Microsoft Office including Outlook, Excel, PowerPoint, and Word
HALEY ASBURY
Pasadena,US
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. A multi-tasking Manager well-known for creating positive workplace culture and high-performing teams. Proficient in best practices, market trends and regulatory requirements of industry operations. Leadership with analytical approach to business performance and talent acquisition.
Overview
23
23
years of professional experience
Work History
Associate Manager
American National Insurance Company
07.2015 - 07.2022
- Direct report to 22 employees within the department.
- Analyzed and revised production processes ensuring proficiency and contractual agreements were met.
- Conducted monthly meetings with production teams discussing and updating systematic changes and product development.
- Responsible for interviewing and onboarding of newly hired employees.
- Oversaw training of all current and newly hired employees.
- Coached and developed employee morale through incentive, encouragement, and mentoring.
- Responsible for all escalations acting as liaison between Case Managers, Executive Management, and Agents.
- Handled all sensitive cases working with Corporate Compliance on all Department of Insurance complaints.
- Managed Call Center within the department in support of underwriting services.
- Responsible for all high value files over 10M in face.
- Oversaw administrative production from inception of a life insurance application into the department until the issuance of the policy.
Licensed Agent
Allstate Insurance
09.2013 - 07.2015
- Provided courteous and reliable customer service to existing clients.
- Ensured proper counseling of coverage in accordance with State Law.
- Educated clients on the value of the insurance contract and recommended adjustments.
- Maintained a professional and cooperative relationship with existing clients.
Virtual Sales Support & Account Support Associate
Iscential
05.2011 - 07.2012
- Evaluated routine audits of all insurance contracts.
- Maintained guidelines and ensuring compliance with State Law.
- Implemented a pilot program offering virtual support to Sales Producers.
- Assisted in special projects such as designing effective marketing portfolios.
- Trained and managed newly recruited Account Support Associates.
- Conducted training presentations for new business processes.
Financial Administrator
Pasadena Chamber of Commerce
03.2008 - 04.2010
- Supervised a staff of five overseeing time, payroll and benefits.
- Assisted the CEO with the hiring and evaluation process.
- Managed day-to-day financial operations including reconciliation of revenues and expenditures.
- Tracked and produced invoicing, collections and delinquencies.
- Assisted the CEO in creating and implementing the annual budget.
- Generated and distributed monthly financial reports for the Board of Directors and Chairman.
- Resolved problems and questions regarding the financial management of the organization.
- Developed a new phone process to ensure membership retention.
- Assisted in special projects such as development of marketing materials.
- Monitored office equipment to ensure efficiency.
- Assisted the CEO with conference room preparation and maintained meeting minutes.
Human Resources Coordinator
Landmark Industries, Inc
01.2006 - 03.2008
- Evaluated pre-employment documentation for recruitment at the field level.
- Reviewed human resources paperwork for accuracy and completeness.
- Maintained human resources information system and kept employee files up to date and accurate.
- Conducted and organized special projects such as presentations of new hiring processes.
- Maintained regulatory licenses necessary for employment function.
- Assisted HR Director with turnover ratios and maximizing employee performance and retention.
- Assisted business partners with distributing formal memos and conducting special projects.
Loan Processor
First Franklin Corporation
06.2003 - 01.2006
- Audited and managed mortgage loan documents and processes.
- Assisted mortgage brokers with secure paperwork necessary for underwriting.
- Provided approved documentation into closing department for funding.
- Handled any conditions sent from underwriting departments.
- Provided quick turnaround times to maintain fast-past schedule.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Accounts Payables/Receptionist
Dean and Draper Insurance Agency
01.2000 - 03.2003
- Maintained six general ledger revenue accounts and conducted daily reconciliation.
- Applied and calculated agency commissions to producer accounts on a daily basis.
- Resolved problems and provided assistance directly to the Vice President.
- Maximized employee performance generated through basic accounting data items.
- Performed routine audits of insurance contracts and supporting documentation.
- Maintained confidentiality of information regarding clients and company.
- Answered phone promptly and directed incoming calls to correct offices.
Education
Bachelors Degree of Science - Business Management
University of Phoenix
Phoenix, AZ2011
Associate of Arts - Business Administration
San Jacinto College-South
Houston, TX2007
Licenses
Texas Property and Casualty Agent
Quote
There are no secrets to success. It is the result of preparation, hard work, and learning from failure.
Colin Powell
Skills
- Corporate Social Responsibility
- Business Management Principles
- Contract Law
- Department Oversight
- Business Planning
- Train Employees
- Customer Rapport
- Business Development
- Staff Management
- Contract Management
- Departmental Management
- Customer Service
- Financial Management
- Business Administration
- Team Management Experience
- Data Protection
- Floor Supervision
- Performance Tracking and Evaluations
- Business Process
- Managing Employee Compensation
- Change Management Process
- Accounting
- Grammar
- Presentations
Accomplishments
- Supervised teams consisting of 22 staff members.
- Achieved turnaround time by introducing collaboration in team structure for production tasks.
- Wrote Departmental Training Manuel for newly hired Case Managers
- Used Microsoft Excel to develop inventory tracking spreadsheets for audits.
- Achieved escalated matters and formal complaints by completing needed attention with accuracy and efficiency developing essential and long lasting relationships with Agents and Brokers.
- Collaborated with Administrative Employees in the development of The Agent's Experience Project.
Software
IMB Workflow Operations
Sagitta
Quickbooks
DOS Systems
Interests
I am currently authoring a memoir
I love to sing and was a competitive vocalist
I aspire to inspire others
Timeline
Associate Manager
American National Insurance Company
07.2015 - 07.2022
Licensed Agent
Allstate Insurance
09.2013 - 07.2015
Virtual Sales Support & Account Support Associate
Iscential
05.2011 - 07.2012
Financial Administrator
Pasadena Chamber of Commerce
03.2008 - 04.2010
Human Resources Coordinator
Landmark Industries, Inc
01.2006 - 03.2008
Loan Processor
First Franklin Corporation
06.2003 - 01.2006
Accounts Payables/Receptionist
Dean and Draper Insurance Agency
01.2000 - 03.2003
Bachelors Degree of Science - Business Management
University of Phoenix
Associate of Arts - Business Administration
San Jacinto College-South
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