Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Maria Leura

Conroe,TX

Summary

Dynamic Insurance Agent Assistant at Lane Galloway State Farm, adept at claims processing and delivering exceptional customer service. Proven ability to enhance client satisfaction through effective communication and problem-solving. Recognized for building strong relationships and achieving high retention rates, while efficiently managing documentation and supporting sales initiatives.

Overview

19
19
years of professional experience

Work History

Insurance Agent Assistant

Lane Galloway State Farm
05.2018 - Current
  • Handled claims processing efficiently, expediting settlements in a timely manner for satisfied clients.
  • Provided exceptional customer service by promptly responding to inquiries, resulting in high retention rates.
  • Analyzed demographic data to target potential customers more effectively through outreach efforts.
  • Developed strong relationships with clients through regular communication and personalized assistance.
  • Participated in training sessions to continuously enhance product knowledge and skills in the insurance field.
  • Enhanced customer satisfaction by efficiently addressing and resolving insurance-related queries.
  • Organized agent appointments and tracked progress towards sales targets, maintaining a clear view of overall performance.
  • Maintained detailed records of client interactions, ensuring all relevant information was accurately documented.
  • Completed sales documentation and collected signatures to finalize purchases.
  • Researched and resolved areas of concern for potential and existing clients.
  • Managed filing system, entered data and completed other clerical tasks.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.

Custodian

Willis ISD
04.2017 - 05.2018
  • Emptied trash cans and recycling bins to keep building clean and free of germs.
  • Maintained clean and comfortable environments in commercial buildings by vacuuming, cleaning windows, and dusting.
  • Kept building spaces premises clean inside and outside.
  • Maintained a well-organized supply closet for easy access to necessary tools.
  • Ran variety of cleaning machines such as floor machines designed to strip, wax, extract, and top scrub floors and carpets.
  • Supported event setup and tear-down, contributing to successful school functions.

Bookkeeping Assistant

Midway
04.2006 - 07.2014
  • Managed invoices, payments and deposits, maintaining accurate expenditure records.
  • Maintained inventory of office supplies and placed orders.
  • Supported month-end closing activities, such as reconciling bank statements and adjusting journal entries, for accurate financial reporting purposes.
  • Reconciled bank statements and credit card accounts for accuracy and completeness.
  • Maintained strict confidentiality with sensitive financial information, upholding ethical standards in all professional interactions.
  • Assisted with payroll processing, including timesheet verification, benefit calculations, and distributing paychecks accurately and on time.
  • Implemented orderly, organized filing systems for easy record retrieval.

Education

Willis Highschool
Willis, TX
05.2006

Skills

  • Claims processing
  • Document management
  • Sales
  • Teamwork and collaboration
  • Fast learner
  • Customer service
  • Problem-solving
  • Multitasking Abilities
  • Reliability
  • Excellent communication
  • Organizational skills
  • Verbal and written communication
  • Customer and client relations
  • Documentation and recordkeeping
  • Professionalism

Languages

Bilingual
Full Professional

Timeline

Insurance Agent Assistant

Lane Galloway State Farm
05.2018 - Current

Custodian

Willis ISD
04.2017 - 05.2018

Bookkeeping Assistant

Midway
04.2006 - 07.2014

Willis Highschool

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Maria Leura