P&C Licensed Insurance Agent looking for a position in the insurance industry in underwriting or sales. I also have experience in administrative assistance.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Benefits Coordinator
Mgc Group, A Gallagher Company
08.2022 - 06.2025
First point of contact for Independent Insurance Agent contractors
Explanation of Benefits through GOTOWEB portal
Servicing over 12 benefits for enrollments to new and existing self contractors and their staff members
Adding and terminating benefit requests through each carrier’s website
Submitting claim forms to carriers
Updating product sheets and guidebooks accordingly
Processing vendor invoices through Circulus and expense reports through Concur
Coordinating Travel arrangements for mgc CEO through Egencia portal
Answering customer service questions through phone calls and email
Served as primary point of contact for employee benefits inquiries, resolving issues promptly and accurately.
Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
Administrative Assistant
RT Specialty, LLC
03.2020 - 03.2022
Answer main telephone for the Dallas office. Disperse phone calls properly to Broker.
Greet all visitors and direct to scheduled Broker Team and also to conference room.
Arrange office meetings
Schedule carrier visits to Dallas office as requested by Broker Teams as well as coordinating details with carrier
Maintain calendar conference room schedules
Receive and open mail or packages as well as distribute to the proper recipient
Responsible for ordering supplies for the office and employees
Adding employee data to the access card system for building and office entry
Scheduling orders for in office catering
Submitting requests to building management for any maintenance issues
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Provided clerical support to company employees by copying, faxing, and filing documents.
Bilingual Travel Reservationist
Mary Kay (Corporate office)
04.2019 - 08.2019
Handled incoming and outbound calls
Responded to emails regarding hotel reservations
Provided general support on hotel reservations
Managed cancellations and updates on reservations
Administrative Assistant
El Coronel Auto Insurance
02.2018 - 10.2018
Answered direct phone calls
Write and distribute email correspondence memos, letters, faxes and forms
Assist in the preparation of regularly scheduled reports
Developed and maintained a filing system
Updated and maintained office policies and procedures
Order office supplies and research new deals and suppliers
Maintained contact lists
Submit and reconcile expense reports
Provided general support to visitors
Managed meetings and scheduled appointments
Processed payroll for estimated 15-20 employees
Book travel arrangements
Coordinate office activities
Pre-Employment Business Analyst
JPMORGAN CHASE
04.2012 - 08.2017
Submitted more than 500 background checks per month
Worked with HR in providing verification results for candidates in the hiring process
Assisted supervisor with additional requests
Administrated the ordering of office supplies
Conducted Criminal History Record searches
Analyzed findings of reports to support applicant recommendations
Assessed and advised the Human Resources with results of background checks
Maintained strict compliance with established federal standards
Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.