JESSICA GREGUREK
Sweeny,USA
Summary
Highly organized and results driven administrative professional with over 15 years of experience supporting financial, insurance, and customer service operations in fast paced, compliance focused environments. Proven expertise in managing sensitive data, coordinating documentation, and ensuring regulatory compliance while delivering exceptional support to clients and internal teams. Strong background in customer relations, records management, and proficiency in the Microsoft Office Suite, complemented by effective cross-functional communication skills. Adept at balancing multiple priorities with professionalism, efficiency, and meticulous attention to detail, ready to make a significant impact as a Senior Administrative Assistant at Phillips 66.
Overview
17
17
years of professional experience
1
1
Certification
Work History
INSURANCE SALES REPRESENTATIVE
Robby Woodard State Farm
Sweeny, TX
01.2014 - Current
- Established and maintained strong client connections by delivering clear communication and customized insurance strategies.
- Analyzed industry standards and implemented policies for life, health, auto, and home insurance to optimize risk management and client satisfaction.
- Executed data management processes for sensitive client information, guaranteeing compliance with applicable state regulations.
- Directed bank deposit operations and executed payment processing with a focus on accuracy and financial integrity.
- Conducted regular market analysis to identify opportunities for growth and competitive positioning.
- Educated clients on policy benefits and coverage options, enhancing client understanding and engagement.
BANK TELLER
First State Bank of Louise
Sweeny, TX
12.2012 - 01.2014
- Processed daily financial transactions while ensuring high standards of customer service and professionalism.
- Executed cash drawer maintenance and deposit balancing to adhere to established bank policies.
- Addressed account inquiries and implemented timely solutions to enhance customer satisfaction.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
RETAIL BANKER
Woodforest National Bank
Bay City, TX
01.2009 - 04.2012
- Executed account opening procedures and assisted clients in navigating loan application requirements.
- Analyzed vault balances and reviewed daily teller transactions to guarantee precision and adherence to compliance protocols.
- Achieved improved account recovery through proactive customer collection calls. Identified and rectified daily work inconsistencies to streamline processes.
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
Education
Bachelor of Science - Psychology
Sam Houston State University
Huntsville, TX12-2024
Associate of Arts - Business Administration
Wharton County Junior College
Wharton, TX05-2022
Skills
- Administrative support expertise
- Sensitive data management
- Client interaction and record-keeping
- Client engagement and issue resolution
- Technical expertise
- Experienced with Microsoft Office applications
- Documentation and compliance
- Operational efficiency
- Consistent financial auditing
- Transaction processing accuracy
Certification
- Property & Casualty Insurance License, Texas Department of Insurance (Valid through October 2026)
- Life & Health Insurance License, Texas Department of Insurance (Valid through October 2026)
Timeline
INSURANCE SALES REPRESENTATIVE
Robby Woodard State Farm
01.2014 - Current
BANK TELLER
First State Bank of Louise
12.2012 - 01.2014
RETAIL BANKER
Woodforest National Bank
01.2009 - 04.2012
Associate of Arts - Business Administration
Wharton County Junior College
Bachelor of Science - Psychology
Sam Houston State University