Life Insurance Administrative Assistant
Resume:
Lisa Kirkland
#**
San Mateo, CA 94403
*************@*****.***
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