Crystal Casiano
Garland,TX
Summary
Experienced individual providing high-quality administrative support. Licensed P&C Insurance agent managing a multimillion dollar book of business. Organized and detail-oriented with great multitasking and task prioritization skills.
Overview
16
16
years of professional experience
Work History
Insurance Account Executive Assistant
Endurance
08.2018 - Current
- Increased client satisfaction by providing exceptional customer service and addressing concerns promptly.
- Developed strong relationships with clients, resulting in a high level of trust and repeat business.
- Negotiated favorable insurance policies for clients by leveraging industry knowledge and strong negotiation skills.
- Identified potential risks to clients'' assets, recommending appropriate insurance coverage to mitigate those risks.
- Analyzed clients'' insurance needs, crafting personalized solutions that met their unique requirements.
- Collaborated with underwriters to develop competitive pricing strategies for new and existing accounts.
- Managed a large portfolio of diverse accounts, ensuring each client received personalized attention and support.
- Conducted thorough policy reviews, identifying gaps in coverage and recommending improvements to clients'' insurance programs.
- Maintained detailed records of all client interactions, keeping track of renewals and policy changes in an organized manner.
- Assisted clients with claims processes, guiding them through each step while advocating on their behalf with insurance carriers.
- Worked closely with colleagues across departments to ensure seamless coordination of services for clients'' complex insurance needs.
- Cultivated strong relationships with carrier representatives, enabling faster resolution of issues or disputes when they arose between insurers and clients.
- Effectively managed time and resources, prioritizing tasks to ensure all clients received timely attention and support throughout the insurance process.
- Quoted current and prospective clients with several insurance companies and presented proposals.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before effective date of coverage.
Partner/Small Business Owner
One Time Furniture
09.2014 - 06.2018
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Expanded the business clientele through strategic networking and relationship building initiatives.
- Secured lucrative partnerships through effective negotiation tactics and relationship building skills.
- Supported the successful launch of new product lines through meticulous market research, planning, and execution.
- Led contract negotiations that resulted in favorable terms for both parties while minimizing risk exposure for the company.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Office Coordinator
Easy Credit Auto Sales
11.2007 - 06.2012
- Streamlined office operations by implementing efficient filing systems and organizational tools.
- Enhanced communication within the team through regular meetings and detailed reporting.
- Facilitated a positive work environment by addressing employee concerns and providing support when needed.
- Improved client satisfaction by promptly responding to inquiries and resolving issues in a professional manner.
- Coordinated company events, fostering team building and boosting overall morale.
- Maintained strict confidentiality of sensitive information, upholding the highest level of professionalism at all times.
- Collaborated with various departments to streamline processes and improve interdepartmental communication.
- Managed daily cash deposits, ensuring accuracy and timely submission to the bank.
- Handled multiple payment methods securely, minimizing discrepancies and potential losses.
- Resolved customer complaints professionally, leading to improved customer relations and loyalty.
- Maintained and processed invoices, deposits, and money logs.
- Improved risk assessment accuracy by conducting thorough reviews of loan applications and financial documents.
- Increased customer satisfaction through timely communication and efficient handling of loan applications.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans.
Education
High School Diploma -
Health Special Highschool
Dallas, TXSkills
- Underwriting Knowledge
- Problem-solving
- Client relationship management
- Multitasking
- Organizational skills
- Risk assessment
- Large Account Management
- Strong communication
Languages
Spanish
Professional Working
Timeline
Insurance Account Executive Assistant
Endurance
08.2018 - Current
Partner/Small Business Owner
One Time Furniture
09.2014 - 06.2018
Office Coordinator
Easy Credit Auto Sales
11.2007 - 06.2012
High School Diploma -
Health Special Highschool
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