Melody A. Wooldridge
*** *** ****** *****, ******, TX 78006
Home 830-***-**** Cell 210-***-**** e-mail: ******************@*****.***
Experience
Texas All Risk General Agency 2007 - 2012 Dallas, Texas
Marketing Representative
Marketed Texas All Risk property and casualty insurance policies to 360 Independent Insurance Agents in the State of Texas. My territory spread from Temple north to Corpus Christi south. Trained all agents on two Texas All Risk rating programs. My office was at my home near Boerne. Offered all property and casualty policies, primarily commercial and personal lines products. Reported weekly results to manager every Monday morning, from the previous week’s activity.
Titan Auto Insurance 1996 – 2006 San Antonio, Texas
Retail Supervisor III 2005 - 2006
Oversaw the San Antonio retail operation consisting of five retail agencies and 13 employees including scheduling hours and payroll.
Kept inventory, worked sales numbers, managed large amounts of cash, as well as personal checks and credit card sales.
Worked with sales team to achieve weekly, quarterly and monthly goals by providing sales, underwriting and customer service training, and coordinating local store marketing initiatives.
Marketed with other insurance companies, obtaining referrals of prospects they could not provide coverage to.
Managed employee performance through setting objectives, providing mid-year and year-end performance evaluations, writing and delivering coaching documents, performance improvement plans wherever necessary.
From an administrative standpoint, activities included setting work schedules to ensure proper coverage throughout the San Antonio district, providing marketing & sales reports on a weekly basis, reporting payroll and time off.
Handled licensing of all TX retail insurance agents, including continuing education and enrollment in classes, exams and filing license applications.
Agency Sales Support Specialist 1999 - 2005
In this position, I provided operational support for 20 Agency Managers overseeing 31 retail agencies and 70+ agents in the states of New Mexico and Texas. Activities included:
Provided performance counseling to the Agency Managers
Created Agency Manager goals, objectives and development plans
Marketed other insurance companies as well as new and used car dealerships asking for referral business (very high referral rate). Handled new office “grand openings” including flyers, giveaways (t-shirts, mugs, key chains). Set-ups at local flea markets and/or local celebrations (i.e. Cinco de Mayo, Church Bazaars, Forest Festival). Set-ups at local insurance company seminars, getting more exposure of the Titan name within the industry
Led new agency opening initiatives by ordering signage, overseeing lease agreements, ordering furniture and equipment, working with builders and owners to ensure a smooth opening process
Partnered with the Retail Vice President in developing annual budgets for both states
Audited Manager and Agent salaries and recommend changes
Created and maintained a Retail Procedures Manuals for the States of TX, NM, CO, NV, AZ, & PA
Tracked and reported statewide overtime trends, inventory, Manager vacation, travel and expenses on a weekly to monthly basis.
Administrative support as needed
Handled licensing of all TX & NM retail insurance agents (70+).
Executive Legal Assistant 1996-1999
Assistant to General Counsel and Regulatory Counsel. Assisted with multiple agency acquisitions, disposition of Titan to USF&G, corporate and secretarial duties and SEC filings and regulatory and licensing matters.
Groce, Locke & Hebdon 1993 – 1996 San Antonio, Texas
Legal Secretary
Assistant to Cynthia Bivins and Abel Martinez, shareholder attorneys in labor/employment and insurance defense. Endured an extremely heavy litigation workload, coordinated litigation case management for the labor/employment law department, processed filings in state and federal courts, trial preparation, entered payroll hours, made travel and meeting arrangements, scheduled depositions.
Green & McReynolds 1990-1993 San Antonio, Texas
Executive Legal Secretary
(Returned to same job I held before moving to Washington, total approx. 4 years with Green & McReynolds). Assistant to Hubert Green (senior partner), Paul Green (now Justice of Supreme Court), and two other legal professionals. Responsibilities included calendaring of schedules and dockets for attorneys and coordinated docket control for entire firm, entered attorney/staff hours, extensive word processing, heavy litigation, trial preparation, maintained pleadings and correspondence files, maintained detailed daily files, screened all incoming calls and handled travel arrangements.
Oncogen May 1990- Nov 1990 Seattle Washington
Legal Secretary
Assistant to corporate attorney at this biological research company. Responsible for contracts between universities, scientists, other biological research institutes and individuals for services in research of cures and/or remedies for cancer and other serious diseases. I left Oncogen in Seattle to return to San Antonio.
Karr Tuttle Campbell Nov. 1989 – Nov. 1990 Bellevue Washington
Legal Secretary
Assistant to James Irby and Timothy Sullivan, (shareholders). Responsibilities included organizing and maintaining docket schedules appointments; handled travel arrangements; screened phone calls; written and verbal correspondence with clients; heavy litigation; maintained files; and heavy word processing.
Green, McReynolds & Green Aug 1988 – Nov. 1989 San Antonio, Texas
Executive Legal Secretary
Assistant to Hubert Green and Melissa Guthrie. Responsibilities included maintaining docketing system for entire firm, entering billable time for five attorneys, extensive word processing, processed filings in state and federal courts, maintained pleadings, and correspondence files, screened calls, handled travel arrangements.
Education, Licenses and Certifications
Undergraduate Studies San Antonio College – one year
Licenses Property and Casualty Insurance License, Texas
Life, Accident and Health Insurance License, Texas
Management Training and Development Courses
Competency Based Interviewing
Litigation Avoidance
Sales and Objection Overcomers
Communication for Success
Motivation Management
Harassment
Ethics
Software
Microsoft Windows Suite (Word, Power Point, Excel, Access, Microsoft Publisher) Lotus Notes, Adobe, Pagemaker, Adobe Photoshop, Mars, AIM, Rackley, Magic, AS400
References
A variety of professional and personal references are available upon request