Summary
Overview
Work History
Education
Skills
Timeline
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Lindsay Marriott

Weatherford,TX

Summary

Adept at fostering client relationships and enhancing customer satisfaction, my tenure at BC Insurance of Texas underscored my ability to excel in client account management and critical thinking. With a proven track record in sales and data integrity, I bring a blend of professionalism and customer service expertise to any team.

Overview

28
28
years of professional experience

Work History

Insurance Agent

BC Insurance of Texas
01.2021 - 06.2023
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.

Salesperson

Cavender's Boot City
09.2001 - 08.2022
  • Worked to build relationships with customers and built potential for additional sales.
  • Developed relationships with clients for increased loyalty and repeat business.
  • Boosted sales by consistently engaging with customers and addressing their needs effectively.
  • Collaborated with team members to reach collective sales goals, fostering a supportive work environment.

Accounts Payable Clerk

Franklin ISD
07.2007 - 05.2018
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment.
  • Prepared vendor invoices and processed incoming payments.
  • Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
  • Maintained good working relationships with vendors and resolved disputes.
  • Maintained high level of data integrity by consistently updating vendor information in the system accurately.
  • Reviewed employee expense reports against company policies, safeguarding corporate funds from misuse.
  • Evaluated financial records to detect errors and discrepancies.
  • Aided audit preparation efforts by maintaining organized records and promptly addressing auditor inquiries.

Secretary

Dr. Jones Dermatology
12.2005 - 04.2007
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Maintained daily report documents, memos and invoices.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.

Vet Technician Assistant

Sunset Canyon Vet
09.2002 - 10.2004
  • Improved clinic efficiency by maintaining clean and organized workspaces for the veterinary team.
  • Performed laboratory tasks, such as blood draws and sample analysis, contributing to accurate diagnostics for patients.
  • Provided compassionate care to animals, ensuring a positive experience during their visits to the clinic.
  • Greeted pet owners and went over available services, outlined costs, and determined special needs of animals under care.
  • Streamlined record-keeping processes, updating patient files accurately and efficiently after each visit.
  • Enhanced patient care by assisting with medical procedures, including administering medications and vaccinations.
  • Managed appointment scheduling effectively, optimizing time management for both staff members and clients while minimizing wait times.
  • Promoted client satisfaction by addressing concerns promptly and educating pet owners on animal health issues.
  • Maintained inventory levels of medical supplies, reducing stock shortages and ensuring timely delivery of necessary items for patient care.
  • Processed new patients and updated client records with key information using standardized registration systems and encrypted databases.
  • Restrained animals to protect veterinarians from potential harm.

Riding Instructor

Flying J Ranch
06.1995 - 05.2001
  • Collaborated with barn staff to ensure optimal care for horses used in riding lessons.
  • Supported beginner riders in overcoming fears and insecurities through patience, encouragement, and expert guidance.
  • Contributed to stable maintenance by assisting with grooming tasks as necessary before or after lessons.
  • Enhanced rider safety by implementing structured lesson plans and providing clear instructions.
  • Promoted a positive learning environment, fostering relationships between riders and their horses.
  • Continually expanded own knowledge of riding techniques and teaching methods through professional development opportunities.
  • Assisted riders in setting attainable goals, tracking progress, and celebrating achievements.
  • Established trust with clients by demonstrating reliability, punctuality, professionalism, and genuine passion for equestrian education.
  • Taught proper communication and riding commands for optimal control and safety around horses.
  • Cleaned and maintained facility with Number horses and adhered to veterinary visit schedule, feeding routines, and cleaning practices.
  • Created interactive activities to engage students and maximize learning.

Education

Wimberley High School
Wimberley, TX

Texas State University
San Marcos, TX

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Client relations
  • Account management
  • Client account management
  • Data entry
  • Critical thinking

Timeline

Insurance Agent

BC Insurance of Texas
01.2021 - 06.2023

Accounts Payable Clerk

Franklin ISD
07.2007 - 05.2018

Secretary

Dr. Jones Dermatology
12.2005 - 04.2007

Vet Technician Assistant

Sunset Canyon Vet
09.2002 - 10.2004

Salesperson

Cavender's Boot City
09.2001 - 08.2022

Riding Instructor

Flying J Ranch
06.1995 - 05.2001

Wimberley High School

Texas State University

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Lindsay Marriott