Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Office Manager - Insurance Agent
Barbara Coleman State Farm Insurance
06.2013 - 03.2019
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance or personnel.
Maintained computer and physical filing systems.
Served as a liaison between the agent and staff members, facilitating open channels of communication to address concerns or issues promptly.
Established performance goals for employees and provided feedback on methods for reaching those milestones.
Processed life insurance claims
Processed life insurance loans
Processed tow claim reimbursements
Insurance Sales Representative
Chris Nickas State Farm Insurance
02.2010 - 06.2013
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Evaluated competitors' products and services to gain competitive advantage.
Leveraged referrals from satisfied clients, capitalizing on word-of-mouth marketing to grow the book of business substantially over time.
Developed comprehensive financial plans for clients, incorporating insurance products as part of a holistic strategy for managing risk.
Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Top sales representative for banking products in Jacksonville
Insurance Sales Representative
Barbara Coleman State Farm Insurance
09.2005 - 09.2007
Educated clients on various insurance products, empowering them to make informed decisions that suit their needs.
Expanded the company''s client base through targeted outreach and networking efforts.
Collaborated with underwriters to customize policies and ensure accurate risk assessment.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Top sales representative for life insurance in 2006.
Lead sales representative for banking products.
Education
High School Diploma -
Orange Park High School
Orange Park, FL
06.1998
Skills
Office Management
Proposal Writing
Decision-Making
Managing Operations and Efficiency
Customer Relationship Management
Workflow Optimization
Employee Supervision
Training and coaching
Data Entry
Hiring and Training
Computer Skills
Performance reviewing
Certification
2-20 Resident General Lines License
2-15 Life, Health, and Variable Annuities License
Timeline
Office Manager - Insurance Agent
Barbara Coleman State Farm Insurance
06.2013 - 03.2019
Insurance Sales Representative
Chris Nickas State Farm Insurance
02.2010 - 06.2013
Insurance Sales Representative
Barbara Coleman State Farm Insurance
09.2005 - 09.2007
High School Diploma -
Orange Park High School
2-20 Resident General Lines License
2-15 Life, Health, and Variable Annuities License
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