Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Delanee Upchurch

Camarillo,CA

Summary

Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments. Detail-oriented and experienced in customer service, data entry and office management.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Administrative Assistant

Alkeme Insurance
02.2024 - Current
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping by auditing production reports and editing data within our software programs.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Managing in-office vendor or subscription issues & approvals (including all office invoices)
  • Ordering office supplies
  • Gathering and organizing all commissions and expenses for our accounting team
  • Maintaining Credit Card Reconciliation for agency principal expenses
  • Assisting with Policy check, and loss run procedures


Insurance Agent

Farmers
01.2022 - 02.2024
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues regarding billing and policy details (i.e. endorsement, limits, risks)
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Processed, receipted and filed payment received from insured/lenders.
  • Maintained accurate records of all transactions, ensuring compliance with lender requests and carrier recommendations.

Private Nanny

Private Residence
01.2019 - 01.2022
  • Developed strong relationships with parents, maintaining open communication about each child's progress and needs.
  • Oversaw household duties such as light housekeeping tasks or running errands when required.
  • Played games, worked on puzzles, read books and assisted with homework
  • Established clear expectations for behavior, setting boundaries to create a respectful atmosphere within the home.
  • Established lasting, professional connections with families and children

Education

Associate of Applied Science - Business Economics

Moorpark College
Moorpark, CA
01.2022

Associate of Applied Science - Social Sciences

Moorpark College
Moorpark, CA
01.2022

High School Diploma -

Adolfo Camarillo High School
Camarillo, CA
05.2019

Skills

  • Customer Service
  • Schedule/Coordinate meetings (Virtual/In-person)
  • Data Entry
  • Critical Thinking
  • Documentation and Recordkeeping
  • Dedicated Team Player
  • Computer Software Knowledge
  • Auditing Production Reports
  • Processing, Applying and Filing checks and statements

Certification

Property and Casualty Insuance License #4292401

Timeline

Administrative Assistant

Alkeme Insurance
02.2024 - Current

Insurance Agent

Farmers
01.2022 - 02.2024

Private Nanny

Private Residence
01.2019 - 01.2022

Associate of Applied Science - Business Economics

Moorpark College

Associate of Applied Science - Social Sciences

Moorpark College

High School Diploma -

Adolfo Camarillo High School

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Delanee Upchurch