CHELSEA L PAXTON
San Diego,CA
Summary
Highly experienced Office Manager/Agent with over20 years of experience in the insurance industry. Possesses a Property and Casualty insurance license, ECRM, Life and Health Insurance License, and NECHO. Proven track record of providing excellent customer service, writing new applications, underwriting, and claims processing. Skilled in managing day-to-day office operations and fostering a positive work environment.
Overview
29
29
years of professional experience
1
1
Certification
Work History
OFFICE MANAGER/AGENT
Bill Paxton State Farm Insurance
04.2021 - 03.2024
- Answering phones, assisting clients with all aspects of insurance, writing new applications, underwriting, service, claims processing, banking, deposits
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence
- Developed new business and managed new and existing clients.
OFFICE REPRESENTATIVE
Allegiant Insurance Services
03.2020 - 03.2021
- Servicing existing and new clients with all their insurance needs
OFFICE MANAGER/AGENT
Bill Paxton State Farm Insurance
01.1998 - 01.2019
- Answering phones, assisting clients with all aspects of insurance, writing new applications, underwriting, service, claims processing, banking, deposits
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Collected premiums on or before effective date of coverage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
Banquet Coordinator
Harbor House Restaurant
01.1995 - 01.1998
- Increased repeat business through exceptional customer service skills and attention to detail in meeting client needs.
- Enhanced overall guest experience by addressing concerns promptly, professionally resolving issues as they arose during events.
- Handled client inquiries promptly and professionally, fostering excellent rapport and driving repeat business.
- Maintained accurate records of event details, client communications, and financial transactions to ensure seamless organization and execution.
Education
No Degree - Insurance License
Mike Russ School
San Diego, CA01-2000
High School Diploma -
Point Loma High School
San Diego, CA06-1995
Skills
- Customer service
- Office management
- Office administration
- Organizational skills
- Customer relations
- Data entry
- Clear oral/written communication
Certification
- Property and casualty insurance license#0C93071
- Life and health insurance license#0C93071
Timeline
OFFICE MANAGER/AGENT
Bill Paxton State Farm Insurance
04.2021 - 03.2024
OFFICE REPRESENTATIVE
Allegiant Insurance Services
03.2020 - 03.2021
OFFICE MANAGER/AGENT
Bill Paxton State Farm Insurance
01.1998 - 01.2019
Banquet Coordinator
Harbor House Restaurant
01.1995 - 01.1998
No Degree - Insurance License
Mike Russ School
High School Diploma -
Point Loma High School
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