Customer Service Insurance
Resume:
Amie Locke
Email: **********@********.***
Address: **** ***** **** ****
City: League City
State: TX
Zip: 77573
Country: USA
Phone: 832-***-****
Skill Level: Experienced
Salary Range: $35,000
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Amie Locke
2738 Quail Dove Lane
League City, TX 77573
**********@********.***
Management Profile
Accomplished professional with diverse experience to offer outstanding team leadership and skilled administrative support developed through experience as an office and human resource manager, executive assistant, and insurance agent. Effectively resolves employer challenges with innovative solutions, systems, and process improvements proven to increase efficiency and customer satisfaction. Generate and expand business through establishing an excellent reputation with a base of exemplary customer service. Ability to coordinate with management, cross-functional teams, and vendors in the execution of daily tasks and functions. Commended in excellence in innovation, creativity, and organization. Enthusiastic team player with quick-study capabilities, with a track record of consistently contributing to company's growth and success.
Core Competencies
Strategic Business Planning * Project Management * Cross-Functional Team Building & Leadership * Human Resources Affairs * Employee Benefits * Risk Management * Hiring, Training & Coaching Negotiations * Research & Analysis * Financial & Business Modeling * Excellent Proof Reading & Writing Skills * Operating Policies & Procedures * Inventory Management * Extensive Insurance Sales & Customer Service * Microsoft Office and Computer Expert
Professional Background
Office Manager 2006 to 2012
Nationwide Insurance, Houston, TX
* Responsible for overall operations for a busy, successful insurance agency with up to seventeen employees and three locations. Directed office management functions on a daily basis and supervised employees in daily job tasks. Increased the effectiveness and efficiency of operational systems, processes, and policies in support of company's mission - specifically, operations restructuring to address business growth, reduce costs, and improve service.
* Responsible for reconciliation and maintenance of daily cash reports, all accounts payable and receivable, cash handling, invoicing and billing, obtaining contracts, inventory control and ordering, and reconciliation of bank statements. Pioneered and set up an in office check deposit system with a FDIC Bank. Also handled tax filing functions. Performed financial forecasting, budget adherences, and strategy analysis for continuous improvement.
* Skilled in information systems management, analysis, troubleshooting, testing, documentation, system and program security, hardware and software installation, applications and program management, technical support, and network administration. Implemented a paperless scanning system for organization of database of client and administration files increasing efficiency of office staff. Expertise of office equipment and computer applications including Microsoft Office Suite, email, and internet.
* Human resource point of contact for employees. Coordinated with new hires and professional employer organization for payroll purposes, benefits administration, job descriptions, legal issues, drug testing, and maintained employee records and time sheets.
* Intensely involved in professional and community organizations, activities, and fundraisers.
* Created an employee handbook that clearly set forth expectations for employees, and describes what it is expected from the company. It also described the legal obligations as an employer, and employees' rights.
* Excellent proofreading and writing skills, including ability to write reports, agendas and edit contracts.
* Developed efficiency-enhancing workflow/process improvements for tracking commissions that made it possible to accommodate increasing responsibilities necessitated by staff reductions.
* Saved thousands of dollars in fees and improved the response-rates of direct marketing campaigns by bringing formerly outsourced mass-mailing function in-house.
Insurance Agent 2003 to 2006
Nationwide Insurance, Houston, TX
* Solely in charge of analyzing and underwriting over 2,000 new business and renewal policies with Texas Windstorm Insurance Association equaling over $2 million in premium annually.
* Nationwide agent with a history of surpassing customer and employer expectations. Prospected and set appointments based on leads, coordinated with office staff, maintained quality control, networked, prepared various reports, designed and delivered presentations to current and prospective clients, and analyzed competitive price data and trends. Quoted rates, prequalified customers, and assisted with the underwriting process for various insurance policies.
* Remained current on the latest trends in the industry, with comprehensive knowledge of financial and insurance products, services and best practices. Profound knowledge of insurance laws, regulations, and processes. Understood, promoted, and stayed updated on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures.
* Accurately completed policy applications and submitted required documentation for processing. Played a key role in processing of policy change requests and provide excellent customer service.
* Expanded current business by consistently understanding clients` changing needs and made appropriate recommendations to strengthen insurance coverage.
* Ability to clearly communicate the features and benefits of insurance to customers. Dedicated and tenacious sales expert, with a reputation for consummate professionalism and exemplary ethics.
* Repeatedly increased sales and maintained revenue growth each year with an average of 22% growth rate; continued to increase agency's business clientele through establishing an excellent reputation with a base of exemplary customer service. Achieved top performance in account retention, add-on sales, and growth.
Education
Bachelor of Business Administration, Business Operations 2005
University of Houston, Houston, TX
Certificates Texas Property & Casualty License 1999
Kaplan University, Houston, TX
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