LAJEANA TEAGUE
Waxahachie,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Digital Account Manager
Acrisure
Remote, TX
10.2024 - Current
- Coordinate client reports and data uploads to enhance database accuracy and efficiency
- Set up appointments with clients to ensure timely communication and follow-up
- Compile detailed reports for accounting and insurance purposes to support policy renewals
- Update certificates and manage compliance forms to ensure regulatory adherence
- Respond to coverage inquiries promptly and provide clear and informative client communication
- Collaborate with team members for timely updates and client satisfaction
- Assisted with customer requests and answered questions to improve satisfaction.
- Worked with cross-functional teams to achieve goals.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Office Manager/ Bookkeeper
MTC Construction
Waxahachie, TX
06.2003 - 07.2025
- Managed office functions to ensure smooth operations and efficient communication
- Resolved billing issues to achieve timely financial accuracy
- Administered QuickBooks for precise financial record-keeping
- Enhanced document management for audit compliance
- Analyzed financial reports to improve budget forecasting
- Scheduled appointments and handled vendor calls
- Maintained accurate records of contracts, invoices, and project documentation.
Insurance Sales Representative
Branding Iron Insurance Agency
Italy, TX
05.2001 - 06.2003
- Followed sales leads and scheduled appointments with prospective customers.
- Interviewed prospective clients to learn about their financial needs and discussed any existing coverage.
- Processed applications, payments, corrections, endorsements, and cancellations.
- Promoted agency products to customers in person, on the telephone, and in writing.
- Prepared necessary paperwork to process insurance sales and renewals.
- Researched coverage and premium options and supplied clients with the best coverage available.
- Pursued continuing education and training programs to continue professional development.
Life Insurance Service Representative
Gibraltar Group
Highland Park, TX
04.2000 - 03.2001
- Presented account proposals in a professional and timely manner.
- Followed up with potential clients regarding online information requests.
- Coded claim forms and mediated disputes between carriers and clients.
- Kept records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
- Assisted customers with phone and email requests for assistance, including policy changes and certificates of insurance.
- Conducted research to complete service requests.
- Modified and updated policies and claims to account for changing beneficiaries, coverage amounts, and types of insurance.
- Completed accurate calculations of premiums, refunds, and adjustments in line with insurance rate standards.
- Maintained good working relationship with co-workers and management.
Life Insurance Agent
American General
Waxahachie, TX
10.1999 - 02.2000
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
- Presented and clearly explained insurance policy options to clients based on their needs and goals.
- Communicated with insurance company regarding submitted applications.
- Kept abreast of product updates and underwriting guidelines.
- Provided client tracking of services performed and referrals made using appropriate reporting system.
- Handled private information in a sensitive and professional manner.
Education
Leonards Training Program -
Leonards Training Program
ArlingtonHIGH SCHOOL DIPLOMA -
Blue Ridge HS
Blue RidgeSkills
- QuickBooks
- Customer Service
- Invoice Processing
- Accounting
- Organization
- Cash Management
- Scheduling
- Administration
- Problem Solving
- Insurance Sales
- Applied Epic Systems
- NICE Phone System
- Multitasking
- Critical thinking
- Planning
- Training & Development
- Problem-solving
- Analytical
- Time management
- Attention to detail
- Account management
- Data analysis
- Customer relationship management
- Financial reconciliation
- Document management
- Problem solving
- Detail orientation
- Relationship building
- Financial statement review
- Due diligence
- Appointment scheduling
- Adaptability
- Presentation development
- Basic accounting
- Inventory control
- Accounting skills
- Writing reports
- AP/AR proficiency
- Budget management experience
- Document preparation efficiency
- Expense reporting
- Reception management
- Detail-oriented approach
- Project coordination expertise
- Meeting support
- Travel coordination
- Records management
- Clerical support
- Client relations
- Multi-line telephone systems
- Internet research
- Social media
Certification
Property & Casualty License
Timeline
Digital Account Manager
Acrisure
10.2024 - Current
Office Manager/ Bookkeeper
MTC Construction
06.2003 - 07.2025
Insurance Sales Representative
Branding Iron Insurance Agency
05.2001 - 06.2003
Life Insurance Service Representative
Gibraltar Group
04.2000 - 03.2001
Life Insurance Agent
American General
10.1999 - 02.2000
Leonards Training Program -
Leonards Training Program
HIGH SCHOOL DIPLOMA -
Blue Ridge HS