Jaymi Martinez
Duncanville,TX
Summary
Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options. Dedicated to offering exceptional assistance to team members and clients. Skilled at coordinating appointments, organizing mail and collecting messages to facilitate office communication. Positive and upbeat with strong relationship-building abilities. Motivated professional offering proficiency in data entry combined with strong mathematical and analytical thinking skills. Fast learner and committed to continuous, self-directed learning.
Overview
4
4
years of professional experience
Work History
Underwriting Service Assistant
State Farm
03.2023 - 01.2024
- On a daily basis, perform accurate data entry of binding information, including form selection, review of rate and exposure information, and completion of additional insured forms in Connecz
- Following state specifics regulations for coverage qualifications for each insured policy
- Modifying insured policies based on clients to agents request
- Calculate and process policy cancellations, reinstatements, rescission's, and non-renewals according to state regulations
- Process nonmonetary endorsements, including but not limited to address and named insured changes
- Researched and corrected routine errors of various corporate strategies
- Analyzes input/outputs for reasonability (e.g., manual rates, benefit revisions, recorded claims, premiums, etc.).
- Enhanced underwriting efficiency by streamlining workflow processes and procedures.
- Supported underwriters in risk assessments, leading to improved decision-making and business outcomes.
VP Assistant
Harek Logistics, LLC
08.2021 - 02.2023
- Apply for carrier packets
- Communicate with assigned drivers and brokers
- Oversee and manage QuickBooks
- Edit, revise, and receive invoices
- Accounts payable
- Develop process improvement and efficient strategies
- Assist with other tasks as assigned by the manager
- Obtaining and analyzing financial, business, and legal documents as necessary
- Understand policies, procedures, instructions, business objectives, and applicable laws regulating the trucking industry.
- Increased company revenue by implementing innovative marketing strategies and streamlining sales processes.
- Established a successful partnership with key industry players, resulting in increased market share for the organization.
- Negotiated favorable contracts with vendors, securing advantageous terms for the company while maintaining strong professional relationships.
Executive Assistant
Inranks Logistics, LLC
08.2021 - 02.2023
- Manage dispatch for dump truck drivers
- Communicate with assigned drivers and clients
- Invoice tickets for payment
- Oversee and manage QuickBooks
- Accounts payable.
- Improved office efficiency by implementing new filing systems and document management processes.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
Homeowners Association Manager, Interconnection Officer, and Front Desk
Synaptic Solar
12.2019 - 06.2021
- Research and Submit Design Specifications for architectural control committee (ACC) forms for new HOA projects
- Delegate between Homeowners Association (HOA), customers, project managers, and businesses via calls, text, and E-mail
- Plan, execute, monitor, and help close new client integration projects within target timeframes
- Communicate the process, procedures, and status with internal staff and client representatives
- Manage Tariff applications and Permission to Operate (PTO) forms between Utility Company and homeowners
- Schedule, call log tracking, and manage tasks through Smartsheets.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
Education
High School Diploma -
Prosper High School
Prosper, TX06.2016
Skills
- Ability to multitask and manage multiple activities and priorities
- Advanced technical skills and ability to quickly learn / adapt to new software
- Ability to work both independently and in a collaborative team-oriented environment in both English and Spanish
- Data Entry: Microsoft Office, SmartSheets, and Bookkeeping
- Logistics: Geotab -IoT Hub, Gmail, Slack, WhatsApp, and Microsoft Teams
- File Management: Adobe Illustrator and Google Drive
- Conflict resolution
- Data Interpretation
- Document Review
- Policy Analysis
- Customer service
Languages
Spanish
Professional Working
volunteer experience
Was in the Volunteer Committee as a Coordinator for State Farm
Timeline
Underwriting Service Assistant
State Farm
03.2023 - 01.2024
VP Assistant
Harek Logistics, LLC
08.2021 - 02.2023
Executive Assistant
Inranks Logistics, LLC
08.2021 - 02.2023
Homeowners Association Manager, Interconnection Officer, and Front Desk
Synaptic Solar
12.2019 - 06.2021
High School Diploma -
Prosper High School