Heather Parra Duran
Fountain,CO
Summary
Professional with a focus on insurance account management and office administration. Holds licenses in Property & Casualty and Life Insurance. Proven track record of increasing revenue and improving client retention rates. Expertise in sales and providing comprehensive administrative support.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Account Manager
Ascent Insurance LLC (Remote)
Oklahoma City, OK
09.2024 - Current
- Managed personal and commercial insurance accounts, ensuring timely renewals and accurate policies.
- Supported sales operations by preparing quotes and processing applications efficiently.
- Built strong client relationships, achieving high retention rates through effective communication.
- Exceeded monthly sales targets by cross-selling and upselling additional coverage options.
- Collaborated with underwriters to assess risk and determine optimal coverage solutions.
Office Manager
American Family Insurance
Colorado Springs, CO
09.2020 - 09.2024
- Managed daily office operations, scheduling, and compliance to enhance efficiency.
- Oversaw scheduling and appointment management for staff and clients.
- Trained and supervised staff to uphold operational standards and performance expectations.
- Supported sales initiatives by preparing quotes and processing applications efficiently.
- Drove client retention and customer satisfaction to 91%, significantly boosting revenue.
- Contributed to agency's attainment of Year Life Insurance Achievement Awards for four consecutive years.
- Maintained filing system for records, correspondence and other documents.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Cross-sold life and property policies, contributing to sustained revenue growth.
Receptionist
Sanctuary Day Spa
Denver, CO
10.2012 - 12.2015
- Oversaw front desk operations, ensuring efficient appointment scheduling and call handling.
- Provided detailed information about spa services and promotions to incoming callers.
- Assisted in training new reception staff on procedures and customer service standards.
- Maintained cleanliness and organization of reception area and waiting room for optimal client experience.
Education
Some College (No Degree) - Business Administration And Management
National American University
Denver, COSkills
- Analytical thinking
- Effective time management
- Client relations
- Sales strategies
- Reception and office management
- Customer satisfaction excellence
- Record keeping and data entry
- Compliance with regulations
Certification
- Property & Casualty Insurance License
- Life Insurance License
Timeline
Account Manager
Ascent Insurance LLC (Remote)
09.2024 - Current
Office Manager
American Family Insurance
09.2020 - 09.2024
Receptionist
Sanctuary Day Spa
10.2012 - 12.2015
Some College (No Degree) - Business Administration And Management
National American University