Josephine Smith
Catawba,VA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Guthrie Insurance Agency
New Castle, US
05.2024 - Current
- Discuss policy options with clients.
- Maintain and organize client files.
- Process policy changes for clients
- Handle payments in all forms, ensuring deposits are posted at the end of each day.
- Maintain clients policy, ensuring they always have the best fit for them.
- Process the start of any claims.
Member Service Specialist
Virginia Farm Bureau
Roanoke, US
07.2023 - 05.2024
- Run the daily operations in office.
- Handle all file management: making sure everything is kept organized and available.
- Process insurance quotes and handle the sell of all policies.
- Take payment in all forms: balancing cash drawer at the end of each day.
Bank Clerk
Farmers and Merchants Bank of Craig County
New Castle, US
12.2022 - 07.2023
- Processed daily client transactions, including deposits, withdrawals, money transfers, loan payments, and selling cashier's checks.
- Conducted each client transaction efficiently, accurately, and effectively.
- Assisted clients with various questions and concerns related to their accounts and bank products.
Marketing Coordinator
Jackson Financial
Blacksburg, US
08.2022 - 12.2022
- Plan marketing budget for the year and review monthly expenses.
- Plan and execute all marketing events.
- Speak in front of event attendees about service the company offers.
- Set meetings for potential clients with one of the agents.
- Manage social media accounts.
- Send event invitation via email.
Office Manager
Jackson Financial
Blacksburg, US
05.2021 - 08.2022
- Manage the day-to-day operations of the office.
- Handle all files and keep the file room organized.
- Speak with clients and answer any questions.
- Schedule appointments for all agents.
- Manage quick books and the monthly finances.
- Studied and received my Property and Casualty license to better serve clients.
Product Operations Manager
Old Navy
Christiansburg, US
08.2019 - 05.2021
- Manage the operations of shipment, markdowns, and sign to sell.
- Making sure everything is done in proper timing and accurately.
- When needed also count register drawers and back safe prior to opening the store in the morning.
Education
Diploma -
Dayspring Christian Academy
Blacksburg, VA06.2018
Skills
- Customer service and support
- Product management
- Leadership and team building
- Office management and QuickBooks
- Event and digital marketing
- Social media management
Certification
- Driver's License
- Property and Casualty License, 09/01/21, Present
- Life & Health Insurance License, 09/01/23, Present
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Insurance Sales Agent
Guthrie Insurance Agency
05.2024 - Current
Member Service Specialist
Virginia Farm Bureau
07.2023 - 05.2024
Bank Clerk
Farmers and Merchants Bank of Craig County
12.2022 - 07.2023
Marketing Coordinator
Jackson Financial
08.2022 - 12.2022
Office Manager
Jackson Financial
05.2021 - 08.2022
Product Operations Manager
Old Navy
08.2019 - 05.2021
Diploma -
Dayspring Christian Academy