Lucy Mendoza-Wells
Conroe,TX
Summary
Insightful Insurance Sales Agent bringing Ten years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
4
4
years of professional experience
Work History
Broker Assistant
Woodlands Insurance Services, LLC
The Woodlands, TX
06.2018 - Current
- Input transfer data into Image Right and manually updated accounting and certificate records.
- Reached out to underwriter on open markets / Limits.
- Prepared binders / certificates for deadlines.
- Carried out day-day-day duties accurately and efficiently.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Education
Associate of Applied Science - Business Administration And Management
Texas School of Business
Houston, TX06.2002
Associate of Science - Business Administration And Management
University of Houston - Downtown
Houston, TX06.1994
Skills
- High Net Worth Individuals Marketing
- Administrative Oversight
- Updating Websites
- Interoffice Correspondence
- Reading Comprehension
- Warranty Processes
- Clerical Support
- Critical Thinking
- Materials Preparation and Presentation
- Personnel Files
- Internet Research
- Status Updates
- Customer Retention
- Microsoft Access
- Systems Analysis
- Supply Stocking
- Records Filing
- Data Entry Software
- Microsoft Excel
- Scheduling Software
- Underwriting
- Microsoft Word
- Insurance Policy Sales
- Binder Coverage
- Underwriter Collaboration
- Policy Renewals
- Insurance Coverage Verification
- Underwriting and Adjustments
- Customer Follow-Up
Languages
Spanish
Native or Bilingual
Timeline
Broker Assistant
Woodlands Insurance Services, LLC
06.2018 - Current
Associate of Applied Science - Business Administration And Management
Texas School of Business
Associate of Science - Business Administration And Management
University of Houston - Downtown
Similar Profiles
Jacob PedrazaJacob Pedraza
Area Operations Manager at Woodlands Franchise Management, LLC | The UPS StoreArea Operations Manager at Woodlands Franchise Management, LLC | The UPS Store
NANCY N VELAZQUEZNANCY N VELAZQUEZ
Insurance Representative at Wemson Insurance Services LLCInsurance Representative at Wemson Insurance Services LLC
SHEILA TERRYSHEILA TERRY
Office Manager/Contracting and New Business Specialist at Family Insurance Services LLCOffice Manager/Contracting and New Business Specialist at Family Insurance Services LLC
Jaclyn BoyceJaclyn Boyce
TurboTax Expert at IntuitTurboTax Expert at Intuit
Tristan SharpTristan Sharp
Security at RowdysSecurity at Rowdys