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Customer Service Executive Assistant

Alpharetta, GA
June 29, 2018

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Rene' D. Machost **** Pinewalk Drive

Alpharetta, GA 30022

Qualification Profile

Highly Organized

Excellent communication and interpersonal skills

Payroll handling

Adept at Recruiting & Hiring Processes

Developed Agent Training Materials

Hold current licenses in GA for both P&C and Life and Health

98% Client Retention

Microsoft Office proficient

Detail Oriented and Creative

Persistent and Hard Working

Able to Multitask

Knowledgeable in guidelines and underwriting for Life, Medicare Supplement, CCI, Cancer, Medicare Advantage, Property and Casualty

Multi-State Report Tracking

30 Plus Agent Support and Tracking

Customer Service Leader

Professional Experience

Georgia Farm Bureau Executive Assistant

Roswell, Georgia

2014 – Present


Assigning and Monitoring office staff functions

Prepare Billing and Outgoing Communications

Community Advocate with Local Schools

Maintain Office Services

Prepare Payroll

Supply Requisitions

ACS Banking System

Provide quotations & process paperwork for P&C business & changes

Complete follow-up requests to members on insurance services

Complete P&C policy applications and change applications for new and

existing member policyholders

Provide outside inspections of covered properties

Prepare, process, review and monitor applications, changes, binders, etc.

Conduct marketing activities as directed including finalizing loan documents

Schedule Appointments

Sterling Life Insurance Office Manager

Roswell, Georgia Senior Associate Sales Support

2009 – 2014 Inside/Outside Sales Agent


Primary support for the Georgia, South Carolina, Tennessee, North Carolina, Pennsylvania, Michigan, Wisconsin, and Delaware markets

Daily Sales reports, along with weekly Lead to Sale reports, which was utilized by Home Office and used in: tabulating lead quality, the profitability of the lead source, determining the most profitable ROI

Source, Hire, and Train new Agents

Track Agent Progress and obtain assistance, if necessary, to improve their success rate

When all instance of prior attempts to improve an employee’s performance had failed, I was responsible for terminating the employee

Maintain daily functions of the office, such as: all secretarial work and ensuring day to day functionality of the office

Daily and monthly activity reports used by senior executives

Provide customer service to clients for the purpose of client retention

Educating seniors on Medicare Part A, B, and Prescription Drug coverage

Evaluating available plan options to limit a Medicare Eligible’ s financial exposure upon enrollment in Medicare

Sold Critical Illness, LTC, Cancer, and Final Expense policies

Assist the client annually in locating the right Prescription Drug Plan that best suits their need to help keep their out of pocket costs to a minimum

Maintain close relationship with underwriters to help facilitate policy issue

Fulton County Board of Education Para Professional II - Special Education

Alpharetta, Georgia

2003 - 2009


Implement Behavior Intervention Plans

Academic assessments of Special Needs students

Curriculum Development for Students with Exceptional Needs

Composition of IEP’s and collaboration with parents for student accommodations and goals

Work closely with additional Support Personal

Execute Curriculum Modifications

In-Home Loving Day Care Owner/Operator

Alpharetta, Georgia

1995 - 2003


Assess Child Development

Develop programs that stimulate cognitive, physical, and emotional development

Implement Age Appropriate Programs

Assist in the Development of Self-Help Skills

Communicate with parents and conduct conferences

Preserve State Health and Safety Regulations

Maintain Confidential Student Records

Preserve Business Operation Records


Stephen F. Austin State University, Nacogdoches Texas

Bachelor of Science in Psychology

Minor in General Business


Georgia Life/Accident/Sickness Agent

Georgia Property and Casualty Agent

References Available Upon Request

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