Annie Smith
Lewisville,AR
Summary
Knowledgeable Insurance Representative promoting more than 8 years' expertise successfully working for organizations in the Senior market. Courteous and cordial with a desire to take on challenges at a new company.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Secretary
HR Block
Dallas, TX
12.2015 - 04.2016
- Provided administrative support to the office manager and other staff members.
- Greeted visitors in a professional manner and directed them to appropriate personnel or offices.
- Organized and maintained executive calendars, including scheduling meetings, travel arrangements and conference calls.
- Answered telephone calls to give information to callers, take messages or transfer calls to appropriate individuals.
- Greeted visitors and directed to appropriate location or person.
- Answered incoming phone calls, responded to inquiries and transferred calls as needed.
Insurance Agent
Uigcorp
Irving, TX
07.2009 - 09.2015
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Researched insurance plans to find good options for clients' needs.
Insurance Agent
AIG American General
Dallas, TX
07.2012 - 08.2013
- Scheduled meetings with prospective clients to discuss available products and services.
- Developed fact-finding interviews to determine need for coverage.
- Sought out new clients and developed clientele by networking to find new customers.
- Met with division leaders and consultants to discuss strategies to increase sales.
Line Worker
Dsccommunications
Plano, TX
08.1992 - 09.1993
- Assisted in the assembly of products on the production line.
- Inspected finished products for accuracy and completeness prior to packaging.
- Maintained accurate records of all parts and materials used during production.
- Worked closely with other members of the team to meet deadlines and goals set by management.
Engineering Intern
Boeing Distribution
Irving, TX
07.1989 - 08.1990
- Soldered components to printed circuit boards using a soldering iron and other hand tools.
- Inspected, tested and repaired defective soldered components on PCBs.
- Repaired broken leads on components using wire cutters, pliers and other hand tools.
- Performed through-hole and surface mount soldering techniques according to IPC standards.
- Utilized microscopes for precise workmanship on small components.
Education
Associate of Arts - Speech Teacher Education
Richland College
Dallas, TXSkills
- Customer Service
- Expense Tracking
- Office Administration
- Database Management
Certification
I have a Texas Life and Health License (Active).
Timeline
Secretary
HR Block
12.2015 - 04.2016
Insurance Agent
AIG American General
07.2012 - 08.2013
Insurance Agent
Uigcorp
07.2009 - 09.2015
Line Worker
Dsccommunications
08.1992 - 09.1993
Engineering Intern
Boeing Distribution
07.1989 - 08.1990
Associate of Arts - Speech Teacher Education
Richland College