ZACKARY GREENBAUM
PORTLAND,OR
Summary
Dynamic professional at Proverbs Financial & Insurance Services, adept in client relations and needs analysis. Excels in delivering personalized insurance solutions, enhancing customer satisfaction through exceptional service and professionalism. Skilled in maintaining confidentiality and managing sensitive data, showcasing a blend of hard and soft skills critical to driving success in fast-paced environments.
Professional insurance specialist that provides client-focused solutions and drives positive resolutions. Adept at navigating policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs. Skilled in sales strategies, policy analysis, and client advisory services.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Agent
Proverbs Financial & Insurance Services
10.2024 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Maintained high standards of customer service by building relationships with clients.
Administrative Assistant
Money 2000 Inc.
07.2016 - Current
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported executive staff through scheduling meetings and preparing crucial documents.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
- Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
- Assisted coworkers and staff members with special tasks on daily basis.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
Education
FINANCE
Pacific University
Oregon City, ORSkills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Client relations
- Client needs analysis
Certification
- Licensed Insurance Agent/Broker - [State] Department of Insurance.
Timeline
Insurance Agent
Proverbs Financial & Insurance Services
10.2024 - Current
Administrative Assistant
Money 2000 Inc.
07.2016 - Current
- Licensed Insurance Agent/Broker - [State] Department of Insurance.
FINANCE
Pacific University
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