Highly motivated and result-driven professional. Looking to obtain a position in which will utilize my skills for advancement, growth, and learning opportunities.
Overview
13
13
years of professional experience
Work History
Personal Lines Specialist, Sales Producer
Shepherd Insurance Group
02.2024 - Current
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.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Cross-sold insurance products to existing clients to reach sales targets.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Sales Producer, Office Manager
Allstate Insurance, Byrne Agency
01.2021 - 02.2024
Ensured compliance with all applicable laws, regulations, industry standards.
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Maintained accurate records of all insurance transactions using computer software systems.
Counseled prospects and policyholders on coverage, limits and regulations.
Order Entry
Winston Brands
01.2019 - 01.2021
Assisted with customer requests and answered questions to improve satisfaction.
Identified needs of customers promptly and efficiently.
Used technology resources to assist customers in locating and selecting items.
Adhered to company initiatives and achieved established goals.
Worked with fellow sales team members to achieve group targets.
Handled customer complaints in a professional manner.
Ingredient Procurement Assistant
Hampshire Pet Products
01.2018 - 01.2019
Assisted in reviewing and analyzing potential vendors to determine the most suitable for procurement of goods and services.
Managed monthly purchase order shipments by deadline and cancellation dates.
Ensured that all purchases are made according to company policies and procedures.
Financial Coordinator, Dental Assistant
Uncommon Orthodontics- Dr. Jamie
01.2016 - 01.2018
Effectively communicated answers regarding billing, treatment and scheduling by phone and in-person
Presented payment plans to potential patients
Provided support services such as stocking rooms with supplies, cleaning trays and changing linens between patients.
Took preliminary impressions of patient teeth to prepare for custom impressions and fabrication of permanent dental work.
Took digital X-rays of teeth using radiographic equipment.
Documented patient records during procedures and added notes taken to treatment chart.
Receptionist
Express Employment
04.2016 - 01.2017
Responded promptly to emails from customers and other departments within the organization.
Welcomed visitors and customers by greeting and answering or directing inquiries.
Assisted with administrative tasks such as data entry into company databases.
Handled diverse needs for clients in-person, by phone or through email.
Supported HR team by conducting new hire orientations or onboarding sessions for new employees.
Receptionist- Lead Dental Assistant
Associates of Dental Arts, Dr. Gregory Kivett
08.2012 - 01.2015
Maintained business office inventory and equipment by checking stock for needed supplies.
Greeted visitors entering establishment to determine nature and purpose of visit.
Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
Scheduled and confirmed appointments and meetings for management team.
Took digital X-rays of teeth using radiographic equipment.
Documented patient records during procedures and added notes taken to treatment chart.
Helped maintain inventory levels of all dental supplies used in day-to-day operations.
Educated patients on treatment procedures and post-procedure home care.
Took medical and dental history and recorded vital signs of patients.
Provided chair-side assistance during dental examinations and procedures to boost efficiency and calm nervous patients.
Education
Property & Casualty Licensed in Kansas & Oklahoma -
NA
Life & Health Licensed in Kansas -
NA
Graduate -
Joplin Highschool
01.2012
Skills
Proven ability to manage time effectively and prioritize tasks to meet targets
Product Knowledge
Rapport Building
Adaptability
Strong Communication Skills
Carrier relations
Customer retention
Timeline
Personal Lines Specialist, Sales Producer
Shepherd Insurance Group
02.2024 - Current
Sales Producer, Office Manager
Allstate Insurance, Byrne Agency
01.2021 - 02.2024
Order Entry
Winston Brands
01.2019 - 01.2021
Ingredient Procurement Assistant
Hampshire Pet Products
01.2018 - 01.2019
Receptionist
Express Employment
04.2016 - 01.2017
Financial Coordinator, Dental Assistant
Uncommon Orthodontics- Dr. Jamie
01.2016 - 01.2018
Receptionist- Lead Dental Assistant
Associates of Dental Arts, Dr. Gregory Kivett
08.2012 - 01.2015
Property & Casualty Licensed in Kansas & Oklahoma -
NA
Life & Health Licensed in Kansas -
NA
Graduate -
Joplin Highschool
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