Marlene Gonzalez
Buford,GA
Summary
Dedicated office assistant with solid background in high-volume office environments focused on delivering exceptional clerical and operational support. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs.
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
9
9
years of professional experience
Work History
P&C Licensed Sales Producer
Henry Meadows Allstate
Sugar Hill, GA
03.2023 - Current
- Identified opportunities for cross-selling additional products or services.
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Resolved any customer complaints in an efficient manner.
- Researched and responded to inquiries regarding policy provisions, benefits or claims status.
- Ensured all paperwork is properly completed before submitting it to the relevant authorities.
- Established relationships with clients by providing prompt service, accurate information and follow-up support.
- Conducted periodic reviews of existing accounts to ensure appropriate coverage levels are maintained.
- Processed applications for new policies, endorsements, changes and cancellations.
- Assessed customer needs and recommended appropriate coverage options.
Administrative Assistant
BnV paving Corp
Buford, GA
01.2021 - 12.2021
- Organized and maintained filing and document management systems by coordinating, archiving and purging files.
- Arranged travel and hotel accommodations for international and domestic business meetings and trips.
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.
Sales Representative
Key insurance and financial services
Lawrence, MA
05.2017 - 12.2019
- Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
- Contacted new and existing customers to outline benefits of products.
- Fostered relationships with customers to expand customer base and retain business.
- Prepared and processed contracts and order forms for new and existing customers.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Developed key customer relationships to increase sales.
- Pursued new accounts through lead generation, cold calling and advertising referrals.
Education
P&C Licensed - Property And Casualty Insurance Agent
Exam FX
Buford, GA08-2023
High School Diploma -
Hispanic American School
Dominican Republic07.2011
Some College (No Degree) -
Adult Learning Center
Lawrence, MASkills
- Document Retrieval
- Confidentiality and Data Protection
- Verbal and Written Communication
- Computers and Technology
- Document and File Management
- Meeting Planning
- Mail Management
- Data Entry Documentation
- Customer Retention
- Insurance Knowledge
- Client Service
- Policy Management
- Policy Adjustment Knowledge
- New Agent Training
- Email Marketing
Timeline
P&C Licensed Sales Producer
Henry Meadows Allstate
03.2023 - Current
Administrative Assistant
BnV paving Corp
01.2021 - 12.2021
Sales Representative
Key insurance and financial services
05.2017 - 12.2019
P&C Licensed - Property And Casualty Insurance Agent
Exam FX
High School Diploma -
Hispanic American School
Some College (No Degree) -
Adult Learning Center