Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Rae Paxton

Sparks,NV

Summary

Dynamic Insurance Specialist with proven success at Jeff Heyer Insurance, enhancing customer satisfaction through effective policy analysis and relationship building. Skilled in CRM software and adept at upselling, I consistently exceeded sales targets while maintaining high standards of client service and confidentiality. Committed to delivering tailored insurance solutions that meet diverse client needs. Dynamic individual with hands-on experience in Area of expertise and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Knowledgeable Desired Position with solid foundation in insurance policies and risk assessment. Successfully managed client portfolios and resolved complex claims, ensuring client satisfaction and compliance with industry standards. Demonstrated proficiency in policy analysis and client communication. Experienced Type Insurance Specialist successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering Number years of experience and willingness to take on any challenge. Knowledgeable Insurance Specialist adept at selling policies and serving Type customer needs. Prepared to apply Number years of experience to new position at Company Name. Insightful Insurance Sales Agent bringing Number years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing Number-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over Number client appointments. Client-centered and dedicated to customizing insurance programs to suit individual customer needs. Driven Job Title with Number years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Detail-oriented Insurance Sales Agent aiming to leverage Number years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. Persuasive Job Title with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with Number years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage. Successful and seasoned Job Title with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service. Results-driven Job TItle accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Recent graduate with foundational knowledge in Area of study and hands-on experience gained through academic projects and internships. Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals.

Overview

9
9
years of professional experience

Work History

Insurance Specialist

Jeff Heyer Insurance
06.2022 - 02.2024
  • Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
  • Processed eligibility and benefits verification and authorization requests.
  • Followed up on denials, late payments, extensions and other special circumstances.
  • Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
  • Maintained high standards of customer service by building relationships with clients.
  • Researched and resolved routine and complex issues.
  • Contributed to team performance by sharing industry knowledge and assisting colleagues in complex cases.
  • Simplified complex insurance concepts for clients, facilitating informed decision-making regarding policy options.
  • Maintained confidentiality of patient finances, records, and health statuses.
  • Proactively addressed potential risks by conducting thorough reviews of clients'' policies for coverage gaps.
  • Strengthened client relationships through consistent follow-ups, ensuring timely renewals and retention.
  • Increased sales revenue with persuasive presentations of insurance products tailored to clients'' needs.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Utilized CRM software to manage client relationships.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Collected premiums on or before effective date of coverage.
  • Met with customers to provide information about available products and policies.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Finalized sales and collected necessary deposits.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Identified and solicited sales prospects in agency databases.

