Summary
Overview
Work History
Education
Skills
Timeline
Generic

Toni Frandsen

Reno,NV

Summary

Experienced Office Management and Administration Professional experienced in optimizing productivity, efficiency, and service quality across various environments. Highly dependable, ethical, and reliable support specialist and leader who blends advanced organizational, technical, and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.

Overview

22
22
years of professional experience

Work History

Office Manager/Insurance Agent

Farmers agent John Drakulich Insurance
08.2003 - Current
  • Office manager, overseeing operations of all lines of insurance, auto, home, life, health, commercial, including workers' comp, and bonds.
  • Bookkeeper for the agency with accounts payable and receivable, expenses, profit loss reports, payroll, reconciles bank statements.
  • HR administrative duties include all hiring paperwork, 401k census at year end, with recordkeeping of deferrals with match.
  • Ordering of office supplies, maintaining equipment, business licenses, insurance licensing and agency appointments.
  • Sales of all lines of insurance products, reviewing insurance renewals with insureds to find the most cost effective coverage to meet their needs.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
  • Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
  • Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
  • Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
  • Reduced overhead costs significantly through negotiation of vendor contracts for office supplies and services.
  • Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
  • Implemented comprehensive training program for new hires, improving their integration into team and productivity.
  • Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
  • Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
  • Mentored junior agents, sharing industry insights and best practices for success in the field.
  • Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Streamlined administrative tasks, improving overall office efficiency and productivity.
  • Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
  • Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
  • Negotiated with service providers to offer exclusive deals for clients, adding value to their policies.
  • Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
  • Streamlined renewal process, making it easier for clients to update and maintain their policies.
  • Educated clients on insurance policies and procedures.
  • Met with customers to provide information about available products and policies.
  • Analyzed customer needs to provide customized insurance solutions.
  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.
  • Collected premiums on or before the effective date of coverage.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conducted annual reviews of existing policies to update information.
  • Monitored customer feedback and identified areas of improvement.
  • Evaluated competitors' products and services to gain competitive advantage.

Office Manager/Insurance Agent

Farmers agent John Drakulich Insurance
08.2003 - Current
  • Office manager, overseeing operations of all lines of insurance, auto, home, life, health, commercial, including workers' comp, and bonds.
  • Bookkeeper for the agency with accounts payable and receivable, expenses, profit loss reports, payroll, reconciles bank statements.
  • HR administrative duties include all hiring paperwork, 401k census at year end, with recordkeeping of deferrals with match.
  • Ordering of office supplies, maintaining equipment, business licenses, insurance licensing and agency appointments.
  • Sales of all lines of insurance products, reviewing insurance renewals with insureds to find the most cost effective coverage to meet their needs.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
  • Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
  • Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
  • Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
  • Reduced overhead costs significantly through negotiation of vendor contracts for office supplies and services.
  • Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
  • Implemented comprehensive training program for new hires, improving their integration into team and productivity.
  • Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
  • Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
  • Mentored junior agents, sharing industry insights and best practices for success in the field.
  • Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Streamlined administrative tasks, improving overall office efficiency and productivity.
  • Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
  • Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
  • Negotiated with service providers to offer exclusive deals for clients, adding value to their policies.
  • Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
  • Streamlined renewal process, making it easier for clients to update and maintain their policies.
  • Educated clients on insurance policies and procedures.
  • Met with customers to provide information about available products and policies.
  • Analyzed customer needs to provide customized insurance solutions.
  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.
  • Collected premiums on or before the effective date of coverage.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conducted annual reviews of existing policies to update information.
  • Monitored customer feedback and identified areas of improvement.
  • Evaluated competitors' products and services to gain competitive advantage.

Education

High School Diploma -

Edward Reed High School
Sparks NV

Licensed - Property, Casualty, Life And Health

Nevada School of Insurance

Training - undefined

University of Farmers

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Data entry
  • Customer relations
  • Clear oral/written communication
  • Billing
  • Payroll processing
  • Bookkeeping
  • Account reconciliation
  • Credit and collections
  • Relationship building
  • Mail handling
  • Scheduling
  • Inventory control
  • Staff management
  • Employee supervision
  • Operations management
  • Human resources
  • Staff hiring
  • Workflow optimization
  • Financial reporting
  • Financial tracking
  • Expense reporting
  • Financial accounting
  • Documentation expertise
  • Compliance monitoring
  • Banking operations
  • Problem resolution
  • Good judgment
  • Documentation and reporting
  • Professional and courteous
  • Managing operations and efficiency
  • Task delegation

Timeline

Office Manager/Insurance Agent

Farmers agent John Drakulich Insurance
08.2003 - Current

Office Manager/Insurance Agent

Farmers agent John Drakulich Insurance
08.2003 - Current

Training - undefined

University of Farmers

High School Diploma -

Edward Reed High School

Licensed - Property, Casualty, Life And Health

Nevada School of Insurance

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Toni Frandsen