Summary
Overview
Work History
Education
Skills
Certification
Work Preference
Timeline
AdministrativeAssistant

Jacqueline Eccleston

West Palm Beach,Florida

Summary

Experienced insurance professional with a strong background in risk management and client advisory services. Recognized for providing customized insurance solutions and building lasting client relationships based on trust. Highly regarded for collaborative approach, adaptability in fast-paced environments, and unwavering dedication to achieving results through effective communication and problem-solving.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Insurance Broker

AmeriLife of South Florida LLC
12.2022 - Current
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Met with prospective customers and business owners in homes, businesses, and other settings.
  • Cross-sold insurance products to existing clients to reach sales targets.

Administrative Support

Robert Half Office Team
05.2021 - 12.2022
  • Greeting and directing visitors, answering phone inquiries and handling complaints in a courteous, professional manner
  • Provided comprehensive administrative support to colleagues, including scheduling appointments, managing correspondence, and processing documentation.
  • Demonstrated versatility in handling multiple responsibilities including receptionist duties, accounts receivable tasks, and general administrative support.
  • Liaised and coordinated activities of administrative support staff to accomplish department goals.

Community Manager

Regus Management
05.2011 - 05.2021
  • Administrator and support daily front office operations, including greeting clients, responding to phone calls, and performing billing task with 100% accuracy
  • Performed rent collection from tenants, assessing late fees, mailing the rent statements, preparing the lock-out letters
  • Processed and coding invoices and preparing vendor contracts
  • Recorded and monitored maintenance activities for the day porters and engineers
  • Assigning badges for parking and building access
  • Adding A/R comments to the aged delinquency report
  • Contacting tenants for past due rent payments
  • Supplied lease administration services to the property to include but not limited to lease abstraction and lease file maintenance
  • Assisting the Property Manager with building inspections and maintain an inventory of office supplies
  • Track and maintain Certificate of Insurance; responsible for notifying tenants and vendors of expired COI’s and COI requirements via letters
  • Maintained spreadsheet of COIs on file that detailed the insured and the policy end

Office Administrator

IKON Document Services
11.2008 - 05.2011
  • Created, proofed, revised, and edited written material as needed
  • Created and maintained filing systems
  • Entered and processed new accounts for credit approval
  • Maintained logs, reports, and or data entry for database
  • Managed Invoicing and month end closing of all outstanding accounts
  • E-Discovery

Education

Associate Paralegal Degree -

Norwalk Community College
Norwalk, Connecticut
09.2009

Florid License Broker/ Agent - Life Health and Annuity

10.2022

Skills

  • Property tour coordination
  • Team recruitment
  • Collect payments
  • Organization
  • Coordinate documents
  • Price structuring
  • Sales support
  • Staff training
  • Oversee maintenance
  • Calendar management
  • Microsoft Word
  • PowerPoint
  • Excel
  • Outlook
  • Stack
  • Yardi
  • Westlaw
  • SAP
  • Sales presentations
  • Life and health insurance
  • Administrative support specialist

Certification

Florida Insurance Broker, 01/01/18

Work Preference

Work Location

RemoteHybrid

Important To Me

Work-life balanceWork from home optionCareer advancementPersonal development programsCompany Culture

Timeline

Insurance Broker

AmeriLife of South Florida LLC
12.2022 - Current

Administrative Support

Robert Half Office Team
05.2021 - 12.2022

Community Manager

Regus Management
05.2011 - 05.2021

Office Administrator

IKON Document Services
11.2008 - 05.2011

Florid License Broker/ Agent - Life Health and Annuity

Associate Paralegal Degree -

Norwalk Community College

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Jacqueline Eccleston