Dynamic professional with a proven track record at David Bretz Farmers Insurance Agency, excelling in customer service and office management. Demonstrated ability to enhance client satisfaction and streamline operations, leveraging organizational skills and administrative support expertise. Skilled in handling sensitive information and fostering positive client relationships, ensuring compliance and operational efficiency.
Overview
17
17
years of professional experience
Work History
Insurance Sales and Service/Office Manager
David Bretz Farmers Insurance Agency
08.2002 - 09.2016
Monitored financial transactions ensuring accurate billing procedures and minimizing discrepancies.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Opened and closed location.
Reconciled end-of-day reports to determine accurate billing and payment processing.
Resolved customer complaints professionally, maintaining positive relationships with customers for future business opportunities.
Enhanced customer satisfaction by efficiently managing office operations and addressing customer concerns promptly.
Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Oversaw office inventory.
Managed compliance to keep organization operating within legal and regulatory guidelines.
Realtor
Long Realty
10.1999 - 08.2002
Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
Delivered exceptional customer service by addressing client concerns promptly and professionally throughout the entire transaction process.
Streamlined contract negotiations by meticulously reviewing documents and communicating clearly with all involved parties.
Education
High School Diploma -
Sabino High School
Tucson, AZ
06.1984
Skills
Customer Service
Office Management
Organizational Skills
Office Administration
Administrative Support
Document Management
Clerical Support
Languages
Spanish
Elementary
Timeline
Insurance Sales and Service/Office Manager
David Bretz Farmers Insurance Agency
08.2002 - 09.2016
Realtor
Long Realty
10.1999 - 08.2002
High School Diploma -
Sabino High School
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