Motivated professional offering customer service, multitasking, and time management abilities. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities. Meets tight deadlines. Highly-motivated employee with strong work ethic and a desire to take on new challenges.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Insurance Agent/Administrative Assistant
General Insurance Agency Inc
Dallas, TX
03/12/07 - Current
Monitored market conditions to ensure that existing policies remain competitively priced.
Maintained accurate records of all insurance transactions using computer software systems.
Monitored clients' insurance coverages to ensure changing needs were met.
Analyzed claims data to determine potential areas of improvement for policyholders' protection.
Responded quickly and accurately to inquiries from clients regarding their coverage plans.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Engaged customers and provided high level of service by carefully explaining details about documents.
Responded to customer inquiries and problems to promote great service.
Contacted underwriters and submitted forms to obtain binder coverage.
Participated in continuing education courses to stay current on industry trends and changes in regulations.
Processed payments received from clients promptly according to established procedures.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Office Manager
Monarch Medical Products
Dallas, TX
1997.08 - 2005.02
Answered phone calls, responded to emails, routed mail and coordinated courier services.
Maintained filing system for records, correspondence and other documents.
Recruited and trained new employees to meet job requirements.
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Managed office inventory and placed new supply orders.
Coded and entered daily invoices with in-house accounting software.
Implemented and maintained company protocols to facilitate smooth daily activities.
Elevated customer satisfaction ratings by promptly resolving client and case issues.
Ordered supplies and equipment to maintain adequate inventory levels.
Produced thorough, accurate and timely reports of project activities.
Administrative Assistant
Premier Cleaning Services Inc
Dallas, TX
2005.05 - 03/09/07
Managed database systems containing customer contact information.
Sorted and distributed incoming faxes, letters and emails for office distribution.
Managed incoming calls while providing information or transferring callers to appropriate personnel.
Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
Drove customer feedback to deliver information to management for corrective action.
Inventoried and ordered supplies for office.
Kept office equipment functional and supplies well-stocked to promote efficient operations.
Processed invoices for payment using accounting software applications.
Responded effectively to sensitive inquiries or complaints.
Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
Education
High School Diploma -
Richardson High School
Richardson, TX
1997-05
Skills
Lead Development
Customer Service
Account Management
Policy Writing
Certification
Property & Casualty Insurance License
Languages
Spanish
Native/ Bilingual
Timeline
Administrative Assistant
Premier Cleaning Services Inc
2005.05 - 03/09/07
Office Manager
Monarch Medical Products
1997.08 - 2005.02
Insurance Agent/Administrative Assistant
General Insurance Agency Inc
03/12/07 - Current
High School Diploma -
Richardson High School
Property & Casualty Insurance License
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