Server/ Bartender

Kei Sushi
06.2022 - 01.2023
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Cultivated warm relationships with regular customers.
  • Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
  • Maintained a clean and orderly dining area for an enjoyable guest experience.
  • Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
  • Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
  • Bussed and reset tables to keep dining room and work areas clean.
  • Assisted in training new hires, providing guidance on restaurant standards and best practices.
  • Maintained clean and organized dining areas to uphold restaurant hygiene standards.
  • Handled cash transactions accurately, contributing to balanced daily financial reports.
  • Set positive tone for entire dining experience as first point of contact for incoming guests.
  • Supported colleagues during peak hours, fostering a collaborative work environment that enhanced overall productivity levels.
  • Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
  • Developed strong rapport with regular customers through genuine hospitality efforts leading to repeat business.
  • Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
  • Explained menu items and suggested appropriate options for food allergy concerns.
  • Used slow periods to restock supplies, ice, trays, and delivery bags.
  • Adhered to proper food handling procedures and safety guidelines for the well-being of guests and team members alike.
  • Utilized communication practices with kitchen staff to deliver customer meals in timely manner.
  • Maximized table turnover rate by managing reservations and seating arrangements.
  • Consistently met or exceeded performance goals related to sales targets, customer satisfaction ratings, and order accuracy.
  • Learned and followed local alcohol laws to keep restaurant compliant with regulations.
  • Contributed to inventory management by monitoring stock levels.
  • Facilitated team-oriented atmosphere, assisting coworkers during rush periods to ensure smooth operations.
  • Adapted to diverse customer needs, providing personalized service that increased guest satisfaction.
  • Enhanced team efficiency, collaborating effectively in high-pressure settings.
  • Ensured customer satisfaction with detailed attention to special dietary needs and preferences.
  • Coordinated with kitchen staff to ensure order accuracy and timely preparation of dishes.
  • Maintained cleanliness and organization in dining area, contributing to welcoming atmosphere.
  • Improved dining experience by providing prompt, attentive service to guests.
  • Resolved customer complaints with calm, solution-focused approach, ensuring guest satisfaction.
  • Increased sales by suggesting additional items like desserts and drinks based on customers' orders.
  • Ensured accurate cash handling and processed transactions swiftly, contributing to restaurant's financial accuracy.
  • Utilized knowledge of menu to make recommendations, enhancing customer dining experience.
  • Built rapport with guests to enhance their dining experience and encourage return visits.
  • Kept up with fast-paced environments, ensuring timely delivery of orders during peak hours.
  • Boosted repeat customer rates, remembered regular guests' preferences and greeted them by name.
  • Maintained high standards of personal appearance and hygiene, reflecting positively on establishment.
  • Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
  • Answered customers' questions, recommended items, and recorded order information.
  • Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
  • Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
  • Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
  • Processed orders and sent to kitchen employees for preparation.
  • Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers.
  • Helped customers with dietary restrictions, allergies and intolerances obtain safe, delicious food by working closely with kitchen staff on alternatives.
  • Printed dining checks with total due, collected payment and offered receipts to complete transactions.
  • Checked guests' identification before serving alcoholic beverages.
  • Monitored patrons for alcohol intake to appropriate levels and took measures to curtail inappropriate behavior.
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
  • Contributed to a positive work environment through effective teamwork and communication with colleagues.
  • Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
  • Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
  • Kept bar presentable and well-stocked to meet customer needs.
  • Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
  • Followed alcohol awareness procedures for preventing excessive guest intoxication.
  • Reduced wait times for drinks by efficiently managing the bar area and prioritizing orders.
  • Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
  • Assisted with staff training, sharing expertise in bartending techniques and customer service best practices.
  • Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
  • Educated customers on drink options, making personalized recommendations based on preferences or dietary restrictions.
  • Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
  • Adhered to state laws regarding alcoholic beverage services and customer regulations.
  • Obtained cash bank and stocked service bar to prepare for operation.
  • Improved team morale and efficiency, leading by example and offering support during peak hours.
  • Maintained extensive knowledge of cocktail recipes and preparation techniques, ensuring high-quality beverage menu.
  • Enhanced dining experience, suggesting food and drink pairings that complemented menu offerings.
  • Developed loyal clientele by engaging in friendly conversations and providing exceptional service.
  • Handled cash and card transactions accurately, reducing discrepancies and balancing till at end of each shift.
  • Adapted to fast-paced environment, effectively managing multiple drink orders simultaneously without compromising quality.
  • Fostered culture of teamwork, collaborating with colleagues to ensure smooth operation during high-traffic periods.
  • Facilitated smooth workflow, coordinating with kitchen and floor staff to expedite orders.
  • Trained new staff on bar procedures, cocktail recipes, and customer service standards, ensuring consistent service quality.
  • Resolved customer complaints with empathy and professionalism, turning potentially negative experiences into positive ones.
  • Streamlined bar operations by maintaining clean and organized work area, ensuring efficient service.
  • Increased repeat customer numbers, creating welcoming atmosphere and remembering regulars' favorite drinks.
  • Enhanced customer experience with engaging conversations and personalized drink recommendations.
  • Ensured compliance with health and safety regulations, routinely checking and documenting bar cleanliness and equipment functionality.
  • Verified drinking age requirements of customers by carefully reviewing photo identification.

