Karla Benitez
Stafford,VA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Office Management
Brandon E Wince Insurance Agency
Woodbridge
08.2017 - Current
- Preside over the Commercial Insurance Dept: work with the contractors and help complete tasks such as fill out applications, payroll, audits, etc
- Coordinate the activities of other the other agents
- Recruit, hire, and train workers to fill specific roles aimed at meeting the goals established
- Monitor performance to ensure all workers are achieving monthly sales quotas
- Expand the company’s customer base by sourcing and communicating with potential clients.
Bookkeeper
Party City
Woodbridge
09.2013 - 08.2017
- Provided on-the-job training for the new employees
- Revised invoices, payments, and deposits
- Prepared orders and paperwork while maintaining an organizational workspace
- Worked with customers’ in-person and over the phone
- Completed daily store operations and processed accounts receivable/payable in a timely manner.
Insurance Agent
Brandon E Wince Insurance Agency
Woodbridge
- Build rapport with Loan Officers, Realtors, new/existing/potential clients, etc
- Cross-selling/promoted policies to new and existing clients that best suited their needs
- Ensured all paperwork is filled out and properly fill in order to put policies in place and that all policy requirements are met
- Calculated premiums and established payment methods best suited for the client
- Maintain bookkeeping, databases, etc
- Resolved issues between clients and the billing department
- Maintained an 85% or higher in monthly quotas.
Education
High School Diploma -
Freedom High School
Woodbridge, VA06-2013
Skills
- Over 7 years in the Insurance Industry with experience in Management, Bookkeeping, and over 3 years in Public Notary Services
- Over 7 years of experience in data entry and use of Microsoft Office (Word, PowerPoint, Excel, etc)
- Creative problem solver, big picture thinker, instructor, team leader, and communicator with a proven ability to develop strategies which increase accuracy and efficiency while substantially heightening performance levels
- Quick study, with an ability to easily adapt and put into action new ideas, concepts, methods, and technologies
- Fluently read, write, and speak both English and Spanish
- Inventory Control
- Customer Service
- Team Supervision
- Office Administration
Certification
- Notary Public
Languages
Spanish
Native/ Bilingual
Timeline
Office Management
Brandon E Wince Insurance Agency
08.2017 - Current
Bookkeeper
Party City
09.2013 - 08.2017
Insurance Agent
Brandon E Wince Insurance Agency
High School Diploma -
Freedom High School
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