Bakari Fason
Richmond,TX
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Independant
08.2013 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Enhanced client satisfaction by providing personalized insurance recommendations based on individual needs and financial goals.
- Contributed to community outreach initiatives aimed at promoting financial literacy and raising awareness about the value of life insurance protection.
- Conducted comprehensive risk assessments to determine appropriate coverage levels and premium pricing for clients.
Manager of Operations
Eagle Wing Barber Society
10.2010 - Current
- Established positive and effective communication among, clients, unit staff and organization partners, reducing miscommunications, and missed deadlines.
- Oversaw facility maintenance activities to ensure optimal performance of equipment and infrastructure elements.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Successfully managed budgets, consistently meeting financial targets while maintaining high-quality standards.
- Developed strong relationships with suppliers, resulting in reduced costs and better quality products.
Accounting Coordinator
CB Richard Ellis
04.2007 - 08.2009
- Management of various accounts in the Accounts Payable and Accounts Receivable Role: Accounts Payable-Assist with approval of invoice coding based upon chart of accounts, invoice reconciliation, invoice entry and posting process for client daily or weekly check runs
- Accounts Receivables-Process tenant payments, post tenant monthly recurring charges, billing adjustments based upon the lease terms and agreements, Provide Accountants and Real Estate managers with client financial month end and quarter close analysis reports, maintenance assistance of general ledger and sub ledger, and research and resolution of tenant collections.
Lead Material Handler
Technicolor
02.2004 - 09.2006
- Responsible for ensuring departmental production and quality results according to the distribution center goals
- Duties include the direct supervision of operational functions of 15 or more associates, associate motivational training, and guidance, and ensure staffing and capacity matches required workflow as well as assisting in the management of the product cost per unit vs
- Manpower hours.
Accounts Payable
Gateway / Trammel Crow
08.2002 - 11.2002
- Responsible for the entry of all incoming contractor and client invoices to comply with client payment schedule.
Accounts Payable
Office Team / Service Master /Mueller Industries
03.2000 - 10.2001
- Responsible for entry of all incoming accounts payable vouchers, file maintenance, and distribution of all interoffice mail
- Administrative Support-Responsible for assisting corporate administration with general office duties in various departments (legal, tax, engineering, customer service, finance, human resources, and accounting)
- Responsibilities include development of spreadsheets, office memos, processing invoices, file maintenance and retention, proposals, reports, schedule maintenance, processing of purchase orders, office supply orders and distribution, shipping and receiving.
Contract Administrative Technician
Fluor Daniel / TRS
09.1997 - 08.1999
- Responsible for expediting the contract file retention and closures process on the Witco project as well as the multi-projects department to meet the ISO requirements, Creation and distribution of all contract and engineering related documents such as meeting notes, contracts, contract modifications, piping instrumentation, and electrical documentation for pre-bid and bid proposals; Document control - reproduction of blueprints, sepias, and vellum, and document scanning
Education
Associates in Business - Business Management
Houston Community College
HoustonSkills
- XP
- Client Relationship Management
- Insurance product expertise
- Risk Assessment Knowledge
- Insurance sales expertise
Certification
- Licensed Health and Life Insurance Producer-Current
Timeline
Licensed Insurance Agent
Independant
08.2013 - Current
Manager of Operations
Eagle Wing Barber Society
10.2010 - Current
Accounting Coordinator
CB Richard Ellis
04.2007 - 08.2009
Lead Material Handler
Technicolor
02.2004 - 09.2006
Accounts Payable
Gateway / Trammel Crow
08.2002 - 11.2002
Accounts Payable
Office Team / Service Master /Mueller Industries
03.2000 - 10.2001
Contract Administrative Technician
Fluor Daniel / TRS
09.1997 - 08.1999
Associates in Business - Business Management
Houston Community College
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