Christine Warren
Magnolia,TX
Summary
Detail-oriented insurance agent delivering exceptional client support. Recognized for strong relationship-building and communication skills. Committed to helping clients navigate their policy lifecycle while ensuring clarity and satisfaction. Detail-oriented financial services coordinator with a strong background in regulatory compliance and support. Known for managing client communications effectively while preparing comprehensive financial reports. Committed to enhancing operational efficiency and client satisfaction.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Insurance Agent
Core Integrated Wealth
Tomball, Texas
12.2024 - 11.2025
- Educated clients on coverage options and benefits of various plans.
- Developed strong relationships with clients to promote trust and satisfaction.
- Provided ongoing support to clients throughout the policy lifecycle.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Developed appropriate quotes based on risk information.
- Explained coverage options to potential policyholders, answering questions or concerns.
Financial Services Coordinator
Core Integrated Wealth
Tomball, Texas
01.2022 - 11.2025
- Assisted in preparing financial reports and presentations for clients.
- Managed communications between clients and financial advisors effectively.
- Performed required calculations and compiled and sorted documents.
- Responded promptly to customer inquiries regarding their accounts or investments.
- Collaborated with internal departments to ensure compliance with regulatory requirements.
- Maintained accurate client data within wealth management software systems.
- Established strong and positive working relationships within organization to contribute to team success.
Office Manager
Onsite Protection
Tomball, Texas
12.2018 - 03.2021
- Coordinated staff schedules and facilitated effective communication among team members.
- Managed daily office operations and maintained a streamlined workflow.
- Assisted in budget management by tracking expenses and processing invoices.
- Maintained filing system for records, correspondence and other documents.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Reviewed files and records to obtain information and respond to requests.
- Provided training to new hires on office policies and procedures.
Manager
Santikos Theatres
Tomball, Texas
03.2012 - 07.2019
- Managed daily operations and staff scheduling at a leading entertainment venue.
- Oversaw guest services to enhance customer satisfaction and experience.
- Trained and mentored team members on operational procedures and safety standards.
- Implemented inventory management systems to streamline concessions supply chain.
- Ensured compliance with all applicable laws, regulations, industry standards.
Education
Bachelor of Arts - Criminal Justice
Sam Houston State University
Huntsville, Texas, TX05-2028
Bachelor of Arts - Sociology
Trinity Valley Community College
Athens, Texas, TX12-2001
Skills
- Client relationship management
- Customer service
- Financial reporting
- Team collaboration
- Regulatory compliance
- Project management
- Professionalism and ethics
- CRM software
- Analytical thinking
- Account management
Certification
General Lines Agent
Accomplishments
Top performer in Company- Santikos
Timeline
Insurance Agent
Core Integrated Wealth
12.2024 - 11.2025
Financial Services Coordinator
Core Integrated Wealth
01.2022 - 11.2025
Office Manager
Onsite Protection
12.2018 - 03.2021
Manager
Santikos Theatres
03.2012 - 07.2019
Bachelor of Arts - Criminal Justice
Sam Houston State University
Bachelor of Arts - Sociology
Trinity Valley Community College