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Life Insurance Administrative Assistant

Location:
San Mateo, CA, 94403
Posted:
March 01, 2011

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Resume:

Lisa Kirkland

**** *. ******** ******

#**

San Mateo, CA 94403

650-***-****

abhsid@r.postjobfree.com

Objective

To find a challenging position as an administrative assistant, as where my

talent and skills can be applied and expanded.

Qualifications

Office Skills; Office Management, Database Management,

Spreadsheets/Reports, Event Management, Front-Desk, Reception, Travel

Coordination, MS Suite, calculator, Outlook and MS Works.

Education

College of San Mateo - AA in Human Services 2011

Relevant Courses: Case File Management, Counseling and Interviewing,

Listening skills.

Professional Development - Life Insurance Agent, 2008, Notary Public, 2008,

Continuing Education class to keep licenses. Recognized as a keynote panel

speaker during an annual insurance convention.

Job Experience

Thomas Brady & Associates

2004-2010

Handled multifaceted clerical tasks (e.g., data entry, filing, records

management) as the assistant to life insurance agents. Coordinated travel

arrangements, maintained database and ensured the delivery of premium

service to clientele. Worked with bi-coastal offices. Able to manage

multiple priorities and meet deadlines without compromising quality.

* Coordinate and communicated effectively with clients and manage multiple

vendors and life insurance companies.

* Established strong relationships to gain support and effectively achieve

results.

* Provided timely, courteous and knowledgeable response to information

requests; screened and transferred calls.

* Exercise discretion with sensitive-confidential and proprietary

information.

TDC Financial

2000-2004

Handled all processes for ordering Para medicals and medical records,

records management and acted as a liaison between underwriters and life

insurance agents.

* Coordinated service between 15 agents and master agent.

* Filed and coordinated all securities based files and sent monthly

blotters for auditing.

Ocular Sciences

1995-2000

Processed contact lens prescriptions via fax and phone calls from chain

stores. Maintained, organize and ordered office supplies for 200

employees.

* Answered and processed a minimum of 100 calls a day.

* Worked with caters for supplying food for end of month luncheons and

quarterly meetings.

* Ordered and stocked supply closet. Worked with vendors for a discount on

supplies.

* Sales assistance for 5 National Chain sales representatives.

* Employee of the month and recognized for attendance.



Contact this candidate