Knowledgeable Insurance Agent Assistant with proven track record of supporting insurance agents and delivering exceptional client service. Assisted in processing claims, managing client records, and handling inquiries, contributing to smooth workflow and client satisfaction. Demonstrated strong organizational skills and attention to detail in maintaining accurate documentation and ensuring compliance with industry standards.
Overview
14
14
years of professional experience
Work History
Agent Assistant
James Stanley Agency
05.2016 - Current
Advise on different policy endorsements and options to best fit customer needs and budgets
Perform Personal Insurance Reviews
Contact customers at renewal to inform of increases, decreases or changes in policy coverage
Contact customers when past due on premiums when cancelling and how to reinstate policies
Billing
Collect and process premium payments
Resolve billing questions and concerns
Research and/or contact company billing to solve complex billing concerns
Complete required yearly training to include internet safety, diversity and inclusion and ethics and continuing education.
Comply with State of Wisconsin Insurance Laws, company guidelines and underwriting guidelines
Follow HIPPA guidelines
Enhanced client satisfaction by providing timely and efficient assistance to agents in their daily tasks.
Upheld confidentiality standards while managing sensitive information related to properties or client personal data.
Teacher
Growing Green Child Development Center
05.2015 - 05.2016
Planned and implemented developmentally appropriate activities
Set individual developmental and academic goals for children
Observed and evaluated children’s development, goals, health and wellness
Communicated with staff and families
Followed State of Wisconsin licensing rules and regulations
Completed continuing education and mandatory training to include Child Abuse Prevention, mandatory reporter, CPR/AED, First Aid, Shaken Baby and Blood Bourne Pathogens.
Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
Enhanced classroom engagement through the use of interactive teaching methods, such as group projects and hands-on activities.
Maintained accurate records of student progress, attendance, and behavior to facilitate ongoing communication with parents about their child''s educational journey.
Differentiated instruction to accommodate diverse learning needs, ensuring each student had an equal opportunity for success.
Assessed student performance regularly using both formative and summative assessments to inform future lesson planning.
Continuously pursued professional development opportunities such as workshops or conferences to stay current in educational trends.
Implemented classroom management plan that reduced disruptions, creating more conducive learning environment.
Teacher
Here We Grow Academy
03.2015 - 05.2015
Planned and implemented developmentally appropriate activities, set individual development and academic goals.
Completed continuing education and mandatory training to include Child Abuse Prevention, mandatory reporter, CPR/AED, First Aid, Shaken Baby and Blood Bourne Pathogens.
Identified struggling students early on and provided additional support through tutoring sessions and modified lesson plans.
Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
Teacher
St. Mary’s Child Development Center
05.2011 - 03.2015
Planned and implemented developmentally appropriate activities and set individual developmental and academic goals for children.
Observed and evaluated children’s development, goals, health and wellness
Collaborated with other teachers to plan interdisciplinary units that connected subjects and promoted deeper understanding among students.
Communicated with staff and families
Followed State of Wisconsin licensing rules and regulations
Completed continuing education and mandatory training to include Child Abuse Prevention, mandatory reporter, CPR/AED, First Aid, Shaken Baby and Blood Bourne Pathogens.
Project Manager / DevOps / Agile Scrum Master at SUNSKIA Ltd, Charles Stanley / Raymond James, Charles StanleyProject Manager / DevOps / Agile Scrum Master at SUNSKIA Ltd, Charles Stanley / Raymond James, Charles Stanley