Jeanne Lan3
Freeville
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
11
11
years of professional experience
Work History
Insurance Agent
Aw burchell agency
Cortland
04.2025 - Current
- Conducted policy reviews to ensure client needs were met.
- Processed new insurance applications and renewals efficiently.
- Maintained accurate client records in the agency management system.
- Delivered excellent customer service through timely communication.
- Collaborated with underwriters to assess risk and determine coverage terms.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Assisted clients in understanding insurance policies and coverage options.
Office Administrative Assistant
Empire tractor
Cortland
08.2017 - 04.2025
- Organized office supplies and maintained inventory for efficient daily operations.
- Handled incoming calls and directed inquiries to appropriate personnel.
- Maintained filing system and ensured accurate document retrieval processes.
- Processed incoming invoices for payment in a timely manner.
- Sorted mail daily for distribution throughout the organization.
- Assisted with payroll preparation and entered data into cumulative payroll document.
- Cashup of daily deposit
- Received in all equipment and
Insurance Agent
Andrews agency
Ithaca
09.2014 - 05.2017
- Assisted clients in understanding insurance policies and coverage options.
- Conducted policy reviews to ensure client needs were met.
- Processed new insurance applications and renewals efficiently.
- Maintained accurate client records in the agency management system.
- Delivered excellent customer service through timely communication.
Education
Bachelor of Science - Criminal Justice
SUNY Empire State College
Saratoga Springs, NY05-2014
Associate of Science - Criminal Justice
Tompkins Cortland Comm. College
Dryden, NY05-2012
High School Diploma -
Groton Central School
Groton, NY06-1981
Skills
- Policy writing
- Risk assessment
- Client management
- Application processing
- Compliance documentation
- Customer relationship management
- Licensed insurance agent
Timeline
Insurance Agent
Aw burchell agency
04.2025 - Current
Office Administrative Assistant
Empire tractor
08.2017 - 04.2025
Insurance Agent
Andrews agency
09.2014 - 05.2017
Bachelor of Science - Criminal Justice
SUNY Empire State College
Associate of Science - Criminal Justice
Tompkins Cortland Comm. College
High School Diploma -
Groton Central School
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