Patricia "Dianne" Ellis
Administrative Assistant
Frankfort,IN
Summary
Licensed Property & Casualty and Life & Health insurance professional with over 20 years of experience in account management, client retention, policy servicing, and administrative operations. Proven ability to manage client relationships, provide coverage recommendations, and support claims processing. Highly organized, detail-oriented, and skilled in multitasking, communication, and problem-solving. Seeking a full-time remote or hybrid role in insurance, customer service, or administrative support.
Experienced with client relationship management, enhancing customer satisfaction through personalized service and strategic account planning. Utilizes negotiation and conflict resolution skills to maintain and renew client contracts, ensuring alignment with business objectives. Track record of leveraging analytical insights to drive client retention and business development.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Account Manager / Insurance Sales Representative
State Farm Insurance – Cory Shafter Agency
09.2017 - 03.2026
- Provided insurance quotes and policy recommendations to 50+ clients weekly, increasing client retention and satisfaction
- Sold and serviced policies across Property & Casualty and Life & Health lines
- Managed client accounts, including policy changes, renewals, and endorsements
- Assisted clients through the claims process, ensuring timely follow-up and resolution
- Delivered customer service via phone, email, text, and in-person interactions
- Maintained accurate records and performed data entry and documentation management
- Managed office operations independently during owner absences
- Opened and closed office, handled deposits, and ensured daily workflow efficiency
- Scheduled appointments and coordinated client communications
- Trained and onboarded new employees, improving team productivity
- Built and maintained long-term client relationships through strong communication and trust
Office Manager
Ellis Jewelers – Lebanon, IN
Lebanon, IN
06.2004 - 12.2017
- Managed daily business operations, including opening and closing procedures
- Handled accounts receivable and payable, ensuring accurate financial tracking
- Ordered, received, and maintained inventory, improving organization and stock accuracy
- Maintained detailed sales and inventory records through consistent data entry
- Supported sales operations and delivered high-quality customer service
- Improved office efficiency through organization and process management
Education
High School Diploma -
Walnut Ridge High School
Walnut Ridge, AR01-1982
Skills
- Insurance Sales (Property & Casualty, Life & Health)
- Account Management & Client Retention
- Customer Relationship Management (CRM)
- Policy Servicing, Renewals & Endorsements
- Claims Assistance & Follow-Up
- Administrative Support & Office Management
- Data Entry & Records Management
- Risk Assessment & Coverage Recommendations
- Appointment Scheduling & Calendar Management
- Microsoft Office & Computer Systems
- Communication (Phone, Email, In-Person)
- Problem Solving & Multitasking
Certification
- Licensed in Property & Casualty Insurance – Indiana
- Licensed in Life & Health Insurance – Indiana
- Completed licensing courses through Pathfinder (2018 & 2020)
Timeline
Account Manager / Insurance Sales Representative
State Farm Insurance – Cory Shafter Agency
09.2017 - 03.2026
Office Manager
Ellis Jewelers – Lebanon, IN
06.2004 - 12.2017
High School Diploma -
Walnut Ridge High School
Additional Information
- Open to full-time remote or hybrid opportunities
- Interested in insurance, customer service, administrative support, and data management roles
- Strong background in client relationship management and business operations