MARJORIE BUNDRICK
San Antonio
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
Agency Producer
Farmers Insurance Agency
06.2025 - Current
- Met with customers to provide information about available products and policies.
- Analyzed risk factors to recommend appropriate coverage levels.
- Generated leads through cold-calling, networking and other outreach methods.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Addressed customer inquiries to ensure satisfaction and foster positive service experience.
- Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
Insides Sales Representative
Grainger Industrial Supply
09.2024 - 06.2025
- Enhanced customer satisfaction via outbound/inbound calling through attentive service, addressing concerns promptly, and offering tailored solutions.
- Used CRM software to maintain detailed contact logs.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions within my own book of business.
- Set up new accounts, established customer credit and set up payment methods.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Improved cash flow management by implementing more effective accounts receivable collection strategies.
Lash Consultant
Amazing Lash Studio
04.2024 - 09.2024
- Balanced multiple responsibilities simultaneously, including client consultations, appointment bookings, and inventory management for seamless daily operations.
- Documented guest preferences, services and feedback to create seamless experience for return visits.
- Contributed to the salon''s success by consistently meeting and exceeding sales targets for lash services and products.
- Listened to guest concerns, identified appropriate solutions and resolved issues quickly with minimal expense.
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 medical consultations
- Operate office equipment, such as voice mail messaging systems, and use word/excel processing, spreadsheet to prepare reports, invoices, financial statements, letters, case histories, 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.
Education
Certification Real Estate -
Austin Institute of Real Estate
06.2016
Certification -
Paul Mitchell Cosmetology School
02.2014
High School Diploma -
Earl Warren High School
06.2012
Skills
- Workday System
- NICE system
- Mindbody System
- NexGen, SFAX, Microsoft (word, excel, power point)
- 10, BASE/CAS Billing, Citrix database
- Loyalty Programs
- Customer Service
- Premium Calculations
- CRM system
- Onesight
- APEX
Timeline
Agency Producer
Farmers Insurance Agency
06.2025 - Current
Insides Sales Representative
Grainger Industrial Supply
09.2024 - 06.2025
Lash Consultant
Amazing Lash Studio
04.2024 - 09.2024
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
Certification -
Paul Mitchell Cosmetology School
High School Diploma -
Earl Warren High School
Certification Real Estate -
Austin Institute of Real Estate
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