Experienced and dependable office management and insurance professional brings many years of experience in administrative oversight. Self-starter and skilled team leader with history unifying staff under common goals, modeling organizational efficiency, and instilling customer service excellence.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Office Manager / Account Manager
State Farm
Plano, TX
04.2023 - Current
Managed all policy servicing and client retention for auto, home, commercial, life, and health policies
Accurately and consistently underwriting policies.
Training Agent Team Members on systems and sales processes.
Running reports on Agency numbers and goals.
Evaluated insurance applications and underwrote policies to assess risk and determine appropriate premiums
Accurately underwriting policies to insure applications are being issued as quoted
Effectively communicated complex insurance concepts to clients, ensuring they understood their policies
Consistently met or exceeded monthly and quarterly sales targets, earning recognition as a top-performing agent
Utilized CRM software to track leads, manage client information, and schedule follow-up appointments
Developed and delivered presentations to educate clients on the importance of various insurance coverages
Offered risk management advice to clients to help them mitigate potential losses and protect their assets
Managed a diverse portfolio of insurance products, including auto, home, commercial, life, and health insurance
Managed a high-volume workload while maintaining attention to detail and accuracy in policy documentation
Office Manager Part Time
Lone Star Ballroom
McKinney, TX
08.2022 - 07.2023
Managed scheduling for multiple dance instructors
Created Social Media Graphics and content, including reels and promoted posts
Analayzed SEO performance
Worked with Acuity scheduling software
Multiple styles of ballroom dancing
Planned and hosted ballroom dance showcases and regular studio parties
Created the weekly class schedules for group classes, dance parties, and studio outings
Executive Administrative Assistant
Old Republic Title
Frisco, TX
08.2022 - 03.2023
Provided high-level administrative support to executive team, managing calendars, scheduling meetings, and coordinating travel arrangements
Coordinated logistics for board meetings, including preparing agendas, taking minutes, and distributing meeting materials
Maintained electronic filing system for easy retrieval of important documents
Organized company events such as conferences, seminars, and team-building activities
Managed expense reports for executives by accurately tracking expenses and reconciling receipts
Planned corporate events such as conferences, sales meetings, and team-building activities
Created detailed itineraries for executive trips ensuring all aspects were carefully planned
Managed multiple calendars effectively, scheduling appointments, meetings, and conference calls while avoiding conflicts
Coordinated logistics for executive meetings including room setup, equipment arrangements, and catering services
Managed office supplies inventory, reordering items as needed to ensure smooth operations
Provided administrative support during board meetings, including preparing meeting agendas, distributing materials, and recording minutes
This position was a wonderful experience but I was unfortunately laid off due to the company dissolving my position
Agent Assistant / Account Manager
Integrity Personal Insurance
McKinney, TX
07.2020 - 08.2022
Sole Account Manager for a book of business of over 1,500 clients, with over 3,000 policies, totally around $3 million in premium
Re-Shopped policy renewals to retain clients
Cross-sold to grow book of business during reshop transactions
Provided regular updates on account performance and market trends to senior management
Served as the main point of contact for all client inquiries and issue resolution
Closely monitored competitors' activities and industry trends to identify potential threats or opportunities for growth
Leveraged CRM software to track sales activities, manage leads, and forecast future revenue projections
Reviewed policy applications and assessed risk factors to determine coverage eligibility
Maintained accurate records of policy changes, endorsements, cancellations, or renewals
Resolved billing discrepancies or payment issues by coordinating with accounting department and clients
Developed and maintained strong relationships with clients, providing personalized insurance solutions tailored to their specific needs
Account Manager
State Farm
Fort Worth, TX
03.2016 - 07.2020
Analyzed client insurance needs and recommended tailored policies to provide optimal coverage
Effectively communicated complex insurance concepts to clients, ensuring they understood their policies
Collaborated with underwriters and claims adjusters to expedite claims processing and resolve client issues
Participated in training and professional development programs to enhance product knowledge and sales skills
Utilized CRM software to track leads, manage client information, and schedule follow-up appointments
Assisted clients in filing insurance claims and provided guidance throughout the claims process
Conducted annual policy reviews with clients to assess their evolving insurance needs and make adjustments
Delivery Driver / Crew Member
Marco's Pizza
Fort Worth, TX
06.2014 - 08.2015
Delivered pizzas to customers in a timely and efficient manner, ensuring customer satisfaction
Maintained accurate records of deliveries and collected payments from customers
Followed all traffic laws and safety regulations while driving to ensure the safety of self and others on the road
Managed cash transactions with accuracy, balancing cash at the end of each shift
Provided excellent customer service by greeting customers with a friendly attitude and addressing any concerns or issues they may have had
Navigated through various routes using GPS systems to optimize delivery time
Handled multiple orders simultaneously, prioritizing deliveries based on distance and order time
Education
High School Diploma -
Fossil Ridge High School
Keller, TX
05.2015
Skills
Office Management
Insurance Underwriting
Policy servicing and product knowledge for multiple insurance carriers
Salesforce
Risk Management
Business Development
CRM Software
Employee Training
Office administration
Cross-selling tactics
Scheduling and calendar management
Search engine optimization experience
Social media strategy
Social media and promotions
Certification
Life & Health Insurance License
Property & Casualty License
Personal Information
Work Permit: Authorized to work in the US for any employer
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm