school events and administrative meetings.
Entered data into spreadsheets using Microsoft Excel or other similar programs.
Handled confidential documents in an organized fashion according to established protocol.
Provided administrative support to the executive team, including scheduling meetings and managing calendars.
Maintained accurate filing systems for all accounting records, including invoices, receipts and payments.
Pediatric Medical Assistant /Patient Care Coordinator
ABQ Health Partners
Rio Rancho, New Mexico
05.2012 - 08.2014
Assisted physicians during pediatric examinations and procedures.
Maintained accurate and organized patient records electronically.
Conducted routine office administrative tasks such as filing paperwork or completing forms on behalf of patients.
Obtained authorization from insurance companies for requested services or medications.
Scheduled appointments and managed patient follow-up.
Oversaw patient registration, insurance verification, form completion and appointment scheduling to maintain operational efficiency.
Education
High School Diploma -
Bernalillo High School
Bernalillo, NM
05-2006
Some College (No Degree) - Early Childhood Education
Central New Mexico Community College
Albuquerque, NM
Certificate - Certified Nurse Assistant
Central New Mexico Community College
Albuquerque, NM
05-2010
License - Property And Casualty Insurance Producer
Exam FX
03-2024
Skills
Insurance sales
Policy processing
Customer education
Claims management
Risk assessment
Customer relationship management
Data entry
Timeline
Licensed Insurance Producer
Ashley Duran State Farm
02.2024 - Current
Educational Assistant
Bernalillo Public Schools
05.2019 - 02.2024
Administrative Assistant
Bernalillo Public Schools
08.2014 - 05.2019
Pediatric Medical Assistant /Patient Care Coordinator
ABQ Health Partners
05.2012 - 08.2014
High School Diploma -
Bernalillo High School
Some College (No Degree) - Early Childhood Education
Central New Mexico Community College
Certificate - Certified Nurse Assistant
Central New Mexico Community College
License - Property And Casualty Insurance Producer
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm