Dependable office management professional brings years of experience in administrative oversight. Self-starter and skilled team leader with history unifying and training staff under common goals, modeling organizational efficiency, and instilling optimized productivity. Specializes in Life Insurance / Financial Planning office environments.
Overview
5
5
years of professional experience
Work History
Agent Assistant / Office Manager
JLJG LLC / MassMutual Brooklyn
Monsey, NY
11.2020 - 01.2024
Interviewed prospective employees and provided input to HR on hiring decisions.
Recruited and trained new employees to meet job requirements.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Assigned work and monitored performance of project personnel.
Handled confidential company information in accordance with established protocols.
Scheduled meetings and appointments for executive team members.
Payroll - ensuring all employees were paid on time.
Produced thorough, accurate and timely reports of project activities.
Completed day-to-day duties accurately and efficiently.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Established and maintained filing systems to support office personnel.
Compiled reports from various departments on a regular basis.
New Life insurance applications
Ensured compliance with all applicable laws when issuing policies or making recommendations.
Maintained records of client information, including policies and payment history.
Improved data collection accuracy by structuring systems for desktop spreadsheets.
Evaluated current financial situation of clients before recommending any policy changes.
Developed and maintained relationships with clients to ensure customer satisfaction.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Contacted underwriters and submitted forms to obtain binder coverage.
Prepared quotes for prospective customers based on their individual needs.
Obtained underwriting approval by completing application for coverage.
Resolved customer issues in a timely manner while providing excellent customer service.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Maintained schedule of class assignments to meet deadlines.