Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Jozette Ann Lake

Bonney Lake,WA

Summary

Organized Office Manager known for productive and efficient task completion. Specialize in team leadership, workflow optimization, and administrative management. Excel in communication, problem-solving, and adaptability to drive office efficiency and support company objectives.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Office Manager

Joe Yi- State Farm
Tacoma, WA
09.2018 - Current
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Mediated conflicts between employees and facilitated effective resolutions to disputes.
  • Developed and implemented office policies and procedures.
  • Delegated work to staff, setting priorities and goals.
  • Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
  • Analyzed data from various sources to identify trends and make recommendations for improvement.
  • Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
  • Processed payments received from clients promptly according to established procedures.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Improved data collection accuracy by structuring systems for desktop spreadsheets.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Developed appropriate quotes based on risk information.

Insurance Account Representative

Patrick Sprague-Allstate Insurance
Renton, WA
04.2016 - 08.2018
  • Maintained accurate records of all client interactions in the CRM system.
  • Followed up with customers regarding their policy renewals or updates.
  • Developed appropriate quotes based on risk information.
  • Developed strategies to cross-sell additional products to existing clients.

Office Manager

Joe Yi-State Farm
Tacoma, WA
08.2012 - 04.2016

Education

High School Diploma -

Children Of Fatima School Inc.
Philippines
03-2006

Skills

  • Goal-oriented mindset
  • Attention to detail
  • Effective communication
  • Customer engagement
  • Multitasking skills
  • Critical thinking
  • Continuous improvement

Certification

  • Property, Casualty, Life and Disability Licensed
  • Banking Experience with Consumer products and loans
  • Notary Public License

Languages

Tagalog
Professional
Kapampangan
Limited

References

References available upon request.

Timeline

Office Manager

Joe Yi- State Farm
09.2018 - Current

Insurance Account Representative

Patrick Sprague-Allstate Insurance
04.2016 - 08.2018

Office Manager

Joe Yi-State Farm
08.2012 - 04.2016

High School Diploma -

Children Of Fatima School Inc.

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