ASHLEY RAMIREZ
Bastrop,TX
Summary
Licensed Life Insurance Agent Assistant with experience supporting insurance operations, client relations, and administrative processes. Skilled in policy servicing, client communication, appointment coordination, document processing, and maintaining confidential records. Strong background in customer service with the ability to resolve issues, support agents, and provide a professional client experience. Bilingual in English and Spanish with excellent organization and communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Licensed Life Insurance Agent Assistant / Client Relations Specialist
39 Black Diamonds
Bastrop, TX
09.2025 - Current
- Support daily operations within a life insurance agency by providing administrative and client service assistance.
- Assist licensed insurance agents with policy processing, client follow-ups, and documentation.
- Communicate with clients to answer questions, provide updates, and ensure a positive customer experience.
- Schedule appointments, manage calendars, and coordinate client meetings.
- Maintain accurate client records while handling confidential insurance information.
- Communicate with insurance carriers regarding policy changes, requirements, and client needs.
- Conducted thorough policy reviews to ensure compliance with regulatory standards.
Customer Service Lead
H-E-B
Bastrop, TX
10.2020 - 11.2024
- Delivered exceptional customer service by assisting customers with questions, concerns, and requests.
- Resolved customer issues professionally while maintaining a positive environment.
- Explained store policies, procedures, and services clearly.
- Supported daily operations and assisted team members.
- Led customer service team to enhance operational efficiency and improve service delivery.
- Developed strong communication, multitasking, and problem-solving skills.
Education
High School Diploma -
Bastrop High School
Bastrop, TX05-2022
Skills
- Life Insurance Policy Support
- Client Relationship Management
- Administrative Support
- Appointment Scheduling
- Data Entry & Record Keeping
- Document Processing
- Confidential Information Handling
- Customer Service
- CRM Systems
- Microsoft Office
- Bilingual: English & Spanish
Certification
Texas Life Insurance Agent License
Timeline
Licensed Life Insurance Agent Assistant / Client Relations Specialist
39 Black Diamonds
09.2025 - Current
Customer Service Lead
H-E-B
10.2020 - 11.2024
High School Diploma -
Bastrop High School