Juanita Franco
Houston,TX
Summary
Insurance professional with comprehensive understanding of insurance policies and risk management. Proven track record of effectively managing client relationships and resolving issues. Strong focus on team collaboration and adaptability, ensuring reliable and results-driven performance.
Insightful Insurance Sales Agent bringing 20 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
2
2
Languages
1
1
Certification
11
11
years of professional experience
Work History
Insurance Specialist/Sales Agent
Fiesta Auto Insurance & Tax Service
Pasadena, TX
03.2026 - 09.2026
- Developed and maintained client relationships to enhance customer satisfaction and retention.
- Analyzed policy coverage options, providing tailored recommendations to clients based on individual needs.
- Managed documentation for policy renewals, ensuring timely communication with clients regarding their coverage needs.
- Acted as subject matter expert, answering internal, and external questions and inquiries.
- Streamlined policy management by regularly updating client information and tracking policy changes.
- Simplified complex insurance concepts for clients, facilitating informed decision-making regarding policy options.
- Supported underwriting department by meticulously reviewing applications for accuracy and risk assessment.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Presented professional image consistent with company's brand values.
Office Secretary/Receptionist
Berrones Trucking and Sons
Houston, TX
06.2024 - 03.2025
- Improved dispatcher productivity by implementing standardized procedures for handling common scenarios encountered on the job.
- Checked that each scheduled route was appropriately covered by delivery drivers.
- Acted as first point of contact and set appointments for prospective clients.
- Managed customer accounts and invoicing.
- Worked with vendors to schedule daily pickups and weekly deliveries.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Answered incoming calls, directing clients to individuals addressing specific needs.
- Kept reception area clean and neat to give visitors positive first impression.
- Expedited daily office tasks such as mail distribution, document scanning, photocopying, and data entry to ensure smooth workflow.
Office Manager
Dos Primos Insurance and Multi-Service
Houston, TX
03.2021 - 04.2024
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Improved team morale and cohesion with regular team-building activities and open communication channels.
- Established team priorities, maintained schedules and monitored performance.
Office Manager
Jr's Title and Automotive
Houston, TX
08.2015 - 02.2021
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Monitored financial transactions at the front desk, ensuring accurate billing procedures and minimizing discrepancies.
- Created weekly schedules for front office staff members to ensure appropriate coverage during peak hours or high demand periods.
- Reconciled end-of-day reports to determine accurate billing and payment processing.
- Resolved guest complaints professionally, maintaining positive relationships with customers for future business opportunities.
- Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
Education
High School Diploma -
South Houston High School
South Houston, TX06-2001
Skills
- Scheduling appointments
- File management
- File organization
- Reception oversight
- Sales support
- Reception functions
- Fast learner
- Filing and data archiving
- Office management
Certification
- Licensed- Limited Lines Agent - 01/02/2006-08/31/2028
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Insurance Specialist/Sales Agent
Fiesta Auto Insurance & Tax Service
03.2026 - 09.2026
Office Secretary/Receptionist
Berrones Trucking and Sons
06.2024 - 03.2025
Office Manager
Dos Primos Insurance and Multi-Service
03.2021 - 04.2024
Office Manager
Jr's Title and Automotive
08.2015 - 02.2021
High School Diploma -
South Houston High School