Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
21
21
years of professional experience
Work History
Licensed Insurance Agent – Sales
Steadily Insurance Agency
08.2022 - Current
Instrumental in driving the success of a technology-focused insurance start-up by streamlining core operations and implementing foundational business practices.
Played a key role in developing and refining underwriting guidelines for Managing General Agent (MGA) products, streamlining processes and improving underwriting efficiency.
U and updated training materials, equipping agents with the necessary tools and resources to successful navigate policies and improve overall performance.
Worked closely with lenders and strategic partners to accelerate insurance processing, ensuring timely, accurate client responses and enhancing overall service efficiency.
Provided personalized insurance consultations by conducting client interviews, assessing individual needs, and recommending tailored coverage solutions to effectively mitigate risk.
Designed comprehensive insurance portfolios for high-value investors, aligning customized coverage solutions with their financial goals and risk management strategies.
Proactively pursued continuing education on evolving insurance regulations and market trends, leveraging insights to enhance agent performance and service delivery.
Consistently recognized as a top-performing sales agent with outstanding production results.
Office Associate
Greenville Elementary School
04.2024 - 08.2024
Managed incoming phone calls and made outbound calls as needed.
Managed the preparation, maintenance, and receipt of records.
Performs assigned administrative support tasks as needed.
Reconcile invoices and related records for accuracy.
Addresses staff and community inquiries via phone and email.
Assists with the monitoring and management of supervisors’ calendars
Creates and produces various documents including catalogues and informational flyers
Responsible for the coordination of various special assignments based on the location needs
Maintains student privacy
Maintains and upholds School policies and procedures
Registrar
Eastern View High School
07.2022 - 04.2024
Supports all counselors and administrators
Maintains and updates academic information on students
Develops and publishes reports as requested by administration and counselors
Represents the counseling department as the liaison between students who are incoming or outgoing from school
Collaborates with other counseling staff on internal needs for reports
Responsible for the organization of the local scholarship program
Assists with the assignments of courses for new students as approved by the counselor
Responsible for all reports as requested from SAS
Responsible for data input and records management for the student records archives
Serve as the Home Instruction Coordinator by meeting or corresponding with applicants to review the planned program or incomplete documentation; foster a good relationship with all applicants; review evidence of achievement; maintain a database of all home-instructed students and send updated reports to each school principal, counselor, and attendance clerk; notify attendance officer of noncompliance; prepare and send appropriate correspondence for approval of home instruction or noncompliance letters; update forms and policy to reflect changes implemented by the State
Prioritize responsibilities and schedules in an effective, accurate, and efficient manner which will enhance the performance of the instructional program
Perform specialized and clerical and technical tasks related to the registration of students and maintenance of student records and files; as well as entering and maintaining student data in an automated student information system, responding to inquiries from schools, and related activities.
Provides direct support to new families at the school and ensures that the student is registered following the regulations set by the state and local school board
Complete new entrant registrations, rollover students, in district/out of district transfers, maintain files, documents and student records
Upon completion of the registration file, ensure entry into PowerSchool in a timely manner
Assist families in completing the registration paperwork, including phone calls to physician offices, health departments, previous schools, and other relevant places
When registrations are complete, prepare documents and send to schools
Follow-up with phone calls to parents regarding completion of registration, pending documents, appointment reminders, and other requirements as needed
Record data accurately and compiles a variety of information/data to ensure compliance with financial, legal, state or federal requirements
Assist with additional appropriate tasks as assigned for the purpose of ensuring an efficient and effective work environment
Prepares and processes reports, conducts research, and completes other tasks as requested by the Director of School Counseling
Assists families with activation of PowerSchool system
Perform other duties as assigned
Licensed Insurance Agent Property Service Agent
GEICO Insurance Agency
01.2008 - 06.2022
Received 50-60 inbound sales calls about homeowner’s insurance.
Used customer-oriented service approaches to ensure best in class service, customer satisfaction and maintained and grew the homeowners book of business.
Fielded and resolved insurance questions.
Achieved and maintained a performance rating of 3.9 out of 5.0
Focused on being a team player while also keeping a positive mental attitude.
Ability to problem solve and leverage available resources
Ability to communicate effectively with internal and external partners
Acquired certificate for highest availability time for 1st quarter.
Received Silver Tier Service Chairman’s Club certificate for overall performance of 4.6 rating out of 5.0 rating.
Received 35 complementary calls from customers for outstanding customer service.
Lead Transition Coach
GEICO Insurance Agency
01.2008 - 06.2022
Provided classroom, computer-based, call center lab training as well as over the shoulder coaching covering topics in effective communication
Lead and participated in departmental projects and initiatives.
Provided day to day oversight and direction to team members
Diffused irate customers or challenging scenarios
Provided comprehensive coverage of GEICO products and service offerings
Operated computer system operations
Abided by company policies and procedures, the new employee manual, and other factors to ensure new associates were properly prepared for their future careers within the company.
Supervised 15 transition agents
Strengthened new hires underwriting and problem-solving skills.
Listened to calls and provided immediate feedback to improve performance
Established coaching plans to help with struggling metrics
Streamlined processes to help improve performance
Implemented power sessions to boost morale within the sections
Created contests to reward outstanding performance
Established rapport with each agent to coach on personal and professional basis
Career coached each agent and implemented a plan to get there.
Handled complaint calls
Utilized outlook to schedule meetings with agents, supervisors, and management
Maintained conference rooms
Created excel sheets to determine struggling metrics
Created and presented PowerPoints to go over process reviews
Created training plans for each agent
Managed calendars on outlook and scheduled meetings with agents
Property Sales Agent
GEICO Insurance Agency
01.2008 - 06.2022
Handle inbound sales calls
Achieved top 25 rankings in the region
Develop, implement and monitor sales targets
Exceeded sales targets consistently; closing over 1.5 million dollars in written premium per year and over 2,000 new accounts annually
Initiate internal sales process to begin evaluating new business opportunities
Counseled prospective clients on coverage’s, benefits, and contractual information to ensure alignment with insurance needs
Provided professional guidance and advice on ancillary products for asset/wealth protections
Demonstrates problem solving skills
Self-motivator with ability to work as part of a team or independently with little supervision or direction
Ability to effectively present information and respond to questions
Ability to work in a team environment and individually
Coordinate sales effort with team members and other departments
Supplied management with reports on customer needs, problems, interest, competitive activities, and potential for new products and services.
Continuously improved through feedback
Customer Service Representative
AB & C Group
06.2006 - 12.2007
Provided exceptional customer service.
Adhered to all standards, policies, and procedures
Processed orders for several companies.
Informed customers about different promotions.
Processed credit card and check payments over the phones.
Answer routine billing questions
Maintained financial accounts by processing customer adjustments
Contributed to team effort by accomplishing related results as needed
Lead section meetings.
Process and sort invoices
Received and sorted daily mail
Greet and checked-in visitors
Provided basic administrative assistance with special projects
Manage large amounts of incoming calls
Generate sales leads
Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
Reviewed corporate e-mail inboxes
Cashier
Wal-Mart
04.2004 - 06.2006
Maintained professional demeanor.
Received payment by cash, check, credit cards, vouchers and automatic debits
Issued receipts, refunds, credits, or change to customers
Count money in cash drawer at the beginning of shifts to ensure that amounts are correct and that there is adequate change
Proven track record to multi-task.
Make sales referrals, cross-sell products and introduce new ones
Resolve customer complaints, guide them and provide relevant information
Maintain clean and tidy checkout areas
Pleasantly deal with customers to ensure satisfaction