Jeannie Lee
Chantilly,VA
Summary
Accountable and knowledgeable Insurance agent and agency owner with excellent client management skills and highly effective multi-tasking ability that is competing responsibilities simultaneously. Proven history of exceptional time management and quality customer service.
Motivated business professional bringing years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members.
Overview
6
6
years of professional experience
Work History
Licensed Insurance Agent
Onetouch Direct
04.2015 - 09.2016
- Facilitate clients with billing and other insurance related matters.
- Perform administrative duties including but not limited to: extensive software skills, strong communication skills, conduct daily financial accounts.
- Issue the following policies: life, commercial, auto & home.
Licensed Independent Agent
Insulet Corporation
06.2013 - 09.2016
- Represent and work in conjunction with several major medical insurance carriers.
- Coordinated special events at senior community living centers.
- Interacting with clients at local physician offices.
- Meet individuals to find the best plan that fits their healthcare needs.
Customer Care Specialist
HARLAND CLARKE BANK OF AMERICA
07.2010 - 12.2012
- Objectives: Assisted Bank of America clients with detailed information regarding personal accounts.
- Accommodated Bank of America clientele with professionalism and courtesy.
- Provided security and assurance to customers by accurately following all required procedures.
- Ensuring that highly sensitive and confidential information was secure.
- Supported front desk administrative assignments.
- Worked in collaboration with center support coordinators.
- Utilized two computer monitors to conduct business.
Education
Bachelor of Business Administration -
UNIVERSITY OF THE INCARNATE WORD
San Antonio, TX.2016
TEXAS DEPARTMENT OF INSURANCE General Lines - Life, Accident Health & HMO -
General Lines - Property & Casualty -
Skills
MS Office (Word, Excel, PowerPoint, Outlook) Windows 10 & OS X Lotus Notes 85
- Customer Relations
- Business Planning
- Administering Budgets
- Risk Management
- Team Direction
Accomplishments
- Supervised 7 staff members. (Full time & Part time)
- State Farm Agency owner for 10 years
- Qualified for Life Travel for 10 years / Small business Leaders
Custom
administrative, administrative duties, billing, strong communication skills, clientele, clients, special events, financial, INSURANCE, Lotus Notes 8.5, Excel, MS Office, Outlook, PowerPoint, Windows, Word, monitors, OS, policies
Timeline
Licensed Insurance Agent
Onetouch Direct
04.2015 - 09.2016
Licensed Independent Agent
Insulet Corporation
06.2013 - 09.2016
Customer Care Specialist
HARLAND CLARKE BANK OF AMERICA
07.2010 - 12.2012
Bachelor of Business Administration -
UNIVERSITY OF THE INCARNATE WORD