Proven professional with a background in insurance and education, demonstrated by impactful tenure at Texas Farm Bureau Insurance. Excelled in enhancing customer satisfaction and streamlining policy processes, showcasing strong problem-solving abilities and organization skills. Achieved significant improvements in client relations and operational efficiency, leveraging expertise in policy analysis and teamwork.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Field ISR
Texas Farm Bureau Insurance
06.2022 - Current
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Assisted customers with completing insurance documents to avoid missed information.
Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
Processed insurance policy cancellations and renewals quickly to meet call time targets.
Assessed customer needs and recommended suitable insurance policies.
Trained new customer service representatives on best practices, policies and procedures.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Preschool Teacher
First Baptist Church
08.2021 - 05.2022
Developed strong relationships with parents and caregivers, providing regular updates on their child''s progress and addressing any concerns proactively.
Developed weekly lesson plans and activities to engage children and promote learning.
Maintained organized, fun and interactive classroom to help children feel safe.
Sanitized toys and play equipment each day to maintain safety and cleanliness.
Applied play-based strategies to provide diverse approaches to learning.
Gave one-on-one attention to children while maintaining overall focus on entire group.
Preschool Teacher
First Baptist Church
08.2019 - 04.2020
Developed strong relationships with parents and caregivers, providing regular updates on their child''s progress and addressing any concerns proactively.
Developed weekly lesson plans and activities to engage children and promote learning.
Maintained organized, fun and interactive classroom to help children feel safe.
Sanitized toys and play equipment each day to maintain safety and cleanliness.
Established positive communication with parents in daily conversation and formal conferences.
Gave one-on-one attention to children while maintaining overall focus on entire group.
Legal Secretary
Blair Law Firm
09.2013 - 06.2014
Maintained strict confidentiality of sensitive information to protect client privacy and uphold professional ethics.
Facilitated communication between clients and attorneys, ensuring prompt responses to inquiries.
Received and placed telephone calls to clients and prospective clients.
Provided exceptional customer service when greeting clients and answering phone calls, fostering a welcoming environment.
Screened telephone calls and forwarded to appropriate departments.
Created, indexed, and maintained client binders.
Improved client satisfaction by providing detailed case updates and maintaining open lines of communication.
Assisted with preparation of trial materials and documents.
Education
No Degree - Nursing
Austin Community College
Austin, TX
High School Diploma -
San Marcos High School
San Marcos, TX
06-2007
Skills
Organization
Insurance terminology
Documentation skills
Policy analysis
Multitasking
Problem-solving abilities
Reliability
Teamwork skills
Computer Proficiency
Professionalism
Conflict Resolution
Policy Renewals
Detail orientation
Background in insurance
Certification
Current General Lines Agent Property and Casualty License
Timeline
Field ISR
Texas Farm Bureau Insurance
06.2022 - Current
Preschool Teacher
First Baptist Church
08.2021 - 05.2022
Preschool Teacher
First Baptist Church
08.2019 - 04.2020
Legal Secretary
Blair Law Firm
09.2013 - 06.2014
Current General Lines Agent Property and Casualty License
No Degree - Nursing
Austin Community College
High School Diploma -
San Marcos High School
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