Andrea Williams
Spring,TX
Summary
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
PLS Financial Services
Hosuton, TX
03.2017 - 06.2021
- Developed and implemented sales strategies to increase market share of insurance products.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Maintained accurate records of client information including contact details and policy changes.
- Prepared detailed reports analyzing the effectiveness of marketing campaigns.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
Teller
Wells Fargo
Houston, TX
01.2014 - 11.2016
- Verified customers' identification to ensure compliance with laws and regulations.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Performed daily reconciliation of teller drawer within established limits.
- Cross-sold additional bank products when applicable to meet customer needs.
- Maintained confidentiality of all customer records and information according to company policies.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Processed wire transfers for customers both domestically and internationally.
- Explained account information to customers in detail as needed.
Personal Banker
First Convenience Bank
Houston, TX
08.2011 - 12.2013
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Researched customer inquiries and reported findings in a timely manner.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Analyzed financial documents provided by customers to determine their needs.
- Maintained accurate records of all transactions conducted throughout the day.
- Participated in training sessions regarding new banking products or services.
- Promoted additional bank services through personal contact with customers.
Teller/Auditor
IBC Bank
Humble, TX
08.2009 - 06.2011
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Answered customer inquiries regarding bank products and services.
- Explained account information to customers in detail as needed.
- Processed wire transfers for customers both domestically and internationally.
- Cross-sold additional bank products when applicable to meet customer needs.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Maintained confidentiality of all customer records and information according to company policies.
- Performed daily reconciliation of teller drawer within established limits.
- Explained the features of various banking products available to customers.
- Built and maintained client relationships through quality, personalized interactions.
Cashier
Walmart
Houston, TX
04.2008 - 07.2009
- Greeted customers and answered any questions they had about the store's products and services.
- Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
- Issued receipts, refunds, credits or change due to customers.
- Stocked shelves with merchandise when needed.
- Balanced daily transactions on a computerized point-of-sale system.
Education
High School Diploma -
W.T Hall Academy
Houston, TX06-2009
Skills
- Insurance sales strategy
- Team training and development
- Policy management expertise
- Sales strategy development
- Insurance product expertise
- Marketing initiatives
- Customer follow-up
- Negotiation abilities
- Quotes and sales
- Insurance product promotion
- Referral pipeline maintenance
- Upselling
- Policy writing
- Client needs analysis
Affiliations
Baking with daughters
Dance
Arts and crafts
sewing and revamping old tennis shoes
Accomplishments
- Started a Junk removal company
Certification
- Licensed with county mutual
Timeline
Licensed Insurance Agent
PLS Financial Services
03.2017 - 06.2021
Teller
Wells Fargo
01.2014 - 11.2016
Personal Banker
First Convenience Bank
08.2011 - 12.2013
Teller/Auditor
IBC Bank
08.2009 - 06.2011
Cashier
Walmart
04.2008 - 07.2009
High School Diploma -
W.T Hall Academy