Cassie Martinez
Midland,TX
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished statements and business correspondence. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Agent
Cory Hernandez State Farm
11.2022 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Special Accounts Representative
Golden Plains Credit Union
09.2018 - 10.2022
- Enhanced customer satisfaction by addressing and resolving complex account issues effectively.
- Streamlined special account procedures for increased efficiency and reduced processing time.
- Boosted customer retention with proactive account monitoring and timely resolution of discrepancies.
- Collaborated with internal teams to develop customized solutions for unique client needs.
- Handled delinquent accounts and worked with members to bring them current.
- Handled bankruptcy accounts and collaborated with attorneys per bankruptcy regulations & laws.
- Was in a supervisor position and trained new employees as they were hired.
- Handled title & registration issues for new car loans.
- Filed all GAP claims for all branch locations for members who had total loss claims.
Insurance Agent
KFSA
07.2016 - 08.2018
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
Assistant Manager
Heavenly Games/Betty's Kitchen
11.2010 - 05.2016
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Streamlined store operations for increased efficiency, implementing new processes and procedures.
- Developed strong working relationships with staff, fostering a positive work environment.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Mentored team members to enhance professional development and accountability in workplace.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Created employee schedules to align coverage with forecasted demands.
- Reviewed sales and gross profit report to assess company efficiency.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Created spreadsheets/formulas in Excel to monitor our overall sales and income coming in and going out.
Education
High School Diploma -
Pampa High School
Pampa, TX05.2011
Skills
- Client Relations
- Account Management
- Client Retention
- Policy Renewals
- CRM Software
- Customer follow-up
- Leads Prospecting
- Lead Development
- Customer Service
- Life Insurance
- Licensed Insurance Agent
- Property insurance
- Health insurance
- Policy Knowledge
- Auto insurance
- Risk Mitigation
Certification
Licensed in Property & Casualty Insurance in Texas & Oklahoma
Licensed in Life & Health Insurance in Texas & Oklahoma
Timeline
Insurance Agent
Cory Hernandez State Farm
11.2022 - Current
Special Accounts Representative
Golden Plains Credit Union
09.2018 - 10.2022
Insurance Agent
KFSA
07.2016 - 08.2018
Assistant Manager
Heavenly Games/Betty's Kitchen
11.2010 - 05.2016
High School Diploma -
Pampa High School
Licensed in Property & Casualty Insurance in Texas & Oklahoma
Licensed in Life & Health Insurance in Texas & Oklahoma
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