Danielle Billiot
Fort Worth,Texas
Summary
Dedicated professional with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs.
Overview
9
9
years of professional experience
Work History
Insurance Agent
Go Auto Insurance
Morgan City , Louisiana
09.2019 - 05.2024
Insurance Agent
Bruni Insurance Agency
Morgan City, LA - Louisiana
06.2015 - 09.2019
- Performed administrative duties such as filing, scanning, faxing, copying documents.
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Collaborated with other departments within the organization to ensure efficient processing of customer applications.
- Developed relationships with brokers, agents, and external partners who may refer potential customers.
- Researched new products or services available from competitors which could provide an advantage in the marketplace.
- Conducted comprehensive reviews of existing policies, making recommendations for improvement or changes.
- Analyzed clients' financial positions, liabilities and assets to determine appropriate coverage levels.
- Evaluated current market conditions to identify new business opportunities.
- Negotiated with carriers on behalf of clients to secure competitive rates and terms.
- Responded promptly to customer complaints in a professional manner.
- Coordinated meetings, conferences, travel arrangements.
- Assisted with budget preparation and tracking of expenses.
- Developed spreadsheets to track project progress, budgets and other related data.
- Managed day-to-day office operations, ensuring efficient workflow and adherence to policies.
Education
Associate of Applied Science - Accounting And Business Management
SCLTC-Young Memorial
Morgan City, LA05-2015
Skills
- Customer follow-up
- CRM Software
- Leads Prospecting
- Customer Service
- Client Relations
- Client Retention
- Negotiation abilities
- Policy Renewals
- Account Management
- Insurance sales strategy
- Policy writing
- Business Planning
- Policy Knowledge
- File Organization
- Spreadsheet tracking
- Office Administration
- Call Routing
- Appointment confirmation
- Administrative Support
- Correspondence typing
- Cash Handling
- Clerical Support
- Front Office Management
- Conflict Management
- File Management
- Bookkeeping
- Skilled in [Software]
- Business Administration
- Time Management
- Package and mail receipt
- Issue handling
- Office supplies ordering
- Telephone Etiquette
- Problem-solving skills
- Researching skills
- Oral and writing communication
- Basic accounting
- Strategic Planning
- Word Processing
- Expense Reporting
- Meeting Scheduling
- Verbal and written communication
- Complex Problem-Solving
- Scheduling appointments
- Scheduling
- Appointment Scheduling
Timeline
Insurance Agent
Go Auto Insurance
09.2019 - 05.2024
Insurance Agent
Bruni Insurance Agency
06.2015 - 09.2019
Associate of Applied Science - Accounting And Business Management
SCLTC-Young Memorial
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