Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments.
Overview
3
3
years of professional experience
Work History
Insurance Agent
Terry Jones Insurance Agency
10.2018 - 08.2020
Determined client needs and financial situations by listening and scheduling appointments.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained customer service by building relationships with clients.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Prepared and reviewed insurance applications to verify compliance with regulations.
Calculated premiums and established payment methods for sales.
Educated clients on insurance policies and procedures.
Collected premiums on or before effective date of coverage.
Administrative Assistant
Parkside Baptist Church
06.2017 - 06.2018
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained inventory of worship song and instrumental sheet music library.
Assisted coworkers and staff members with special tasks on daily basis.
Continually sought methods for improving daily operations, recordkeeping, and data entry for increased efficiency.
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Managed filing system, entered data and completed other clerical tasks.
Education
Associate of Applied Science - Legal Assistance
Grayson County College
Denison, Tx
05-2002
Skills
Scheduling
Document management
Data entry documentation
Budget tracking
Correspondence writing
Account management
Recordkeeping and bookkeeping
Office administration
Timeline
Insurance Agent
Terry Jones Insurance Agency
10.2018 - 08.2020
Administrative Assistant
Parkside Baptist Church
06.2017 - 06.2018
Associate of Applied Science - Legal Assistance
Grayson County College
Similar Profiles
Heidi De Los SantosHeidi De Los Santos
Licensed Insurance Producer at Kent Jones Insurance AgencyLicensed Insurance Producer at Kent Jones Insurance Agency