Marketer

True Title and Escrow
02.2021 - 05.2022
  • Worked within budget parameters to develop and implement marketing strategies by analyzing key data and consumer demographics, increasing revenue Number%.
  • Conducted research to analyze customers' behavior, preferences, and purchasing habits.
  • Boosted sales through the creation and execution of targeted advertising campaigns.
  • Managed cross-functional teams to ensure timely completion of marketing projects within budget constraints.
  • Established fruitful partnerships with industry influencers, expanding brand reach and potential customer base.
  • Developed campaigns and specific marketing strategies for clients.
  • Stayed abreast of industry trends, adapting tactics accordingly to maintain a competitive edge in the ever-evolving marketplace.
  • Enhanced customer engagement with creative social media content and promotions.
  • Wrote engaging and successful marketing, advertising, and website copy.
  • Drove customer loyalty programs, enhancing client retention rates and long-term revenue growth.
  • Developed custom marketing collateral tailored to specific audience segments, maximizing campaign impact.
  • Provided expert advice on best practices for content creation, distribution channels optimization, and target audience definition.
  • Conducted thorough post-campaign analysis to identify areas for improvement in future efforts.
  • Completed in-depth reviews of market conditions and customer preferences.
  • Optimized conversion rates through targeted A/B testing and data-driven adjustments to marketing materials.
  • Increased brand awareness by developing and implementing comprehensive marketing strategies.
  • Managed campaigns for various clients that consistently exceeded sales goals.
  • Created customized marketing materials to increase product awareness.
  • Tracked key performance indicators to measure success of campaigns.
  • Collaborated with cross-functional teams to develop and implement market research strategies.
  • Generated reports to support development and implementation of marketing plans.
  • Established and managed relationships with external data providers and research vendors.
  • Utilized specialized software to capture and process data.

Brokers Assistant

Krch Realty / Patty Steelman
08.2015 - 02.2021
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
  • Arranged for inspections and surveys of sold properties.
  • Responded via telephone and email to questions regarding licensing, commissions, website logins and website navigation.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Completed training programs to remain updated and further develop proficiency of important industry information.
  • Recorded supporting documentation for phone calls and written correspondence.
  • Prepared contracts and related documentation according to strict standards.
  • Input transfer data into system and manually updated accounting and certificate records.
  • Developed strategies to improve processes and reduce costs.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Strengthened communication skills through regular interactions with others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Developed and maintained courteous and effective working relationships.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Transaction Coordinator

