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Health Insurance Agent

Location:
Stockton, CA
Posted:
October 12, 2023

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Resume:

LIANE REYES

831-***-****

ad0blq@r.postjobfree.com

QUALIFICATION SUMMARY

Professional administrator and notary

public with over 20-years combined

experience in corporate, educational,

and legal sectors. Experienced

productivity in high-pressure fast-

paced environments. Efficient and

skilled with office systems, functions,

and process management, in addition

to MS office suite – Word, Excel,

PowerPoint.

CORE COMPETENCIES

• Database & Records management

• Budgeting, Bookkeeping

• Life & Health Insurance-licensed

• Collections

• Staff Organization & Collaboration

• Interpersonal Skills

• Decision-making & Judgment

Capability

• Planning and Problem-Solving

Capabilities

PROFESSIONAL EXPERIENCE

iLeverage LLC

Life and Health Insurance Agent / Administrator

Feb 2018 – Present

Life and health insurance consultant for private and public sector clients. Onboarding and new agent trainer. Client tracking. Business pipeline monitoring. Executive team participant and decision maker.

Gavilan View Middle School

Librarian / Computer Technical Assistant

Aug 2016 – April 2017

Electronic and manual sorting of library and computer resources. Responsible for the logging and issuance of student computers and textbook material. Manage library publications and provide customer service to staff and public visitors.

New Republic Elementary School

Computer-tech Instructor

Aug 2014 – June 2016

Taught basic computer functions to K-5 students.

Responsible for overseeing computer-based testing and establishing protocol. Provided event support, organization, and coordination with school staff.

KEY CLIENT INTERFACE

• Columbus Life

• Transamerica

• National Life Group

• American Amicable

• Fidelity & Guarantee Life

• Optima Financial Services

• United Healthcare

Continued to Page 2

Page 1 of 3

Homemaker

Self-employed

April 2009 – June 2021

Taught 5 children specific coursework in both, home-school structure and public-school structure. Networked with other homemakers to support academic and fitness process improvements. Applied expertise in MS Office suite of products to educate 5 children through elementary, middle, and high school years.

PROFESSIONAL EXPERIENCE – cont’d.

Tech 21 IT Services

Administrator

May 2001 – Sept 2002

Provided comprehensive support to a 10-person office. Assisted in the scheduling of IT Network repair and maintenance services. Managed conference calendar and conference room reservations. Ordered office supplies through corporate account. Monitored incoming and outgoing mail daily, express mail from FedEx and UPS. Various clerical duties such as filing, organizing and other duties as needed.

LIANE REYES

831-***-****

ad0blq@r.postjobfree.com

Parker Construction

Administrator

Jan 2001 – May 2001

Flowcharted and streamlined existing office operations, systems, and procedures for future employee training purposes. Implemented and operated QuickBooks program to improve efficiency and accuracy in all areas of accounting to include A/R, A/P, purchasing, order entry. Interfaced and coordinated effectively with vendors, contractors and clients. Provided payroll monitoring and documentation. Distributed labor-law specific information to employees. Drafted and edited business correspondence to include sensitive legal and project related content on behalf of the CEO Provided project, office, and operations support to designers to include: Contract preparation, Schedule development Project file set up, project specifications, and records maintenance with update. Responsible for the organization of all business-related activities.

Page 2 of 3

Lavorato, Chilton, House, and Lavorato

Legal Secretary

Sept 2002 – March 2009

Support to 13-person firm in family, criminal, corporate law, and estate planning. Skilled in pleadings, motions, notices, and depositions. Draft case captions. Provided notarization services as needed for key clientele. Maintained redwells on discovery, motions, pleadings, and appeals. Prepare exhibits, indexes, and documents. Utilize US Party/Case, Federal, and state court websites.

Continued to Page 3

PROFESSIONAL EXPERIENCE – cont’d.

End

LIANE REYES

831-***-****

ad0blq@r.postjobfree.com

Business Resource Group, Inc.

Project Coordinator

Aug 2000 – Jan 2001

Streamlined existing office operations, systems, and procedures for future employee training in support of 20-person office team dedicated to servicing Cisco Systems.. Managed sales order processes. Assisted project management teams in the scheduling and ordering of systems, tracking shipping and delivery dates for timely completion of systems furniture projects. Interface with service providers, installers, and vendors. Maintain and distribute internal project reports.

Additional employment history available upon request.

EDUCATION / LICENSES

Life and Health Insurance License – State of California 2018 – present

HIS Contractor License – Contractor State Licensing Board North Salinas High School, Salinas, California

LIFESTYLE

Hula Dancer

Fastpitch Softball Coach

Outrigger Canoe Racing Coach

Active mother and wife to a husband and family of 5 children Page 3 of 3



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