Dedicated professional with over 25 years of experience in clerical support, office management and client relations. Known for strong multitasking capabilities and a commitment to confidentiality. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Committed to customer service, relationship building and fostering a welcoming atmosphere for my teammates and clients.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Office Manager and Representative
Rode State Farm Insurance Agency
01.2001 - Current
Maintain computer knowledge with regular changes.
Answer phones
Correspond with clients, potential clients, underwriters and others through email.
Greet customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Practice company and client privacy and security daily.
Handle sensitive information with discretion, maintaining confidentiality of company and personnel documents.
Prepare professional letters and maintain efficient mail processing and distribution operations.
Coordinate daily appointments and maintain organized scheduling for the agent and staff.
Maintain on going compliance with Michigan Continuing Education requirements for insurance licensing.
Manage daily bank deposits and complete monthly account balancing and reconciliation.
Conduct inventory assessments of office supplies and order necessary items.
Sales and account management.
Identifying and contacting new prospects for sales.
Develop tailored insurance solutions based on individual client needs and risk assessments.
Educate clients on policy details, benefits, billing and claims processes to enhance understanding and satisfaction.
Assist in the recruitment process, conducting interviews and onboarding new employees.
Train new employees and developed training materials for their future reference.
Service Assistant
State Farm Insurance
02.1999 - 01.2001
Answered multi-line phone system, greeted visitors, and directed them according to their needs.
Provided clerical support to company employees by copying, faxing, filing documents and computer entries.
Processed vehicle salvage titles and maintained organized records and documentation for the State of Michigan.
Education
High School Diploma -
Greenville High School
Greenville, MI
Skills
Office Management
Confidentiality and information security
Records and information protection
Phone and email correspondence
Data Entry
Scheduling and Calendar Management
Office Administration
Excellent Multi-Tasking Ability
Account Reconciliation
Clerical Support
Customer Service and Relationship Building
Loyal, Dependable and trustworthy
Certification
Licensed Property & Casualty and Life & Health Insurance Agent