Self Employed Services
06.2017 - 06.2021
  • Ensured smooth transaction coordination by managing timelines, deadlines, and documentation requirements.
  • Organized and maintained digital files for easy access, streamlining the document retrieval process during audits or inquiries.
  • Acted as a reliable point of contact for all parties involved in the transaction, ensuring clear communication and timely resolution of any issues that arose.
  • Managed sensitive client information securely to maintain confidentiality and uphold company privacy policies strictly.
  • Expedited closing times through proactive communication with agents, clients, and third-party vendors.
  • Reduced errors in transactions by meticulously reviewing all documents for accuracy and compliance.
  • Facilitated successful closings by coordinating with escrow officers, lenders, inspectors, appraisers, and other professionals involved in the process.
  • Enhanced client satisfaction by providing exceptional customer service throughout the entire transaction process.
  • Resolved issues between parties involved in the transaction diplomatically while maintaining professionalism at all times.
  • Collaborated effectively with team members to ensure seamless operation and timely completion of tasks.
  • Conducted consistent follow-ups with clients to address any concerns or questions related to their transactions promptly.
  • Supported agents in generating leads through effective marketing strategies that attracted potential buyers or sellers to listings actively managed by our team.
  • Improved overall efficiency of the office by creating templates and checklists for recurring tasks in the transaction process.
  • Streamlined transaction processes by implementing efficient organizational strategies and time management techniques.
  • Identified potential roadblocks in transactions proactively and communicated solutions to relevant parties swiftly.
  • Contributed to increased sales figures by efficiently managing high volumes of real estate transactions simultaneously.
  • Enhanced team collaboration by organizing weekly coordination meetings between agents and clients, ensuring smooth transaction flows.
  • Strengthened client trust by consistently delivering transparent and timely communication throughout transaction process.
  • Streamlined transaction processes, significantly reducing paperwork processing time by implementing digital filing system.
  • Enabled smoother transactions by establishing preferred providers list for inspections, legal services, and repairs, reducing decision-making time for clients.
  • Maintained detailed records of transaction activities, providing reliable data for financial and legal audits.
  • Improved client satisfaction with detailed follow-ups on transaction statuses, keeping all parties informed throughout process.
  • Achieved significant reduction in transaction times by proactively identifying bottlenecks and implementing effective solutions.
  • Improved accuracy in financial processing by closely coordinating with escrow companies, ensuring all fees are accurately accounted for.
  • Negotiated favorable terms for clients during contingency removal process, effectively managing risk and securing deals.
  • Optimized resource allocation by implementing scheduling system for shared services among real estate agents.
  • Negotiated scheduling conflicts to ensure smooth property inspections, appraisals, and closings, minimizing delays.
  • Coordinated with lenders, agents, and other stakeholders to gather necessary documentation, facilitating timely closings.
  • Facilitated team training sessions on latest real estate regulations and technology tools, improving overall transaction efficiency.
  • Facilitated communication between buyers and sellers to resolve issues swiftly, maintaining positive relations and preventing transaction fall-through.
  • Reduced errors in contract documentation by meticulously reviewing and verifying all paperwork for compliance with real estate laws and regulations.
  • Simplified closing process for clients, delivering clear and concise explanation of documents leading to more transparent experience.
  • Ensured compliance with federal, state, and local regulations at every stage of transaction, safeguarding interests of all parties involved.

Education

Associate Of Baccalaureate Studies - Journalism / Spanish

Western Nevada College
Carson City, NV
06.1997

Diploma - College Preparatory

Carson High Scool
Carson City, NV
06.1993

Skills

  • Documentation skills
  • Policy analysis
  • Account management
  • Reporting skills
  • Customer service
  • Client relations
  • Client needs analysis
  • Client account management
  • Client retention
  • Policy writing
  • New client acquisition
  • CRM software
  • Leads prospecting
  • Revenue generation
  • Email marketing
  • Upselling
  • Lead development
  • Quotes and sales
  • Property insurance
  • Marketing strategies
  • Policy renewals
  • Deductible expense identification
  • Customer follow-up
  • Auto insurance
  • Cold calling
  • Insurance sales strategy
  • Prospective client identification
  • Referral pipeline maintenance
  • Client assessment
  • Insurance program management
  • Critical thinking
  • Insurance coverage verification
  • Policy Knowledge
  • Customer complaint resolution
  • Insurance practices
  • Data entry
  • Billing inquiries
  • Records maintenance
  • Insurance eligibility
  • Customer engagement
  • Customer account review
  • Requirements reviews
  • Relationship building
  • Client consultations
  • Financial needs assessment
  • Insurance policy sales
  • Form completion and submission
  • Policyholder communication
  • Property and casualty insurance
  • Customer referrals
  • Administrative functions
  • Policy changes
  • Quality assurance requirements
  • Service marketing

Additional Information

I also utilized my extensive marketing and real estate background to facilitate leads, attract and retain customers.

I utilized my network of professional contacts to enhance the business.

Timeline

Insurance Specialist

Jeff Heyer Insurance
06.2022 - 02.2024

Server/ Bartender

Kei Sushi
06.2022 - 01.2023

Marketer

True Title and Escrow
02.2021 - 05.2022

Transaction Coordinator

Self Employed Services
06.2017 - 06.2021

Brokers Assistant

Krch Realty / Patty Steelman
08.2015 - 02.2021

Associate Of Baccalaureate Studies - Journalism / Spanish

Western Nevada College

Diploma - College Preparatory

Carson High Scool

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Rae Paxton