Dynamic Office Manager at Good Life Insurance with expertise in customer service and bookkeeping. Proven ability to enhance team performance and resolve client issues effectively. Skilled in data collection and scheduling, I foster collaboration and adapt quickly to new technologies, ensuring operational excellence and high satisfaction levels.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Office Manager/Receptionist
Good Life Insurance
Clemmons
10.2024 - Current
Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Responded to customer inquiries and problems to promote great service.
Provided customers with information regarding plan features, pricing, and availability.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Contacted underwriters and submitted forms to obtain binder coverage.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Assessed customer risk levels and recommended appropriate coverage options.
Sought out new clients and developed clientele by networking to find new customers.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Managed household errands and other essential duties.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Conducted research to identify competitive rates and benefits offered by other providers.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Voluntary Tutor
N/A
High Point
01.2018 - Current
Developed and implemented individualized learning plans for students.
Conducted assessments of student progress and maintained accurate records of tutoring sessions.
Encouraged positive behavior management strategies among students.
Collaborated with teachers to ensure appropriate curriculum alignment.
Assisted with the development of lesson plans that met the needs of individual learners.
Researched instructional materials available online to supplement classroom lessons.
Real Estate Assistant
Private Realty Group
High Point
06.2021 - 08.2024
Assisted real estate agents with scheduling appointments, conducting market research and preparing sales documents.
Collected feedback from customers after closing deals in order to improve services provided by the agency.
Assisted realtors with private viewings, enabling clients to see available properties.
Coordinated listing photography sessions to present properties to general public.
Compiled data from multiple sources to create detailed reports on the local housing market.
Cleaning Crew Member
Gremlin Power washing company
High Point
03.2021 - 11.2023
Swept and mopped floors in public areas.
Vacuumed carpets, furniture, and upholstery.
Cleaned windows, door frames, and sills.
Dusted furniture, fixtures, and other surfaces.
Emptied trash cans and replaced liners.
Stocked restrooms with paper products and soap dispensers.
Sanitized all restroom fixtures including sinks, toilets, urinals, mirrors, walls and floors.
Washed dishes by hand or loaded dishwashers for washing.
Maintained janitorial closets in a clean, organized manner.
Transported waste to designated disposal sites according to safety protocols.
Inspected facilities regularly for signs of wear or damage.
Education
High School Diploma -
Acellus
05-2024
Some College (No Degree) - Medical Billing And Coding
Penn Foster Career School
Scranton, PA
01-2024
Some College (No Degree) - Insurance
ExamFX
Skills
Phone and Email Etiquette
Easily adaptable to new technology
Flexible Schedule
Teamwork and Collaboration
Scheduling
Data Collection
Adaptive team player
High-energy attitude
Courteous demeanor
Reading Comprehension
Office management
Customer service
Bookkeeping
Market research
Payment processing
Problem solving
Data entry
Scheduling and calendar management
Sanitation practices
Certification
Insurance Agent Certification (In Progress)
Certified in Microsoft: Excel, Word, Powerpoint
Affiliations
Painter (Intermediate)
Reader (Advance)
Golfer (Beginner)
Nail Tech (Beginner)
Voluntary Construction Crew Member (For Chosen Religion)
Languages
English
Professional
Spanish
Limited
References
References available upon request.
Timeline
Office Manager/Receptionist
Good Life Insurance
10.2024 - Current
Real Estate Assistant
Private Realty Group
06.2021 - 08.2024
Cleaning Crew Member
Gremlin Power washing company
03.2021 - 11.2023
Voluntary Tutor
N/A
01.2018 - Current
High School Diploma -
Acellus
Some College (No Degree) - Medical Billing And Coding