Heather Fulfer
Insurance Agent
Hereford,Texas
Summary
Dynamic professional with a proven track record at Platinum Supplemental Insurance Inc., adept in client evaluation and fostering strategic relationships. Skilled in regulatory compliance and client account management, I excel in creating impactful strategies that enhance customer satisfaction and operational efficiency. My leadership in team environments and ability to exceed business objectives underscore my commitment to excellence and growth.
Overview
7
7
years of professional experience
Work History
Insurance Agent
Platinum Supplemental Insurance Inc.
Hereford, Texas
11.2024 - Current
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Developed appropriate quotes based on risk information.
- Assisted with customer requests and answered questions to improve satisfaction.
- Worked effectively in team environments to make the workplace more productive.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Maintained accurate records of all insurance transactions using computer software systems.
- Completed day-to-day duties accurately and efficiently.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
General Manager
Stripes Convenience Store
Hereford, Texas
01.2021 - 02.2024
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Enhanced operational performance by developing effective business strategies, systems and procedures.
- Created schedules and monitored payroll to remain within budget.
- Designed sales and service strategies to improve revenue and retention.
- Formed and sustained strategic relationships with clients.
- Recruited, interviewed and hired qualified staff for open positions.
- Managed all aspects of daily business operations including budgeting, staffing, scheduling, inventory control, customer service and sales.
- Tracked monthly sales to generate reports for business development planning.
- Maintained relationships with vendors to obtain the best pricing on supplies and materials.
- Administered employee discipline through verbal and written warnings.
- Provided guidance and support to subordinate managers in order to foster an atmosphere of cooperation throughout the organization.
- Identified areas of improvement in current business practices and collaborated with other departments to develop action plans for implementation.
- Directed safety operations and maintained clean work environment to adhere to FDA and OSHA requirements.
- Resolved customer complaints quickly while maintaining high quality standards of service delivery.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Coordinated training activities for employees to ensure compliance with company policies and procedures.
- Conducted regular meetings with senior management team to review progress against established objectives.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Ensured compliance with local health department regulations regarding food safety standards.
- Prepared staff work schedules and assigned team members to specific duties.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Recruited, trained and empowered employees to achieve key performance indicators.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Delivered exceptional client experiences through hands-on leadership of associates and managers.
Dental Assistant
Monarch Dental
Fort Worth, Texas
03.2018 - 06.2020
- Sterilized instruments according to established guidelines and protocols.
- Checked with participants throughout procedures to help alleviate anxiety.
- Educated patients on proper oral hygiene techniques and habits.
- Updated patient records with new data and treatment information.
- Created and fit dental appliances for patients. adjusting as necessary.
- Passed instruments to dentist, gently sprayed water, suctioned fluids and mixed materials to support dentists during procedures.
- Reviewed patient charts prior to visits to ensure that all relevant information was available for the doctor's review.
- Helped maintain inventory levels of all dental supplies used in day-to-day operations.
- Explained dental services and payment plans to help patients make informed decisions.
- Documented patient records during procedures and added notes taken to treatment chart.
- Prepared bills and completed insurance forms using system software.
- Provided chair-side assistance during dental examinations and procedures to boost efficiency and calm nervous patients.
- Responded promptly to requests from other staff members or dentists while maintaining a professional demeanor.
- Took medical and dental history and recorded vital signs of patients.
- Ordered supplies necessary for daily operations of the practice.
- Laid out dental instruments and equipment before procedures.
Education
Licensed Insurance Agent - Life And Health Insurance
Examfx
Online11-2024
Certified Dental Assistant - Dental Assisting
Amarillo Dental Assisting
Amarillo, TX04-2017
High School Diploma -
Jacksboro High School
Jacksboro, TX08-2011
Skills
- Client Evaluation
- Client Follow-Up
- Client account management
- Legal codes
- Client needs analysis
- Regulatory compliance
References
References available upon request.
Timeline
Insurance Agent
Platinum Supplemental Insurance Inc.
11.2024 - Current
General Manager
Stripes Convenience Store
01.2021 - 02.2024
Dental Assistant
Monarch Dental
03.2018 - 06.2020
Licensed Insurance Agent - Life And Health Insurance
Examfx
Certified Dental Assistant - Dental Assisting
Amarillo Dental Assisting
High School Diploma -
Jacksboro High School
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