Dynamic and growth-focused insurance professional with over 15 years of experience in the insurance industry, including 9 years as a licensed Property & Casualty agent. Skilled in building strong customer relationships to provide personalized, attentive service that increases retention and brings lucrative referral business. Highly detail-oriented with a talent for identifying and resolving issues and errors to manage risk, ensure compliance, and deliver exceptional customer service. Demonstrated track record of inspiring and effective team leadership and operations management.
Experienced with office administration, including managing daily operations and ensuring smooth workflows. Utilizes organizational and leadership skills to maintain efficiency and support team productivity. Knowledge of office software, scheduling, and resource allocation to drive operational success.
Overview
26
26
years of professional experience
Work History
Office Manager
Lloyds Towing Inc
08.2022 - 02.2024
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
Property & Casualty Insurance Agent / Customer Service Professional
Jeff Plumer Insurance Agency
03.2001 - 08.2022
Licensed Property & Casualty insurance agent managing a diverse portfolio of insurance products, including bonds production and retention, sports policies for local athletic teams, auto/RV policies, and home policies.
Leverage careful attention to detail to verify policy details, including endorsements and renewals, and to identify appropriate coverage and limits to meet clients' needs and priorities.
Key Contributions:
Forge strong client relationships to retain customers and build referral business.
Drive account growth by reviewing client data to identify additional products that meet clients' needs.
Deliver exceptional customer service by assisting customers with claims, policy changes, and other account management processes.
Sustain compliance with insurance industry regulations and mitigate fraud and risk by ensuring that all application information and policy documentation is accurate and complete.
Store Manager
Hagar
10.1999 - 09.2001
Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
Managed inventory control, cash control, and store opening and closing procedures.
Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Assisted with hiring, training and mentoring new staff members.
Improved customer satisfaction through staff training in customer service and product knowledge.
Completed point of sale opening and closing procedures.
Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
Rotated merchandise and displays to feature new products and promotions.
Maximized sales by creating innovative visual merchandising displays and store layouts.
Reconciled daily sales transactions to balance and log day-to-day revenue.
Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
Assistant Store Manager
Gap Outlet
04.1998 - 10.1999
Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
Created and maintained safe and secure work environments for employees.
Processed payments for credit and debit cards and returned proper change for cash transactions.
Fostered a positive work culture by promoting teamwork and recognizing individual achievements among staff members regularly.
Resolved escalated customer issues effectively leading to improved customer satisfaction rates.
Maintained positive customer relationships by responding quickly to customer service inquiries.
Provided weekly work schedules to employees to accommodate business demands and vacation requests.
Education
Bachelor of Arts - Psychology, Minor in Physical Education
Kent State University
Skills
Property insurance expertise
Risk assessment expertise
Revenue enhancement strategies
Insurance risk assessment
Compliance management
Coaching and mentoring
Claims Processing
Policy Endorsements
Customer relationship development
Efficient data input
Client support expertise
Workplace organization
Effective organizational skills
Effective multitasking
Retail store operations
Customer service leadership
Store operations management
Retail merchandising
Inventory control in retail
Staff development
Inventory management
Staffing and recruitment
Performance goal setting
Policy development and implementation
Retail display management
Product display management
Customer service
Customer relations
Customer service management
Friendly and positive
Interests
Regularly practice mindfulness and meditation for overall wellness
I like trying new recipes and food trends
I enjoy cooking for friends and family gatherings
Participate in golf and paddle boarding, as recreational activities to maintain physical fitness
Enjoy hobbies that combine physical activity with outdoor exploration
DIY and Home Improvement
Hiking
Timeline
Office Manager
Lloyds Towing Inc
08.2022 - 02.2024
Property & Casualty Insurance Agent / Customer Service Professional
Jeff Plumer Insurance Agency
03.2001 - 08.2022
Store Manager
Hagar
10.1999 - 09.2001
Assistant Store Manager
Gap Outlet
04.1998 - 10.1999
Bachelor of Arts - Psychology, Minor in Physical Education