Customer Service Microsoft Office

ADMINISTRATIVE CUSTOMER SERVICE PROFESSIONAL

INSURANCE

PROPERTY AND CASUALTY

Performance driven and focused professional, demonstrating administrative proficiency and outstanding customer support within the Insurance sector. Licensed General Agent in Property/Casualty, currently seeking to transition back into insurance to secure a challenging and rewarding opportunity with an agency that is poised for growth.

Client-centric approach and detail-oriented with comprehensive understanding of client needs assessment. Ability to provide tactical solutions vital to corporate growth and profitability. Demonstrated success in developing customer relationship strategies while fostering a positive and productive work environment conducive to delivering the highest standards of professional excellence.

Highly ethical and resourceful visionary leader with the exceptional capacity to multitask in a fast-paced environment; managing priorities with ease while achieving organizational goals and objectives. Outstanding written and verbal communication skills and the ability to collaborate with diverse groups while inspiring confidence at all levels. Driven partner with desire for increased responsibility and professional growth, demonstrating effectiveness in team leadership and encouraging participation through the application of successful strategies that foster operating synergies.

Technological Proficiencies: Microsoft Office Suite Word, Excel, Outlook, PowerPoint and Access

QUALIFICATIONS SUMMARY

25+ years’ experience working in executive administrative capacity for high-profile insurance agencies.

Licensed in Property and Casualty with renewal scheduled for July of 2017.

Develop leads, schedule appointments, assess needs and make recommendations to potential and/or existing policy-holders.

Collaborate with internal/external agents to establish and meet goals and objectives.

Experienced in sales and marketing of insurance, maintaining a strong work ethic with a total commitment to success.

TRANSITIONAL SKILL SETS AND AREAS OF EXPERTISE

Perform various support duties with ability to process insurance transactions, such as internal/external requests for information and preparation of documents.

Consistently adhere to processes and procedures and compliance with local, state and federal regulations.

In-depth knowledge of insurance administrative and software applications.

Liaise between employees and insurance companies; assist in developing policies for risk management and loss control.

Quote prices for both large and small groups both for new business and renewals.

Create and update spreadsheets especially for proposals and collaborate directly with brokers, clients and customers on service related issues.

Professional Career History

Customer Service Associate – Wal-Mart, Richmond, TX – 2008-2015

Personal Sabbatical – 2005-2008

Executive Administrative Support/Customer Service – Marsh & McClennan Agency, Austin, TX – 2003-2005

Administrative/Customer Support – John L. Wortham Agency, Houston, TX – 1998-2003

Career History Prior to 1998

Administrative/Customer Support – Old Guard Mutual Insurance, Texas

Education, Certifications and Professional Development

•Property and Casualty, General Agent’s License #1239482 issued July 6, 2015 renewable 2017.

•Refresher Coursework: Microsoft Office Suite 2015

•General Coursework: Business Administration and Organizational Development

•High School Diploma

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