Julie Ramirez
Midland,TX
Summary
Results-oriented Insurance Agent with expertise in customer service, communication, and office organization. Builds strong client relationships while optimizing operations to enhance satisfaction. Excels in fast-paced environments, managing multiple tasks efficiently and adapting to changing priorities. Committed to delivering high-quality results under pressure and continuously seeking new challenges.
Overview
4
4
years of professional experience
Work History
Insurance Agent
Wright Agency Farmers
Midland, Texas
05.2026 - Current
- Assisted clients in selecting appropriate insurance policies based on needs.
- Educated clients on policy details and benefits of various coverage options.
- Conducted policy reviews to ensure coverage met client requirements.
- Developed strong relationships with clients to enhance customer satisfaction.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Developed appropriate quotes based on risk information.
- Utilized agency software to maintain accurate client records and documentation.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Receptionist
It Makes Cents LLC
Midland, Texas
04.2024 - 06.2024
- Greeted customers warmly upon arrival to enhance visitor experience.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Responded to customer inquiries promptly, providing accurate information on services offered.
- Scheduled and confirmed appointments and meetings for management team.
- Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
- Processed payments and updated accounts to reflect balance changes.
- Updated and recorded customer or client information to maintain accounts.
- Performed data entry tasks into various computer systems accurately and promptly.
- Coordinated meeting room bookings and arranged catering for meetings and events.
- Provided administrative support to staff members, including typing letters, filing documents, and scanning and copying documents.
- Developed and maintained a filing system for essential documents, improving office organization.
- Provided administrative support to various departments, assisting with document preparation and data entry.
Receptionist
All American Chevrolet Of Midland
Midland, Texas
07.2022 - 12.2023
- Greeted customers warmly upon arrival to enhance visitor experience.
- Welcomed customers and addressed their inquiries, guiding them to the correct departments or services.
- Responded to customer inquiries promptly, providing accurate information on services offered.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Managed multi-line phone system, directing calls to appropriate departments.
- Maintained organized reception area to ensure welcoming environment for guests.
- Coordinated appointment schedules for clients and staff, optimizing time management and reducing scheduling conflicts.
- Collaborated with team members to streamline front desk operations, enhancing overall workflow.
- Managed incoming mail distribution, courier services, faxes, and photocopying, ensuring timely and accurate processing.
- Provided administrative support to staff members by typing letters, filing documents, and scanning and copying documents.
- Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
Education
High School Diploma -
Lee HIigh School
Midland, TX05-2011
Skills
- Claims processing
- Client consultations
- Client outreach
- Customer service
- Appointment scheduling
- Scheduling
- Data entry
- Data inputting
- Document preparation
- Office organization
- Multitasking and prioritization
- Time management
- Team collaboration
- Effective communication
- Attention to detail
- Phone etiquette
- Microsoft office specialist certified
Timeline
Insurance Agent
Wright Agency Farmers
05.2026 - Current
Receptionist
It Makes Cents LLC
04.2024 - 06.2024
Receptionist
All American Chevrolet Of Midland
07.2022 - 12.2023
High School Diploma -
Lee HIigh School