Lisa Bond
El Campo,TX
Summary
Proven leader and effective problem-solver with extensive experience at American National Insurance Company. Excelled in enhancing client relationships and operational efficiency, demonstrating exceptional organizational skills and attention to detail. Achieved continuous improvement and team development, leveraging expertise in MS Office and excellent communication to drive results. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Office Manager position. Ready to help team achieve company goals. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
36
36
years of professional experience
Work History
Inner Office Consultant
American National Insurance Company
02.2019 - 10.2024
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Collected, arranged, and input information into database system.
- Generated reports detailing findings and recommendations.
- Educated staff on organizational mission and goals to help employees achieve success.
- Travel to District Offices throughout Company to assist with training new inner office personnel.
- Help update Inner Office Procedures
- Attend yearly meetings
- Set up and organize files as well as making sure District Offices are in compliance with retention.
Office Manager
American National Insurance Company
03.2010 - 10.2024
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Assisted in recruitment process, conducting interviews and onboarding new employees to promote seamless integration into team dynamic.
- Served as liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
- Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
- Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Review and approve time sheets weekly.
- Accounting: reconcile bank statements monthly, balancing out agent's accounts and making deposits daily.
National Field Office Assistant
American National Insurance Company
03.2001 - 03.2010
- Streamlined office operations by implementing efficient filing and organizational systems.
- Managed correspondence effectively, ensuring that incoming mail was directed appropriately within organization.
- Organized travel arrangements for field team members, optimizing schedules to minimize disruptions to ongoing projects.
- Managed incoming calls and inquiries, providing prompt assistance to clients and colleagues.
- Contributed to a positive work environment by maintaining professional relationships with colleagues from diverse backgrounds.
- Processed expense reports for field team members, leading to improved financial tracking.
- Served as a liaison between field staff and management, addressing concerns promptly and professionally.
- Input data into spreadsheets and databases.
- Reviewed files, records and other documents to obtain information to respond to requests.
- Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
- Processed incoming and outgoing mail and packages according to established procedures.
- Purchased and maintained office supplies.
Office Administrator
American National Insurance Company
02.1989 - 03.2001
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Contributed to a positive work environment by fostering strong working relationships among colleagues.
- Increased customer satisfaction through professional handling of inquiries and prompt resolution of issues.
- Reconciled account files and produced monthly reports.
- Reduced administrative errors by diligently proofreading office documents and maintaining accurate records.
- Maximized office space utilization by maintaining clean, organized work environment that encouraged productivity and efficiency.
- Improved workplace efficiency with regular maintenance of office equipment and proactive troubleshooting of technical issues.
- Assisted in creation of performance reports, providing insights that informed management decisions.
- Oversaw inventory management, ensuring office supplies were adequately stocked without over ordering.
- Maintained confidentiality of sensitive information, adhering to strict data protection policies.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Education
Associate of Arts - Teaching
Houston Community College
Houston05.2012
Skills
- Attention to Detail
- Integrity and Honesty
- Work Planning and Prioritization
- Continuous Improvement
- Performance Assessments
- Multitasking Abilities
- Time Management
- Multitasking
- Team Leadership
Timeline
Inner Office Consultant
American National Insurance Company
02.2019 - 10.2024
Office Manager
American National Insurance Company
03.2010 - 10.2024
National Field Office Assistant
American National Insurance Company
03.2001 - 03.2010
Office Administrator
American National Insurance Company
02.1989 - 03.2001
Associate of Arts - Teaching
Houston Community College
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