Esmeralda Chavez

Administration Assistant

760-***-**** ad2zyn@r.postjobfree.com Bermuda Dunes, CA 92203

CAREER OBJECTIVE

Highly organized professional with experience in providing exceptional administrative support to departments and personnel. Proven track record of ensuring accuracy and efficiency in scheduling, meeting coordination, and records management. Committed to delivering outstanding customer service and excellent communication skills. EXPERIENCE

ADMINISTRATOR, San Diego, CA

Auerbach & Gussin Insurance and Financial Services, Inc, January 2009-Present

• Optimized customer service strategies, increasing retention with revitalized focus on customer needs and market demands Met and maintained monthly and quarterly insurance sales goals through mastery of product and service offerings and market trends

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• Prospected and scheduled quota of new client appointments per week

• Maintained partnerships with insurance company representatives and underwriters

• Drove significant territory growth, continuously prospecting new business

• Maintained high satisfaction rates, establishing strong customer relationships with regular outreach and follow-ups

• Set up clients with new policies, including calculating premiums and establishing payment methods

• Promoted insurance policy sales with persuasive explanations of plan features and advantages against competitor options.

• Implemented effective strategies to streamline office operations.

• Managed detailed filing system for organizing client records.

• Utilized computer software to complete various administrative tasks. Analyzed internal processes and recommended and implemented procedural and policy changes to improve operations, such as supply changes and disposal of records.

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SKILLS

Data Entry Conflict Resolution Techniques Advanced Excel Spreadsheet Functions Microsoft Office CRM Management Google Drive Record Keeping Office Management Strategic Planning Data Confidentiality CERTIFICATIONS

• Health & Life Insurance