Heather Fuller
Amarillo,TX
Summary
Dynamic Licensed Insurance Producer skilled in delivering personalized insurance solutions for personal and commercial clients. Demonstrated success in managing client retention through proactive outreach and strategic relationship building. Expertise in onboarding, benefits administration, and ensuring compliance to optimize client satisfaction and retention.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Licensed Insurance Producer
First Southwest Insurance
Pampa, TX
10.2023 - Current
- Quoted, bound, and serviced personal and commercial insurance policies to align with client needs.
- Developed and maintained strong client relationships to enhance retention and growth.
- Reviewed policies to identify coverage gaps and recommend tailored solutions.
- Assisted clients with claims reporting, policy changes, endorsements, and renewals.
- Collaborated with carriers and underwriters to secure competitive coverage options.
- Conducted proactive outreach to prospective and former clients, generating new business opportunities.
Office Manager
Joshua Minkley Agency
Amarillo, TX
03.2022 - 03.2023
- Coordinated office operations, procedures, and administrative functions to ensure seamless workflow.
- Controlled correspondence and coordinated office communications.
- Designed and maintained filing systems for efficient record management.
- Evaluated and authorized supply requisitions to maintain inventory levels and support office needs.
- Delegated and tracked clerical functions to enhance team accountability and performance.
- Prepared payroll and maintained employee records.
- Ensured customer satisfaction through attentive service.
- Assisted with insurance quoting and policy billing.
Human Resources Benefits Specialist
Toot n' Totum Human Resources Office
Amarillo, TX
06.2015 - 11.2022
- Administered employee benefits and maintained relationships with insurance administrators, brokers, and carriers.
- Managed FMLA leave tracking and employee benefits programs.
- Processed 401(k) withdrawals and assisted with benefit audits.
- Developed and maintained benefit administration procedures.
- Conducted open enrollment meetings and monthly new hire orientations.
- Streamlined onboarding and offboarding processes for Westgate Car Care Centers, enhancing employee experience.
- Managed Medical Court Orders and employee compliance documentation.
- Contributed to strategic initiatives as a member of Human Resources Leadership Strategy Team.
Human Resources Receptionist
Toot n' Totum Human Resources Office
Amarillo, TX
08.2012 - 06.2015
- Managed collection and processing of employment documentation for new hires, ensuring compliance and efficiency.
- Assisted applicants with the online hiring process.
- Delivered ongoing customer service to employees and applicants, addressing inquiries and facilitating a positive experience.
- Organized and executed job fairs and community recruiting events to attract diverse talent and enhance employer visibility.
- Coordinated TABC and tobacco training programs for compliance.
- Performed clerical and administrative support duties.
Education
Amarillo College
Amarillo, TXAmarillo, TX
Skills
- Personal and commercial insurance
- Property and casualty insurance
- Life and health insurance
- Insurance policy administration
- Insurance sales and retention
- Policy quoting and billing
- Policy review techniques
- Claims expertise
- Client relationship management
- Client retention strategies
- Client onboarding processes
- Client communication strategies
- Customer service
- Office management
- Organizational skills
- Multitasking
- Task prioritization
- Microsoft Office Suite proficiency
- Team collaboration techniques
- Attention to detail
- Adaptability traits
- Problem solving skills
- Effective communication
- Relationship building
- Communication
- Policy management practices
Certification
- Texas Property & Casualty Insurance License
- Texas Life & Health Insurance License
Timeline
Licensed Insurance Producer
First Southwest Insurance
10.2023 - Current
Office Manager
Joshua Minkley Agency
03.2022 - 03.2023
Human Resources Benefits Specialist
Toot n' Totum Human Resources Office
06.2015 - 11.2022
Human Resources Receptionist
Toot n' Totum Human Resources Office
08.2012 - 06.2015
Amarillo College