Lindsey Briones

• Greeted and assisted customers to foster positive experiences.
• Updated internal databases with current contact information for all key contacts within each account.
• Listened to customer needs to identify and recommend best products and services.
• Monitored customer accounts to ensure timely payment of invoices and resolve any discrepancies or issues that arise.
• Assisted Account Managers in managing client relationships and resolving customer service issues.

•Requested and processed loss run history reports.

•Strengthened policy visibility by engaging with Carriers.

•Managed reception area and provided excellent customer service.

•Rate new and existing client policies

• Monitored clients' insurance coverages to ensure changing needs were met.
• Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
• Contacted underwriters and submitted forms to obtain binder coverage.
• Assessed customer risk levels and recommended appropriate coverage options.
• Explained complex technical terms related to insurance plans in simple language for easy understanding.
• Maintained accurate records of all insurance transactions using computer software systems.
• Prepared documents such as applications, endorsements, renewals, cancellations, certificates or other forms required by law or company procedures.
• Explained coverage options to potential policyholders, answering questions or concerns.

• Delivered sales and service to existing customer base in fast-paced insurance environment.
• Delivered sales growth across personal and commercial insurance products, including auto, home, boats, umbrella protection, and more.
• Created customized insurance quotes tailored to client needs.
• Cultivated client relationships and provided necessary follow-ups.
• Delivered timely, precise, and amiable assistance to clients.
• Performed reception tasks efficiently.

• Facilitated updates to customer policy information.
• Processed premium payments from customers.
• Handled incoming phone interactions efficiently.
• Responded to all voicemail communications in a timely manner.
• Stayed updated on latest product developments.
• Conducted follow-up calls to sustain client relationships.
• Deliver ongoing support to insurance clients as necessary.
• Demonstrated exceptional phone communication skills.
• Delivered exceptional customer support expertise.
• Collaborates effectively with colleagues.
• Adapted communication strategies to address customer objections effectively.
• Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
• Directed customer inquiries to appropriate department personnel.
• Scheduled appointments between clients and customers and internal staff members.

• Transacted and reconciled insurance carrier commission statements and payments.
• Employed software automation to enhance process efficiencies.
• Exhibited professionalism through consistent demeanor and polished appearance.
• Cultivated strong ties with carriers and profit centers to maintain efficient operations.
• Fostered collaboration and knowledge exchange among team members.
• Demonstrated problem-solving skills by confidently addressing challenging assignments.
• Consistently meets deadlines, ensuring timely project completion.
• Builds trust by demonstrating honesty and integrity.
• Fostered robust client connections by offering customized solutions.
• Foster positive and motivating work environment.
• Innovates by creating new and enhanced internal processes.
• Advocated for top-tier talent through strategic identification and referrals.
• Demonstrated leadership by making swift decisions to enhance workflows.
• Tailored communication strategies to meet the specific needs of various target groups.

• Drafted and revised correspondence, reports, presentations, and various documents as required.
• Coordinated executive schedules including appointments, meetings, and travel arrangements.
• Managed office supplies inventory through timely orders.
• Filtered executive communications, ensuring accuracy in responses.
• Developed organized filing systems electronically and physically for seamless document retrieval.
• Ensured confidentiality of sensitive information with strict adherence to data protection protocols.
• Coordinated board meeting logistics including agenda preparation, materials distribution, and minute recording.
• Exhibited expertise in utilizing diverse software applications to craft documents, spreadsheets, presentations, and reports efficiently.
• Managed inventory records, assessing stock levels through historical usage patterns.
• Cultivated positive relationships with key stakeholders (e.g., clients, suppliers, business partners) through effective communication and timely resolution of issues
• Managed multiple calendars simultaneously, prioritizing appointments/meetings based on urgency/importance to optimize executives' time
• Managed office supplies inventory and placed orders when necessary.
• Ensured efficient operation of office equipment such as printers, copiers and fax machines.
• Developed and maintained filing systems for confidential documents and records.

• Coordinated travel arrangements including flights, accommodations, and transportation for domestic and international trips
• Screened phone calls, emails, and other correspondence on behalf of the owner, prioritizing urgent matters and providing timely responses
• Managed complex calendars and scheduling for the owner, ensuring all appointments were organized and conflicts were resolved
• Handled confidential information with utmost discretion and maintained strict confidentiality at all times
• Took minutes during meetings to accurately capture discussions points, action items, decisions made etc
• Maintained an efficient filing system both electronically and physically to ensure easy retrieval of documents when needed