Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-years of background generating new business by selling various insurance plans.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Insurance Consultant
JLK Insurance Group
Sykesville, MD
04.2019 - 01.2025
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Maintained up-to-date knowledge of all relevant legislation governing the insurance industry.
Advised clients on the latest trends and developments in the insurance marketplace.
Developed appropriate quotes based on risk information.
Created detailed reports outlining risk management strategies and potential savings opportunities.
Monitored renewal dates to ensure that policies are updated as required.
Audited accounts regularly for accuracy, identifying discrepancies or errors that may need resolution.
Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Sought out new clients and developed clientele by networking to find new customers.
Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Reviewed claims processing procedures to ensure compliance with applicable laws and regulations.
Contacted underwriters and submitted forms to obtain binder coverage.
Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Achieved repeat business and referrals through personalized services.
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Explained coverage options to potential policyholders, answering questions or concerns.
Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
Assisted customers in filing claims and providing necessary documentation upon request.
Negotiated with carriers on behalf of clients to secure competitive rates and terms.
Counseled prospects and policyholders on coverage, limits and regulations.
Monitored clients' insurance coverages to ensure changing needs were met.
Worked effectively in team environments to make the workplace more productive.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Operated equipment and machinery according to safety guidelines.
Managed inventory and supplies to ensure materials were available when needed.
Assisted with customer requests and answered questions to improve satisfaction.
Conducted routine maintenance and repairs on mechanical systems and industrial equipment.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Completed day-to-day duties accurately and efficiently.
Prioritized and organized tasks to efficiently accomplish service goals.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
Administrative Assistant / Receptionist
Klein Enterprises / Metropolitan Management Company
Baltimore, MD
03.2007 - 01.2019
Created and implemented standard operating procedures for records handling.
Maintained a clean, orderly and welcoming reception area.
Worked independently and under guidance to master general clerical tasks.
Sorted, received and distributed mail correspondence between departments and personnel.
Exercised discretion and interpretive judgment in frequent contacts with callers.
Planned and executed all aspects of office headquarter move.
Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance.
Handled incoming and outgoing correspondence, including faxes, phone and email.
Managed the reception area, including responding to telephone calls, in-person requests, internal and external communications and greeting visitors.
Managed office supplies, vendors, organization and upkeep.
Assisted senior administrative professionals with daily work tasks.
Created files, reports and records while maintaining confidentiality.
Operated a high volume multiple-call telephone switchboard console.
Scanned physical files into digital records.
Maintaining Certificate of Liability of Insurance and Property Insurance.
Store Manager
Learning How (teacher Educational Store)
Westminster, MD
04.2004 - 02.2007
Daily tasks the business required.
Trained and developed new associates on P.O.S system and key sales tactics.
Completed profit and loss performance reports.
Responded to customer concerns with friendly and knowledgeable service.
Hired, trained and evaluated staff.
Counted cash drawers and made bank deposits.
Reported to the district manager regarding all store and staff issues.
Created work schedules according to sales volume and number of employees.
Off site sales / Marketing
Education
Associate of Arts - General Studies
Carroll Community College
Westminster, MD
N.A
High School Diploma -
Liberty High School
Eldersburg, MD
Skills
Administrative support
Teamwork and collaboration
Maintenance upkeep w/ online filing
Personable and outgoing
Customer-service oriented
Managing office operations
Multi-line telephone systems
Verifying insurance coverage
Licensed insurance agent
Networking and relationship building
Policyholder communication
Customer needs assessment
Billing procedures
Problem-solving
Quotes and sales
Multitasking Abilities
Administrative functions
Customer follow-up
Affiliations
My husband, our two dogs, and I love to go camping and be outside.
We cook for our local VFW and American Legion; we are from military families.
Certification
Property & Casualty Licence
Notary
Language
English
Professional
References
References available upon request.
Timeline
Insurance Consultant
JLK Insurance Group
04.2019 - 01.2025
Administrative Assistant / Receptionist
Klein Enterprises / Metropolitan Management Company