Bethany Warner
Cypress,TX
Summary
Knowledgeable Insurance Agent with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence.
Overview
7
7
years of professional experience
Work History
Insurance Agent
Charlie Pierce State Farm
08.2023 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Generated leads through cold-calling, networking and other outreach methods.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Secured my Life and Health License November 2023.
Office Administrative Assistant
Allstate Insurance
05.2023 - 07.2023
- Provided clerical support to company employees by copying, faxing and filing documents.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Responded to inquiries from callers seeking information.
- Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Transferred and directed phone calls, guests and mail to correct staff members.
- Successfully completed the Texas Department of Insurance licensing exam on April 7, 2023
Clerical Administrator
The Goddard School
12.2021 - 05.2022
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing the efficient operation of the office
- Created a comfortable and inviting environment for families
- Assisted teachers to maintain a fun and safe classroom
Preschool Educator
Community Of Faith
02.2021 - 06.2021
- Gave one-on-one attention to children while maintaining overall focus on the entire group.
- Upheld clean and safe classroom environment
- Used creativity for lesson plans and activities that were both engaging and educational
- Maintained well-controlled classrooms by clearly outlining standards and reinforcing positive behaviors.
Customer Service Representative and Cashier
Newk's Eatery
01.2018 - 01.2021
- Maintained an organized area while helping customers complete purchases and upsold products.
- Mentored new team members on POS system operation, customer service strategies and sales goals.
- Worked flexible schedule and extra shifts to meet business needs.
- Answered questions about store policies and addressed customer concerns.
- Helped customers complete purchases, locate items and join reward programs.
Education
High School Diploma -
Waller High School
06.2020
Skills
- Effective communicator
- Goal Driven
- Highly detail-oriented and organized
- Ability to inspire others
- Takes direction well with the ability to improvise
- Quotes and sales
- Client retention
Timeline
Insurance Agent
Charlie Pierce State Farm
08.2023 - Current
Office Administrative Assistant
Allstate Insurance
05.2023 - 07.2023
Clerical Administrator
The Goddard School
12.2021 - 05.2022
Preschool Educator
Community Of Faith
02.2021 - 06.2021
Customer Service Representative and Cashier
Newk's Eatery
01.2018 - 01.2021
High School Diploma -
Waller High School
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