MARJORIE BUNDRICK
San Antonio,TX
Summary
To obtain a position in a growth-oriented company that will enable me to use my strong organizational skills, educational background, and ability to work well with people. Committed to addressing customer concerns with accuracy, speed, and professionalism.
Overview
11
11
years of professional experience
Work History
Insurance Sales Representative
The Hartford
09.2022 - 07.2023
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Maintained detailed records of customer information and policy sales.
- Generated sales by recommending policies and add-ons.
- Managed between 50-75 customer calls per day.
Financial Aid Bursar
Paul Mitchell The School
10.2021 - 09.2022
- Coached students and families on appropriate financial aid plans and eligibility,
- Maintained and updated financial databases
- Adhered to regulatory compliance and company security audit procedures
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines
- Demonstrated leadership by making improvements to work processes and helping to train others
- Managed five schools in different states for payment requirements and arrangements.
Member Solutions Senior Specialist
USAA
05.2017 - 10.2021
- Internal Helpline via phone/chat for company representatives
- Advanced Senior training, to include Umbrella issuing & servicing,
- Separation Divorce marital transition team
- Customize insurance policies to suit individual members with expert skills and often covering a variety of underlying risks
- Fostered relationships with members to expand member base and enhance loyalty and retention while closing on business
- Calculate premiums, handle payment methods and refunds/ BASE/CAS billing trained
- Sell various types of insurance policies to members on behalf of insurance company, including automobile, fire, property, umbrella insurance or specialized policies such as jewelry writers in all fifty states.
Receptionist / Medical Insurance
Communicare Health Center
07.2016 - 05.2017
- Follow up, schedule and confirm patient diagnostic appointments, surgeries, or medicalconsultations
- Operate office equipment, such as voice mail messaging systems, and use word/excelprocessing, spreadsheet to prepare reports, invoices, financial statements, letters, casehistories, or medical records
- Complete daily account reconciliation reports, and collect co-payments from patients
- HIPAA certified, practiced thoroughly throughout all job responsibilities.
Leasing Agent
Management Support
11.2014 - 07.2016
- Educate future prospects on market conditions, prices, requirements and related matters
- Prepare documents such as representation contracts, purchase agreements, closing statements, and leases
- Coordinate appointments to showcase apartments, homes, and amenities to prospective buyers
- Inspect condition of premises, and arrange for necessary maintenance or notify owners of maintenance needs
- Maintain high referral rates and exceptional feedback from clientele.
Waitress/Hostess/Trainer
Wing Daddy's Sauce House
02.2014 - 11.2014
- Answering phones to take reservations or to-go orders, and by greeting, seating, and thanking guests
- Train new-hire employees
- Open/closed restaurant, while making sure employees completed their daily duties for management approval
- Collect payments from customers, Resolve customer complaints In a proactive manner.
Cashier/Hostess
Bill Millers Bar-B-Q
04.2012 - 10.2013
- Operate cash register with proficiency, Receive payment by cash, check, credit cards,vouchers, or automatic debits
- Answer customers questions, and provide information on procedures or policies to include a multi-line phone system
- Supervise others and provide on-the-job training to new-hire employees
Education
Certification Real Estate -
Austin Institute of Real Estate
San Antonio, TX06.2016
Certification -
Paul Mitchell Cosmetology School
San Antonio, TX02.2014
High School Diploma -
Earl Warren High School
San Antonio, TX06.2012
Skills
- NexGen, SFAX, Microsoft (word, excel, power point), Onesight, Windows
- 10, BASE/CAS Billing, Citrix database
- Loyalty Programs
- Customer Service
- Premium Calculations
- Team Goals
Timeline
Insurance Sales Representative
The Hartford
09.2022 - 07.2023
Financial Aid Bursar
Paul Mitchell The School
10.2021 - 09.2022
Member Solutions Senior Specialist
USAA
05.2017 - 10.2021
Receptionist / Medical Insurance
Communicare Health Center
07.2016 - 05.2017
Leasing Agent
Management Support
11.2014 - 07.2016
Waitress/Hostess/Trainer
Wing Daddy's Sauce House
02.2014 - 11.2014
Cashier/Hostess
Bill Millers Bar-B-Q
04.2012 - 10.2013
Certification Real Estate -
Austin Institute of Real Estate
Certification -
Paul Mitchell Cosmetology School
High School Diploma -
Earl Warren High School