Summary
Overview
Work History
Education
Skills
Timeline
Generic

Maria Lara

San Antonio,TX

Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients.

Successful and seasoned Insurance Agent/, Administrative Assistant/ Payroll specialist with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Administrative Assistant/ Payroll specialist position. Ready to help team achieve company goals.

Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

26
26
years of professional experience

Work History

Insurance Agent

Castro Comminity Insurance
07.2023 - Current
  • Researched and identified potential new markets.
  • Worked closely with Medicare, ACA and life insurance clients.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Educated clients on insurance policies and procedures.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Payroll Specialist/Administrative

South Texas Safety
07.2023 - 05.2025
  • Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
  • Managed payroll data entry and processing for 200 employees to comply with predetermined company guidelines.
  • Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
  • Provided customer service to employees regarding payroll inquiries and issues.
  • Confirmed compliance with all applicable federal, state and local payroll laws and regulations.
  • Resolved payroll discrepancies quickly and successfully.
  • Created new hire and termination documents for payroll.
  • Maintained strict confidentiality of all payroll information and records.
  • Assisted with recruitment and onboarding of new employees.
  • Audited timesheets and payroll records for accuracy.
  • Performed data entry tasks and maintained accurate records of employee payroll information.
  • Maintained confidentiality of employee records and payroll information.
  • Completed payroll accurately and timely to meet employee expectations.
  • Generated reports to track employee time and attendance.
  • Reconciled payroll discrepancies and responded to inquiries from employees.
  • Processed timecards and payroll data for team of employees.
  • Coordinated resolution of payroll discrepancies.

Insurance Agent

Kemper Life Insurance
08.2022 - 07.2024
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Maintained high standards of customer service by building relationships with clients.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Utilized CRM software to manage client relationships.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Educated clients on insurance policies and procedures.
  • Calculated premiums and established payment methods for sales.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Conducted annual reviews of existing policies to update information.
  • Met with customers to provide information about available products and policies.
  • Collected premiums on or before effective date of coverage.
  • Finalized sales and collected necessary deposits.
  • Negotiated contracts and terms of sale with potential customers.

Administrative Assistant

University Health Services
06.2015 - 08.2022
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained inventory of office supplies and placed orders.
  • Established administrative work procedures to track staff's daily tasks.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes. This process was also to reach out to specialists for prompt results in order to list patients on The Kidney Transplant List.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Performed research to collect and record industry data.
  • Managed filing system, entered data and completed other clerical tasks.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.

Chiropractic Assistant

Garcia Chiropractic Clinic
01.2000 - 06.2015
  • Performed electric muscle stimulation, massage, and mechanical traction.
  • Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Input patient data into computer system using Med-Soft and checked information for accuracy.
  • Promoted office efficiency, coordinating charts, completing insurance forms, and helping patients with diverse needs.
  • Answered phones to respond to customer questions, provide information and schedule appointments.
  • Learned and followed laws and HIPAA guidelines to keep office compliant with industry regulations.
  • Performed administrative tasks by maintaining inventory, ordering supplies and scheduling staff meetings.
  • Educated patients by providing treatment option information and advice on self-care and injury prevention.
  • Greeted incoming visitors warmly and directed patients to appropriate areas to keep office running smoothly.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Supported duties for diagnostic and technical treatment procedures, such as setting up and operating special medical equipment and apparatus.
  • Oriented and trained new staff on proper procedures and policies.
  • Collected and documented patient medical information such as blood pressure and weight.
  • Explained procedures to patients to reduce anxieties and increase patient cooperation.

Education

No Degree - Bachelor of Science

Our Lady of The Lake University
411 SW 24th St. San Antonio, Tx. 78207

Associate of Applied Science - Cardiovascular Technician

St. Phillip College
1801 Martin Luther King Dr. San Antonio, Tx. 78203
05-2014

High School Diploma -

Harlandale High School
114 E. Gerald Ave. San Antonio, Tx.78214
05-1991

Skills

  • Customer follow-up
  • Client assessment
  • Operations management
  • Legal codes
  • Life insurance
  • New client acquisition

Timeline

Insurance Agent

Castro Comminity Insurance
07.2023 - Current

Payroll Specialist/Administrative

South Texas Safety
07.2023 - 05.2025

Insurance Agent

Kemper Life Insurance
08.2022 - 07.2024

Administrative Assistant

University Health Services
06.2015 - 08.2022

Chiropractic Assistant

Garcia Chiropractic Clinic
01.2000 - 06.2015

No Degree - Bachelor of Science

Our Lady of The Lake University

Associate of Applied Science - Cardiovascular Technician

St. Phillip College

High School Diploma -

Harlandale High School