Lisa Lopez
Insurance Sales
San Angelo,TX
Summary
Office Manager and Life Insurance Representative with extensive experience at leading companies including AIG, Aflac, and Farmers Insurance. Proven ability to enhance operational efficiency and build strong client relationships. Expertise in office administration, conflict resolution, and resource allocation, ensuring seamless workflows and exceptional customer service. Committed to driving performance and implementing effective policies.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Office Manager/ Insurance Agent
AIG, Aflac, Farmers Insurance
Houston, TX
01.1982 - 12.2018
- Streamlined office operations to boost workflow and efficiency.
- Facilitated communication between clients and insurance agents for prompt resolution of inquiries.
- Maintained organized office environment, upholding high professionalism standards.
- Educated clients on life insurance products, tailoring coverage options to individual needs.
Education
Certified Professional Secretary
Houston Community College
Houston, TX03-1985
Skills
- Office management
- Customer relationship management
- Office administration
- Conflict resolution
- Attention to detail
- Problem solving
- Meeting planning
- Policy and procedure modification
- Administrative support
- Policy implementation
- Proposal writing
- Organizational skills
- Travel coordination
- Customer service
Affiliations
- Walk 3-5 times a week normally 2-3 miles along with my dog
- Volunteer at Catholic Charities at Front Desk or wherever needed 1 a week or more
- Assist with my Elderly Aunt of 94 yrs old - daily care
Certification
- Group I Life Insurance License
- Accident and Health/Life Insurance License
Languages
Spanish
Native/ Bilingual
Timeline
Office Manager/ Insurance Agent
AIG, Aflac, Farmers Insurance
01.1982 - 12.2018
Certified Professional Secretary
Houston Community College
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