Accomplished insurance agent with expertise from State Farm, excelling in customer service and policy underwriting. Proven track record in sales and office management, leveraging strong communication skills and attention to detail. Adept at problem-solving and adapting to industry trends, ensuring client satisfaction and business growth. Fluent in English and Spanish, enhancing client interactions.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Agent
State Farm
Corsicana
03.2025 - Current
Help customers manage risks and plan for the unexpected.
Assess client needs, and provide excellent customer service.
Offer auto, home, life, health and business insurance.
Stay up to date on industry trends and regulations.
Problem-solving, analytical thinking, and adaptability are also key.
Assistant Office Manager
Rodney D. Young Insurance
Corsicana
12.2023 - 02.2025
Answer phone calls (multi line), provide auto quotes over the phone and in person.
Verify all paperwork that car's processed.
Underwrite the policies for errors on new business policies.
Make outgoing calls for payment reminders to customers.
Key holder.
Money handling.
Balance petty cash at the end of shift.
Make daily deposits.
Process any changes for customer to their policy when needed.
Make weekly schedules for office.
Maintain a clean work area.
Sr. Accounts Payable Clerk
Corsicana Mattress Company
Corsicana
07.2021 - 11.2023
Processed invoices and expense reports, ensuring accuracy and compliance with company policies.
Check for any quantity or price variances on invoices and send off for approval if any.
Pay online utility bills for the company.
Reconciled vendor statements and resolved discrepancies.
Communicates and works closely with the office manager/Accounting Manager/Controller daily to process check run and mail out checks on a daily basis to our vendors.
Process check request from AR and payroll.
Process sales tax payments sent from accounting.
Prepared and executed payments via checks, ACH, and wire transfers.
Maintained accurate and up-to-date vendor records.
Assisted with month-end closing activities and financial reporting.
Collaborated with internal departments to resolve invoice-related issues.
Managed and prioritized workload to meet deadlines.
Assisted with audits by providing documentation and explanations.
Assistant Office Manager/Insurance Agent
Rodney D Young Insurance
Corsicana
03.2015 - 06.2021
Answer phone calls (multi line), provide auto quotes over the phone and in person.
Verify all paperwork that car's processed.
Underwrite the policies for errors on new business policies.
Make outgoing calls for payment reminders to customers.
Key holder.
Money handling.
Balance petty cash at the end of shift.
Make daily deposits.
Process any changes for customer to their policy when needed.
Make weekly schedules for office.
Maintain a clean work area.
Sales Representative
Sprint DBA United Cellular
Corsicana
11.2010 - 01.2015
Process sales transactions to new customers and existing customers.
Process payments in store for bill pay.
Assist customers with any questions in regards to issues with their phones.
Education
High School Equivalent/GED -
Skills
Office Management
Microsoft Word
Writing skills
Inventory data entry
Insurance agencies
Computer operation
Customer data entry
Microsoft Excel
Microsoft Office
Accounting software
Customer Service
Data sorting
Bilingual
Computer literacy
Scheduling
Cash handling
Sales
Accounting systems
Property casualty insurance
Insurance Sales
Communication skills
Word
Bank reconciliation data entry
Attention to detail
Typing
Microsoft Outlook
Grammar Experience
Underwriting
Interviewing
Phone etiquette
Accounting and finance experience
Excel
Outbound sales
Self motivated
Strong verbal communication
Extremely organized
More than 55wpm
Great customer service experience
Detail oriented
Policy underwriting
Invoice processing
Problem solving
Effective communication
Certification
General Lines Agent Property and Casualty
General Lines Agent Life, Accident, Health and HMO