JUNIE TAUBIN
Katy
Summary
Proactive professional with strong organizational and administrative skills in office management. Known for enhancing client communication and maintaining confidentiality while managing resources effectively. Committed to delivering exceptional customer service and operational excellence.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Office Manager
ANN TRAN INSURANCE
Houston, TX
04.2024 - Current
- Streamlined office operations to enhance efficiency and reduce administrative delays.
- Managed scheduling, ensuring optimal use of resources and personnel availability.
- Developed and maintained filing systems for improved document retrieval and organization.
- Supervised a team of administrative staff, fostering collaboration and professional development.
- Implemented process improvements that increased workflow productivity across departments.
- Coordinated communication between clients and insurance agents to ensure service excellence.
- Oversaw budget management for office supplies, reducing costs while maintaining quality standards.
- Led training programs for new hires, enhancing onboarding experience and operational knowledge.
- 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.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Insurance Agent
ANN TRAN INSURANCE
Houston, TX
01.2020 - 04.2024
- Developed personalized insurance plans to meet client needs and improve customer satisfaction.
- Conducted thorough policy reviews, ensuring compliance with regulations and accuracy of information.
- Provided expert guidance on coverage options, enhancing clients' understanding of products and benefits.
- Implemented marketing strategies that increased client engagement and expanded customer base.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Cross-sold insurance products to existing clients to reach sales targets.
Private Tutor
Self-employeed
08.2015 - 12.2017
- Implemented effective teaching strategies to enhance academic performance and motivation.
- Taught students remotely using online video chat platform and other delivery channels.
- Supported students with helpful study habits and exam strategies.
Receptionist
LE NAM LAWYER
HO CHI MINH CITY, VIETNAM
05.2017 - 08.2017
- Managed front desk operations, ensuring efficient client flow and exceptional customer service.
- Coordinated scheduling for attorneys and clients, optimizing time management and reducing wait times.
- Handled multi-line phone system, directing calls to appropriate departments with professionalism.
- Maintained detailed records of client interactions and appointments using legal management software.
Education
Bachelor of Science - Finance
University of Houston
Houston, TX05-2020
Associate of Science -
Lone Star College
Houston, TX12-2017
Skills
- Customer service
- Office management
- Organizational skills
- Office administration
- Customer relations
- Billing
- Scheduling and calendar management
- Administrative support
- Payroll processing
- Bookkeeping
- Document management
- Staff hiring
Certification
- P&C License - [Timeframe]
Languages
English
Vietnamese
Timeline
Office Manager
ANN TRAN INSURANCE
04.2024 - Current
Insurance Agent
ANN TRAN INSURANCE
01.2020 - 04.2024
Receptionist
LE NAM LAWYER
05.2017 - 08.2017
Private Tutor
Self-employeed
08.2015 - 12.2017
Bachelor of Science - Finance
University of Houston
Associate of Science -
Lone Star College