Patti Fox
Marble Falls,Texas
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Agent
Lentz Gann Insurance Agency
09.2021 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Calculated premiums and established payment methods for sales.
- Analyzed customer needs to provide customized insurance solutions.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Receptionist/Tax Preparer
Newman, Grady & Associates
03.2021 - 06.2021
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Maintained confidentiality of information regarding clients and company.
- Collected payments, processed transactions and updated relevant records.
Loan Administrative Assistant
Security State Bank & Trust
06.2020 - 11.2020
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to loan applications.
- Achieved high levels of accuracy within deadline-driven environments while managing multiple loans simultaneously from initiation through closing stages.
- Set up files using loan officer checklist and submitted on-time for processing.
- Collected and compiled paperwork such as insurance, financial statements and collateral.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Processed funding.
- Answered phones and helped or directed customers to the proper department in the bank.
Owner/Pawnbroker
Lakeside/Bell/Taylor Pawn, Troy Fox Enterprises
06.2008 - 10.2019
- Managed financial aspects of the business, tracking expenses and income for four businesses.
- Reconciled bank and credit card statements in QuickBooks on a monthly basis.
- Balanced employee drawers and made deposits daily.
- Processed proper tax forms quarterly for each business and made payment to the IRS.
- Reviewed gun forms on a monthly basis to make sure they were consistent with ATF regulations.
- Performed gun audits monthly at each business.
- Processed payroll.
- Managed accounts receivable and accounts payable.
Education
No Degree - Accounting
Texas State University
San Marcos, TXHigh School Diploma -
Indianola Academy
Indianola, MS05.1982
Skills
- Customer Service
- Client Retention
- Account Management
- Policy Renewals
- Client Relations
- Customer Follow-Up
- Client Needs Analysis
- Policy Writing
- Property Insurance
- Quotes and Sales
- Auto Insurance
- Licensed Insurance Agent
- CRM Software
Certification
- Licensed agent in Property & Casualty Insurance
Timeline
Insurance Agent
Lentz Gann Insurance Agency
09.2021 - Current
Receptionist/Tax Preparer
Newman, Grady & Associates
03.2021 - 06.2021
Loan Administrative Assistant
Security State Bank & Trust
06.2020 - 11.2020
Owner/Pawnbroker
Lakeside/Bell/Taylor Pawn, Troy Fox Enterprises
06.2008 - 10.2019
No Degree - Accounting
Texas State University
High School Diploma -
Indianola Academy
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