Summary
Overview
Work History
Education
Skills
Accomplishments
References
Certification
Interests
Timeline
Generic
Patricia Salazar Christidis

Patricia Salazar Christidis

Independence,MO

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

38
38
years of professional experience
1
1
Certification

Work History

Office Manager / Producer

Farmers Insurance
04.2019 - Current
  • Through the Bill Morgan Agency at Farmers Insurance, I write personal lines insurance, life, and commercial for the states of Missouri and Kansas
  • I assess and self underwrite risks, answer coverage questions, look for discounts or updates needed on existing policies as well as review policy renewals
  • I take payments, make deposits for the office, order printed material, and keep up on all commission rates
  • I see to it that all transactions have proper documentation and follow up when they do not
  • I am in charge of the main frame files
  • I make sure copies of endorsements, applications, and commercial renewals are moved to the files and organization is maintained

Producer

Farmers Insurance
08.2017 - 10.2018
  • Through the Dunn Agency at Farmers Insurance, I wrote for the states of Utah and Idaho
  • This full scale office dealt with business and personal insurance
  • Although my main focus was personal insurance, I did assist our business clients with payments, EOI’s, and changes
  • I wrote many lines in the personal insurance side including additional lines such as ATV, motorhome, COC, boat, and motorcycle
  • I also added an additional Life license to go with my Property and Casualty
  • I now hold licenses for the states of Utah, Missouri, and Kansas

Dr.’s Assistant for an Optometrist

G. Kyle Gwinner, O.D., LLC
04.2013 - 06.2017
  • Pretested patients and/or ran additional testing for eye diseases or vision problems using special equipment
  • I traveled with the doctor to the satellite office on patient days
  • Sold and ordered glasses and contact lenses
  • Made repairs, cleaned, and adjusted patient’s glasses
  • I reviewed charges and codes for billing services and submitted charges through to insurance

Direct Care Worker

Deborah Furgason
09.2007 - 06.2017
  • Worked directly under Deborah Furgason through OCCK, Inc., as a personal aide/home health care
  • With Muscular Dystrophy, she needed assistance with everyday activities
  • Job duties included, but not limited to getting her in and out of bed, dressing her, lavatory assistance, helping her with short walks, getting her in and out of a wheelchair, and distributing medications
  • I acted as a chauffeur driving a handicapped van taking Deborah to physical therapy, church activities, and grocery shopping
  • I also ran general errands for her such as doing her banking and picking up prescriptions
  • Light housekeeping duties included laundry, vacuuming, and dusting

Customer Service Representative

Liberty Mutual Insurance
01.1997 - 01.2006
  • In the personal lines field I serviced policyholder’s existing accounts, including reviewing customer’s coverages and making suggestions and changes where needed, adding and deletion of vehicles, changing out mortgage information on refinances, and answering coverage questions
  • Looked for signs and opportunities to cross sell additional lines of insurance to policyholders
  • Wrote insurance policies for automobile, homeowners, tenants, earthquake, rental properties, and flood
  • Probed for possible leads to companies offering them discounted insurance for their employees by using Liberty Mutual as an addition to their company benefits packages

Customer Service Manager

Austin Horn Collection
01.1995 - 01.1997
  • Responsible for the sales department of a high end bedding and accessories manufacturer
  • Worked with key clients in selling/designing displays for catalog companies, furniture stores, and interior decorators
  • Business travel to trade shows several times a year
  • Follow up to production to meet all store deadlines and assisting the accounting department to insure all billing invoices were mailed

Office Manager

The Wood Factory, Inc.
01.1990 - 01.1995
  • Responsible for handling all aspects of a small office
  • Heavy order taking and processing
  • Correspondence of custom orders and follow up with production
  • Handled all accounts receivables, collections processing and company deposits
  • Acted as an aide to the bookkeeper in accounts payables, quarterly taxes, and commissions
  • Placed all advertisements by finding the best and most cost effective magazines and newspapers to advertise in and kept a log of increased sales
  • Called all suppliers and shipping companies for rates and made purchases as needed
  • Occasional travel to trade shows writing/selling display fixtures

Machine Operator

Stitcheree
01.1988 - 01.1990
  • Responsible for programming and running industrial twelve head sewing machines, stitching logos for companies, clubs, and associations on clothing and caps
  • Also ran smaller single and double head machines for customization and monogramming specialty items such as towels and robes

Customer Service

Nail Apron
01.1987 - 01.1988
  • Operated cash register, answered multi-line telephones, handled returns and discounts for contractors at the customer service desk of a hardware store

Education

Licensing - Insurance Life

Exam FX, Inc.
Ogden, UT

Licensing - Insurance Fire and Casualty / Ethics and Codes

AD Banker and Company, L.L.C.
Irvine, CA

Accreditation - Nationally accredited trade school for the travel industry

American Travel Institute
Mission Viejo, CA

Course - Word Perfect for Dos, Dos 6.22, Computer Typing

Saddleback College
Mission Viejo, CA

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Data entry
  • Employee supervision
  • Conflict management
  • Supply management
  • Decision-making
  • Good judgment
  • Professional and courteous
  • Team leadership
  • Customer relations
  • Clear oral/written communication
  • Billing
  • Document management

Accomplishments

I won the Gold Award for the West Coast Region of CSR's at Liberty Mutual. This is obtained by excellent customer service as well as exceeding job duties.

References

  • Jo-Ann Goldenberg, School District Instructional Coach, (949) 400-5771
  • Patricia Nogle, Compliance & Regulatory Auditor, (949) 235-6081
  • Robert Barrera, Social Worker, (785) 531-9577
  • Edward Torpey, KCATA, (816) 665-6988
  • Julie Torpey, Elementary Teacher, (816) 522-9295

Certification

Property and Casualty Insurance License

Life Insurance License


Interests

I enjoy nature walks and trails and try to do them as often as possible I am currently in a lyrical ballet class that performs twice a year; a summer Dance for a Cause fundraiser and a fall formal recital

Timeline

Office Manager / Producer

Farmers Insurance
04.2019 - Current

Producer

Farmers Insurance
08.2017 - 10.2018

Dr.’s Assistant for an Optometrist

G. Kyle Gwinner, O.D., LLC
04.2013 - 06.2017

Direct Care Worker

Deborah Furgason
09.2007 - 06.2017

Customer Service Representative

Liberty Mutual Insurance
01.1997 - 01.2006

Customer Service Manager

Austin Horn Collection
01.1995 - 01.1997

Office Manager

The Wood Factory, Inc.
01.1990 - 01.1995

Machine Operator

Stitcheree
01.1988 - 01.1990

Customer Service

Nail Apron
01.1987 - 01.1988

Licensing - Insurance Fire and Casualty / Ethics and Codes

AD Banker and Company, L.L.C.

Course - Word Perfect for Dos, Dos 6.22, Computer Typing

Saddleback College

Licensing - Insurance Life

Exam FX, Inc.

Accreditation - Nationally accredited trade school for the travel industry

American Travel Institute

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Patricia Salazar Christidis