Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

JULISSA LUNA WEST

McGregor,TX

Summary

Driven professional with a proven track record in customer relations and project management, at an Insurance agency and various legal offices. Excelled in enhancing client satisfaction and streamlining operations, demonstrating exceptional verbal communication and teamwork. Achieved significant improvements in efficiency and service quality, leveraging business management skills for impactful results.

Overview

30
30
years of professional experience

Work History

Insurance Agent

Julissa West Insurance
08.2015 - Current
    • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
    • Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
    • Built strong relationships with clients through consistent communication and excellent customer service.
    • Responded to customer calls swiftly to resolve issues and answer questions.
    • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
    • Prepared and reviewed insurance applications to verify compliance with regulations.
    • Researched and identified potential new markets.
    • Conducted research and identified market trends to develop better strategies for sales.

Office Administrator

McLennan County District Attorney's Office
01.2011 - 07.2014
    • Supported office manager with proactive correspondence management, document coordination and customer relations.
    • Reported on daily office activities to help managers stay on top of dynamic conditions and make proactive decisions.
    • Trained new employees on administrative procedures, company policies and performance standards.
    • Tracked office supplies and restocked low items to keep team members on-task and productive.
    • Facilitated office productivity, coordinating personnel schedules, quality assurance and procedural improvements.
    • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
    • Maintained electronic and paper filing systems for easy retrieval of information.
    • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
    • Increased customer satisfaction through professional handling of inquiries and prompt resolution of issues.
    • Supported onboarding process for new hires, facilitating smooth transition into team.
    • Conducted initial interviews for administrative positions, helping to identify candidates aligned with company values.
    • Managed payroll processing for staff, ensuring accuracy and timely disbursement of salaries.

Office Administrator

Law Office
10.1998 - 12.2010
  • Supported office manager with proactive correspondence management, document coordination and customer relations.
  • Evaluated office documentation to check accuracy and complete missing pieces, avoiding delays and maximizing team productivity.
  • Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
  • Managed accounts and client records of clients, observing confidentiality and extreme discretion.
  • Prepared for trials, conducting legal research and drafting pleadings.
  • Developed positive working relationship with courts, clients, law enforcement members and attorneys.
  • Scheduled appointments, court appearances and depositions for busy law firm.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Interviewed and prepared intake sheets for clients in Spanish and English.
  • Handled office scheduling and made notes for deadlines, motions and other important dates.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
  • Contributed to a positive work environment by fostering strong working relationships among colleagues.
  • Increased customer satisfaction through professional handling of inquiries and prompt resolution of issues.
  • Demonstrated exceptional multitasking abilities while juggling diverse responsibilities, including reception duties and ad-hoc administrative tasks.
  • Reconciled account files and produced monthly reports.
  • Maximized office space utilization by maintaining a clean, organized work environment that encouraged productivity and efficiency.
  • Improved office efficiency by streamlining filing systems, ensuring documents were easily accessible.

Court Clerk

McLennan County Justice Of The Peace
07.1994 - 09.1998
  • Maintained docket calendar and database for Justice Court.
  • Maintained court dockets and updated disposition of cases after court hearings and trials.
  • Collected court fees and fines and recorded amounts collected.
  • Answered telephone calls, took messages and transferred calls to appropriate colleagues.
  • Processed payments for fines and fees, maintained accurate drawers, issued receipts and updated account balances.
  • Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
  • Met with judges, lawyers and police officials to coordinate functions of court.
  • Provided assistance to attorneys and court personnel in courtroom
  • Maintained organized filing systems for easy retrieval of case files and supporting documentation.
  • Managed confidential information securely, upholding the integrity of the court system.
  • Supported courtroom operations during trials, ensuring all parties had necessary materials and equipment for smooth proceedings.
  • Answered telephone calls, took messages and transferred calls to appropriate colleagues.
  • Prepared court documents for filing in alignment with established protocols to support compliance.
  • Prepared court orders and judgments for signature.
  • Reviewed court documents to process subpoenas, motions and pleadings.

Education

Associate of Applied Science - Legal Secretary/Paralegal

Executive Secretarial School
Dallas, TX
06.1994

Skills

  • Customer Relations
  • Small business operations
  • Verbal and written communication
  • Client Service
  • Project Management
  • Operations Management
  • Business Management
  • Business Planning
  • Staff Management
  • Business Administration
  • Customer Service
  • Teamwork and Collaboration

Languages

Spanish
Native or Bilingual

Timeline

Insurance Agent

Julissa West Insurance
08.2015 - Current

Office Administrator

McLennan County District Attorney's Office
01.2011 - 07.2014

Office Administrator

Law Office
10.1998 - 12.2010

Court Clerk

McLennan County Justice Of The Peace
07.1994 - 09.1998

Associate of Applied Science - Legal Secretary/Paralegal

Executive Secretarial School

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JULISSA LUNA WEST