Lucy Olivares
Fort Worth,TX
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
21
21
years of professional experience
Work History
Farmers Agent
Farmers Insurance District Office
07.2021 - Current
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Used Apex / Salesforce to prepare sales reports containing customer information related to products and services purchased.
- Streamlined internal processes for improved efficiency and productivity within the agency.
- Developed expertise across various lines of insurance products, enabling informed advice and guidance for clients seeking comprehensive coverage solutions.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
- Analyzed client portfolios to identify potential gaps in coverage, offering suitable recommendations based on individual needs.
Chief Administrative Officer
Larry Martin State Farm
08.2010 - 01.2020
- Streamlined administrative processes by implementing new systems, reducing inefficiencies and increasing productivity.
- Managed cross-functional teams to achieve business objectives and improve overall performance.
- Streamlined office processes by implementing efficient filing and record-keeping systems.
- Enhanced team productivity by providing administrative support and managing schedules.
- Assisted in financial management, including budgeting, expense tracking, and invoice processing.
- Completed data input support for various office administration systems.
- Reviewed files, records and other documents to obtain information to respond to requests.
- Input data into spreadsheets and databases.
- Copied documents for small-scale projects and performed routine maintenance on office equipment.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
Insurance Administrative Assistant
American Benefits For The Workplace
02.2003 - 08.2010
- Improved customer satisfaction by efficiently managing insurance claims and addressing client inquiries.
- Streamlined administrative processes for enhanced productivity and accuracy in document management.
- Collaborated with agents to ensure timely policy renewals and maintain positive client relationships.
- Supported underwriting team by gathering relevant information, conducting risk assessments, and providing accurate data entry.
- Managed multiple tasks simultaneously while prioritizing deadlines to ensure smooth operations within the insurance department.
- Assisted with policy updates, ensuring accuracy of information and compliance with regulations while maintaining confidentiality of sensitive data.
Education
High School Diploma -
Trimble Technical High School
Fort Worth, TX05.1997
Skills
- Active Listening
- Collaboration
- Interpersonal Communication
- Organizational Leadership
- Self-starter
- Multitasking
- Confidentiality handling
- Computer Literacy
- Attention to Detail
- Project Management
- Meeting Preparation
- Presentation
- Data entry proficiency
- Basic accounting
Languages
Spanish
Professional Working
Timeline
Farmers Agent
Farmers Insurance District Office
07.2021 - Current
Chief Administrative Officer
Larry Martin State Farm
08.2010 - 01.2020
Insurance Administrative Assistant
American Benefits For The Workplace
02.2003 - 08.2010
High School Diploma -
Trimble Technical High School
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