Paige E.K. Tanaka
Honolulu,HI
Summary
Results-oriented Insurance Personal Lines Account Assistant with a Property and Casualty (P&C) Producer license and over a year of experience. Adept at cultivating strong client relationships, fostering revenue growth, and delivering exceptional customer service. Proven track record in driving client satisfaction and team success through strategic thinking and effective leadership. Eager to leverage expertise in insurance products and dedication to excellence to contribute to the success of an insurance team.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Lines Account Assistant
ACW Group
Honolulu, HI
12.2022 - Current
- Services a large portfolio of accounts, including auto, home, and umbrella policies, for individual clients
- Drafts policies for clients, ensuring accuracy, completeness, and compliance with underwriting guidelines and regulatory requirements.
- Prepares quotes and proposals for new and existing clients, reviewing coverage options and premiums using an online quoting system for multiple carriers
- Processes new policy applications, renewals, cancellations, and reinstatements, updating client information and policy details as needed and verifying the accuracy of customer data entered into the system
- Generates policy documents, endorsements, and certificates of insurance accurately and in a timely manner
- Verifies accuracy of policy information, including insured's personal details, policy limits, coverage options, and premium amounts
- Develops strong relationships with new and existing clients by promptly responding to emails and phone calls, and proactively reviewing policies
- Manages client inquiries, policy changes, and coverage requests, ensuring prompt and accurate resolution to client needs
- Advises customers on available coverage options that best fit their individual needs
- Monitors policy renewal dates and follows up with clients to facilitate timely renewals and updates to coverage
- Maintains client records and documentation in agency management systems, ensuring data integrity
- Performs administrative duties such as filing, scanning, faxing, and copying documents
- Organizes information using spreadsheets, databases, or word processing applications
- Participates in training and educational seminars to enhance knowledge and credentials
Senior Caregiver
Independent Contractor
Broomfield, CO
06.2022 - 11.2022
- Provided companionship to elderly clients, engaging in activities such as reading and conversation.
- Organized daily schedules for clients, including meal preparation, errands, doctor's appointments, and recreational activities.
- Administered medications in accordance with approved health care plans.
- Assisted clients with mobility issues by using appropriate equipment such as wheelchairs and walkers.
- Developed meaningful relationships with clients while providing quality care services.
- Maintained a clean environment for clients by performing light housekeeping duties such as laundry, vacuuming and dusting.
- Maintained clean and well-organized environment for client happiness and safety.
- Drove clients to shop for groceries, attend doctor appointments and run errands.
- Assisted clients with maintaining good personal hygiene.
- Consulted with client care team to continually update care plans.
Administrative Assistant - Steel
Aberdeen Construction
Westminster, CO
01.2022 - 06.2022
- Provided crucial support to the Steel Division Project Manager by managing emails and implementing organizational efficiencies
- Facilitated seamless communication among project stakeholders, estimators, and field workers, ensuring that all parties were informed of project updates and deadlines
- Managed project documentation, including contracts, change orders, and submittals, to ensure accuracy and compliance with project requirements
- Assisted with scheduling meetings, site visits, and inspections, coordinating logistics and preparing meeting materials as needed
- Maintained filing systems and document archives, ensuring that all records were organized and easily accessible for reference
- Contributed to process improvement initiatives by identifying opportunities to streamline administrative workflows and enhance efficiency
- Provided cross-functional marketing support to the Corporate-Level Vice President, assisting with various marketing initiatives and projects
Sales Associate
D.J. Bitzan Jewelers
Waite Park, MN
09.2020 - 10.2021
- Consistently met sales goals by actively engaging with customers, identifying their needs, and providing tailored product recommendations
- Collaborated with team members to achieve collective sales targets, sharing best practices and providing support to colleagues as needed
- Utilized effective sales techniques, including upselling and cross-selling, to maximize revenue and average transaction value
- Maintained a thorough knowledge of product features, pricing, and promotions to effectively communicate with customers and address inquiries
- Performed daily cashier and point of sale functions, including accounts receivable, accounts payable
- Maintained accurate data for Custom and Special Order production processing
Education
Bachelor of Arts - Global Business Leadership
College of Saint Benedict
Saint Joseph, MN12-2021
Skills
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Google applications (Docs, Sheets, Slides, Calendar), and insurance policy management systems
- Strong interpersonal and communication skills, with the ability to establish rapport and build trusting relationships
- Detail-oriented with a focus on accuracy and quality
- Ability to prioritize tasks, manage time effectively, and work independently or as part of a team
- Proficient in rapidly acquiring proficiency with new software and technologies
- Excellent written and verbal communication, with strong analytical and problem-solving abilities
Certification
- Insurance Producer License - Property & Casualty, 01/09/2024
- Gemological Institute of America Jewelry Essentials Certificate, June 2021
- Gemological Institute of America Colored Stone Essentials Certificate, June 2021
Affiliations
- Boosters for Families (Denver, CO), 02/2017 - 05/2021 - Fundraising Volunteer
- Independent Contractor (Broomfield, CO), 01/2011 - 08/2021 - Babysitter/Nanny
- Domino’s Pizza (Louisville, CO), 05/2020 - 08/2020 - Delivery Driver
- Sport Stable at Superior (Superior, CO), 08/2016 - 08/2018 - Guest Services
- Adventure Golf & Raceway (Westminster, CO), 03/2015 - 09/2016 - Admissions, Concessions, Trainer
- Ice Centre at the Promenade (Westminster, CO), 08/2014 - 08/2016 - Rentals, Concessions, Guest Services
References
References available upon request.
Timeline
Personal Lines Account Assistant
ACW Group
12.2022 - Current
Senior Caregiver
Independent Contractor
06.2022 - 11.2022
Administrative Assistant - Steel
Aberdeen Construction
01.2022 - 06.2022
Sales Associate
D.J. Bitzan Jewelers
09.2020 - 10.2021
Bachelor of Arts - Global Business Leadership
College of Saint Benedict
- Insurance Producer License - Property & Casualty, 01/09/2024
- Gemological Institute of America Jewelry Essentials Certificate, June 2021
- Gemological Institute of America Colored Stone Essentials Certificate, June 2021
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