Haley Saylor
New Braunfels
Summary
With over 14 years experience working in all areas of customer services, which range from, face to face contact with customers -to- handling customers care, via phone, email, and/or fax.
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
I love working with people and it is not only where I excel but also what I enjoy. I would love to gain a position working with a growing, positive, annd ethical company I can grow within.
Overview
16
16
years of professional experience
Work History
Insurance Agent
State Farm
Austin
08.2022 - 03.2025
- Connected with clients and assessed which health/life insurance quote might work best with their needs.
- Provided clients with insurance policy options tailored to their needs.
- Conducted comprehensive risk assessments to identify coverage gaps for clients.
Office Manager
Roof Pros
Boerne
06.2021 - 02.2022
- Data entry, Inbound and outbound calls, schedule inspections, prepare staff meetings, reorder name cards and office supplies, input bids, reorder office suplies, keep office clean, keep in contact with all customers to make sure all inspection needs are satisfied, entering in all estimates, keep customer info updated and all staff needs are met.
Admin Asst-Asst Project coordinator
Lodor Construction
Roseville
05.2017 - 10.2020
- Handling bids, bid research for determining what to offer as well as which offers to turn down, handling inbound and outbound emails, calls, faxes, scheduling meetings, contacting sub contractors for jobs, always updating information on all jobs and client info. I oversaw Tracey's Place Of Hope project as head project coordinator, i reached out and supplied the entire funding for the project from donations to the Blitnekoff Foundation.
CEO Asst. Admin Asst.
Action Steel Construction
Lincoln
01.2009 - 08.2019
- Handling bids, researching many different prices and contractors in order to put together a profiting bid, scheduled meetings, payroll, data entry, filing, contacting all sub contractors, making sure each detail of the building process is spot on and done upon the scheduled time.
Teller
US Bank
Roseville
04.2015 - 01.2017
- Cash handling, balancing drawers several times throughout shift, sales, knowing best what to sell each customer based off reading each ones history during transaction, data entry, credit sales, deposits and withdrawals for checking and savings accounts, credit applications, opening new accounts, credit card payments.
Sales Associate
Macy's
Roseville
06.2012 - 03.2015
- Sales of clothing, credits and rewards, credit applications, cash handling, meeting sales quotas, re-racks, occasional cleaning as required.
Sales Associate
California Sun inc.
Rocklin
03.2009 - 04.2010
- Sales of over a hundred high dollar lotions, membership sales, cleaning, cash handling, some computer management, updating client info and history, cleaning tan beds/tables.
Education
Some College (No Degree) - medical science
Heald College
Roseville, CASkills
- Document scanning
- Data analysis
- Risk management processes
- Data management
- Client assessment and analysis
- Strong verbal communication
- Skilled in Microsoft
- Windows
- Minnelnium
- Wide range of computer programs
- Data entry
- Extremely organized
- Clerical support
- Interpersonal communication
- Written communication
- Customer Service
- Self-motivated
- Client relations
- Customer relationship management
- Data entry accuracy
- Project coordination
- Problem solving
- Effective communication
- Time management
- Attention to detail
- Negotiation skills
- Quotes and sales
- Leads prospecting
- CRM software
- Customer follow-up
- Customer service
- Email marketing
- Referral pipeline maintenance
- Client needs analysis
- Professionalism and ethics
- Client interviews
Timeline
Insurance Agent
State Farm
08.2022 - 03.2025
Office Manager
Roof Pros
06.2021 - 02.2022
Admin Asst-Asst Project coordinator
Lodor Construction
05.2017 - 10.2020
Teller
US Bank
04.2015 - 01.2017
Sales Associate
Macy's
06.2012 - 03.2015
Sales Associate
California Sun inc.
03.2009 - 04.2010
CEO Asst. Admin Asst.
Action Steel Construction
01.2009 - 08.2019
Some College (No Degree) - medical science
Heald College