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Receptionist, data entry, clerical

Location:
Canyon Lake, TX, 78133
Posted:
March 11, 2024

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Resume:

KAREN WAINWRIGHT CURRY

*** ****** **, ****** ****, TX 78133

830-***-****

ad39yi@r.postjobfree.com

SKILLS

Project management, mentoring, negotiation in sales, client relations skills

Work with minimal direction to solve problems, anticipate needs, and modify as expectations/needs change

Excellent written communication, analytical, interpersonal, organized, ethical, responsible, and detailed oriented

Computer skills, standard, Microsoft excel, word, word processing, OPT program for leads, Program Dialer

Interacts effectively with multiple insurance companies: Mutual of Omaha, Foresters, Americo, American Amicable, National Life Group and more

Self-motivated to obtain personal sales goals

LICENSES

2020-2024 – Health /Life Insurance License, Texas, #2083820.

2016–2019 - Real Estate License, Texas expired

EDUCATION

Continuing licensing courses for life and health license for state of Texas

In process for Certification for Annuity training with annual update courses

Maintains required course(s) each Insurance Company mandates to utilize their electronic application programs

1993 – McLennan Community College, Waco, TX

oC.N.A., Certified Nurse Aide

PROFESSIONAL EXPERIENCE

Symmetry Financial Group

Insurance Agent, Texas 2018 – Present

Providing sales for Mortgage protection, Final Expense, Debt Free Life, Term Insurance

Collects detailed personal medical history of potential clients utilizing HIPPA laws

Works with various Insurance companies to complete the best package for customer(s) as well as the Company

Weichert Realtors

Real Estate Agent, Texas – 2016-2018

Writing and negotiating contracts for sales

oWorks with home owner and photographers to obtain best views and information for sales

oGathers information from clients to help find prime location and home for purchasing

Works with various Inspectors for home inspections

oAssists customers in understanding findings as well as what must be done to complete the sale/purchase

oAssists customers in staging home for best viewings

Effectively utilizes various TREC documents

Assists customers in understanding terminology within the contract for the sale as well as Title company forms

Attained 1.3 million in sales first six months of 2018

Alfa Laval, Inc.

Consultant for Sales for 2015

2016 Self Employed,

2012-2015 – Alfa Laval Inc. – Assisted in acquisition purchase of Vortex Ventures Inc, Houston, TX

Office Manager/RBM (Regional Sales Manager)

oSold Silos, Surge Tanks, Shear Mixers for mud mixing, Sanitary Equipment for Food Industries, Replacement components

KAREN WAINWRIGHT CURRY

Vortex Ventures Inc.

Office Manager/Inside Sales, Houston, TX – 2000-2012

Planning and scheduling of for sales and production of equipment

Assisted in creating/developing new customer accounts

Assisted in maintaining relationships with existing customers

Provided service and parts sales information

Prepared project sales proposals for Offshore and Land Oil Rigs

oIncluded brochures and drawings of equipment

Reviewed and negotiated customer purchase orders

Evaluated terms and conditions to obtain satisfactory levels of agreement between both parties

Managed outside sales areas Gulf coast America, Canada

Third Estate Ltd - Co-Owner

Sales - Pasadena, TX – 1996-2000

Supervised refurbishment and fabrication of Mobile Homes utilizing HUD codes

Customer Service:

oAssisted customer to locate land or Lot space for Mobile Home

oAssisted customer in obtaining loans for purchase

oProvided contract to client who purchased Mobile Home

Delago Health Services and Concepts of Care

Office Manager/ C.N.A., Pasadena, TX – 1990-1996

Office manager:

oProcured Doctor’s Signatures for nursing visits utilizing CD-9 codes for Medicare and Medicaid

oPayroll verification with Nursing and CNA visits

C.N.A.: Provided care with compassion and comfort to client/patient and family

oProvided care for home bound and Hospice patients

oAssisted patients with help walking, exercising, and moving in and out of bed

oPositioned, fed, bathed, dressed and assisted patients with grooming and other tasks

oObserve patients' conditions, measure and record food and liquid intake and output and vital signs

oAssisted with some meal planning and preparation

oReported changes to professional staff

oAssisted with Light duty housekeeping & cleanliness of client’s home



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