Dedicated professional with strong customer service skills and a proven ability to resolve issues efficiently. Experienced in maintaining organized records and managing client interactions to deliver exceptional support.
Overview
1
1
Certification
23
23
years of professional experience
Work History
Insurance Processor
Moreman & Moore Insurance & Risk Advisors
Shreveport, LA
05.2025 - Current
Processed insurance applications accurately and efficiently.
Reviewed policy documents for compliance and ensured completeness to support timely processing.
Communicated with clients to gather necessary information.
Organized and maintained records of client interactions and documentation for improved accessibility.
Assisted in updating client files within the management system.
Responded promptly to client inquiries and resolved issues to enhance customer satisfaction.
Maintained organized records of client interactions and claim statuses.
Marketing Assistant
Higginbotham Insurance Agency
Bossier City, Louisiana
03.2022 - 05.2025
Collaborated with team members to refine marketing strategies and tactics.
Provided administrative support to the Marketing Manager on a daily basis.
Reviewed policy documents for completeness and compliance.
Prepared reports related to the processing of insurance claims for management review.
Researched and responded to inquiries regarding coverage and eligibility for benefits.
Used insurance rate standards to calculate premiums, refunds, commissions and adjustments.
Drafted statements of loss to summarize payments, underlying policy coverages and damages.
Accounting Clerk
Bossier Federal Credit Union
Bossier City, Louisiana
02.2020 - 03.2022
Resolved account inquiries for members, ensuring timely support and satisfaction.
Processed ACH transactions efficiently and accurately for multiple clients.
Reconciled bank statements to ensure accurate account balances.
Managed processing of invoices, payments, and statements to maintain timely financial operations.
Assisted with the preparation of month-end close activities including journal entries, reconciliations, accruals.
Executed daily general ledger entries to ensure accurate recording of financial transactions.
Reviewed and verified expenses against financial records to ensure accuracy.
Account Representative
Allstate Insurance Co
Bossier City, Louisiana
12.2016 - 02.2020
Coordinated policy renewals and updates for existing customers.
Managed client accounts, strengthening relationships to ensure customer satisfaction.
Collaborated with team members to streamline service delivery processes, improving efficiency.
Responded quickly to customer inquiries via phone or email.
Proactively addressed complex customer issues, maintaining strong rapport with customers and internal departments.
Participated in training programs designed to enhance job knowledge.
Maintained detailed records of all client communications.
Manager, Sales and Customer Support
Metabolic Research Center
Shreveport, LA
08.2003 - 12.2016
Trained staff on product knowledge and communication techniques to improve customer interactions.
Provided one-on-one coaching sessions to motivate and support client progress.
Utilized goal-setting techniques to enhance client accountability and commitment.
Created an encouraging environment that fosters motivation and accountability in order to achieve desired results.
Monitored client progress regularly through phone and email, providing support and guidance to enhance program outcomes.
Coached individuals in setting short-term goals which were achievable within a reasonable timeframe.
Developed personalized plans for clients with tailored goals and action steps to address individual needs.
Education
Associate of Applied Science - General Studies
Bossier Parish Community College
Bossier City, LA
12-2023
Bachelor of Science - Addiction Studies
Northwestern State University of Louisiana
Natchitoches, LA
05-2026
Skills
Data analysis
Microsoft Excel
Recordkeeping
Project management
Problem resolution
Customer service
Ability to effectively organize
Multitasking capacity
Effective communication
Strong Interpersonal Skills
Certification
Property & Casualty Insurance License Series 106: 2016-Present
Nasm Certified Personal Training Certificate: 2015-Present
Affiliations
Current CASA Advocate: 2024-Present
Volunteer Christmas in the Sky (SRAC): 2024-Present