Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Farmers Insurance Agency
05.2022 - 09.2023
Calculated quotes and educated potential clients on insurance options.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Provided coverage option information to assist clients in protecting assets.
Analyzed customer needs to provide customized insurance solutions.
Maintained high standards of customer service by building relationships with clients.
Calculated premiums and established payment methods for sales.
Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
New Business Assistant
Evans, Ewan, & Brady Insurance Agency, Inc
10.2021 - 05.2022
Engaged with customers to build business relationships.
Developed knowledge of company products and services to make suggestions according to customer needs.
Reviewed invoices, payment requests, advance requests, expense reimbursements, and proper coding, prior to approval.
Responded to customer calls swiftly to resolve issues and answer questions.
Cross-sold insurance products to existing clients to reach sales targets.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Operations Assistant
Cascade Receivables Management, LLC
07.2020 - 10.2021
Managed day-to-day department operations with effective workflow coordination.
Assisted operations manager with planning of routine operations and special projects.
Provided administrative support with accurate document preparation and data entry.
Collaborated with other departments to foster smooth operation of daily processes.
Assisted with handling correspondence received from agencies, such as: disputes of owed debt, insurance cards, explanation of benefits, identity theft/ fraud, charity paperwork, incarceration paperwork, and bankruptcy paperwork.
Review and signed legal affidavits stating that the consumer account information is correct and up to date.
Kept consumer information such as; address, social security number, insurance information, and payment information secure.
E-4/ Corporal
United States Marine Corps
08.2016 - 07.2020
Inspected and assessed weapons and vehicles on regular basis to detect maintenance needs.
Managed loading, unloading and safety of all personnel, cargo and equipment.
Dropped and hooked trailers and changed configuration of equipment.
Completed daily inspections, basic maintenance and common repair actions to keep equipment operating at full capacity.
Inspected vehicle before and after trips and logged and reported mechanical problems to avoid unsafe hazards.
Management of marines, personnel, and gear during day to day operations. Supervised over 450 parts on average coming into Layettes monthly. Totaling up to $400,000. Distributed 100,000 gallons totaling up to $250,000 to seven different military units. Maintain accountability of over 50,000 ammunition rounds. Transported 400,000 pounds of rolling stock and break bulk.
Created and updated physical records and digital files to maintain current and accurate inventory reports daily. Completed physical inventory counts bi-weekly, and reflected them virtually in GCSS_MC.
Education
No Degree - Insurance
Texas Property And Casualty Insurance License
Austin, TX
10.2021
No Degree - Motor Transportation Operator
Motor Vehicle Operators Course
Fort Leonard Wood, MO
03.2017
High School Diploma -
Hutto High School
Hutto, TX
05.2016
Skills
Customer Service
New Agent Training
Client Relationship Management
Data Confidentiality
MS Office
Recordkeeping and File Management
Operations Management
Data Collection
Business Administration
Data Input
Records Management
Verbal/written communication skills via telephone and email
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY