Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bobbie Daniell

Splendora,Tx

Overview

12
12
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Primerica
06.2024 - Current
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.

Weight Master

Martin Marietta
05.2019 - Current
  • Maintained comprehensive knowledge of industry trends and advancements in weighing technologies, bringing innovation into daily operations where applicable.
  • Ensured proper documentation for all transactions, resulting in improved record-keeping and compliance.
  • Optimized workflow processes within the weigh station environment by evaluating current practices and making necessary adjustments as needed based on industry best practices.
  • Conducted thorough inspections of weigh-in stations, identifying potential issues before they impacted operations or safety.
  • Supported regulatory compliance efforts by adhering to established guidelines for weight measurement and reporting.
  • Provided weight documentation for transportation and logistics purposes, ensuring all parties involved had accurate information necessary to make informed decisions about shipments.
  • Promoted a safe workplace culture by vigilantly monitoring site conditions at weigh stations while enforcing strict adherence to safety protocols.
  • Assisted in training new staff on company policies, procedures, and equipment usage to ensure a seamless transition into their roles as Weight Masters.
  • Enhanced customer satisfaction by providing timely and professional service for truck drivers and clients.
  • Operated scale to weigh materials and vehicles according to policy.

Administrative Assistant

Kingwood DermSpa
02.2015 - 04.2019
  • Collected room deposits, fees, and payments.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Handled sensitive patient information with discretion, adhering to strict HIPAA guidelines and safeguarding privacy at all times.
  • Provided exceptional customer service to patients, addressing concerns promptly and professionally to ensure satisfaction.
  • Assured timely verification of insurance benefits prior to patient procedures or appointments.
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Scheduled, coordinated and confirmed appointments and meetings.
  • Assisted with document scanning and imaging projects to support accurate file back-up.
  • Identified and corrected inconsistencies in filing systems for increased accuracy.
  • Enhanced customer satisfaction by promptly addressing and resolving billing inquiries or disputes.

Shift Leader

Taco Bell
02.2014 - 02.2016
  • Trained new employees and delegated daily tasks and responsibilities.
  • Managed shift operations, supplied resources and monitored team performance to keep business profitable and running smoothly.
  • Managed inventory and ordered supplies to keep location well stocked with necessary supplies.
  • Prepared shift summary reports for supervisor and communicated regularly on goals and progress.
  • Streamlined inventory management processes, leading to reduced waste and optimized stock levels.
  • Maintained a clean and safe work environment while ensuring all employees adhered to safety guidelines and protocols.
  • Completed cash and credit card transactions accurately using POS software.

Assistant Manager

Subway
03.2013 - 02.2014
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Supervised all areas of restaurant to keep it clean and well-maintained.
  • Managed staff schedules, ensuring adequate coverage during peak times and reduced labor costs.

Education

High School -

Splendora Isd

College -

Loan star

Life Insurance

Skills

  • Health and safety awareness
  • Strong attention to detail
  • Shipping and receiving procedures
  • Time management capabilities
  • Documentation and record keeping
  • Customer service
  • Cash handling
  • Telephone etiquette
  • HIPAA compliance
  • Patient confidentiality
  • Insurance policy sales
  • Client account management

Certification

  • Licensed Insurance Agent - Texas Department of Insurance.

Timeline

Life Insurance Agent

Primerica
06.2024 - Current

Weight Master

Martin Marietta
05.2019 - Current

Administrative Assistant

Kingwood DermSpa
02.2015 - 04.2019

Shift Leader

Taco Bell
02.2014 - 02.2016

Assistant Manager

Subway
03.2013 - 02.2014

College -

Loan star

High School -

Splendora Isd

Life Insurance

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Bobbie Daniell