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P C Executive Assistant

Location:
Land O'Lakes, FL
Posted:
February 23, 2024

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Resume:

Venita Renee Coffey

**** ***** *****

Odessa, FL 33556

Objective or Skills Summary

My objective is to continue my career with USAA where I will be able to continue my professional growth while making an ongoing corporate contribution to the organization's success.

Work Experience:

3/15/2007 -Present

USAA Tampa, FL

Financial Foundations:

Provide prompt, professional and efficient policy service to members/customers.

Advise and educate members to appropriate P&C and enterprise solutions for member's needs

Provide initial response to all service opportunities, identified and closed coverage gaps, or refer request to a higher level of expertise.

Provide members with guidance on the requests in accordance with member needs and company procedures.

Perform underwriting analysis to evaluate risk acceptability and determined appropriate product pricing.

Acquires and apply knowledge of products, services and processes to educate the member.

Recognize life events, understand member's needs and provides advice in order to deliver appropriate solutions to the member.

Extensive Product knowledge for Auto, Renters, Homeowners, VPP and billing.

Cross sales USAA products to help the member obtain financial security.

3/19/2006 -3/15/2007

USAA Norfolk, Va

Executive Assistant:

Prepare, compile and maintain daily, weekly and monthly reports on a personal computer for distribution to management.

Developed reports in excel and Access databases designed to streamline P&C operations.

Prepares and updates presentations, reports, and spreadsheets for EMG member and assigned area. Under guidance and authority of executive, composes e-mails, letters and memorandums.

6/01/2003-3/19/2006

USAA Norfolk, Va

Policy Service Representative:

Provided prompt, professional and efficient policy service to members/customers.

Advised and educated members to appropriate P&C and enterprise solutions for member's needs

Provided initial response to all service opportunities, identified and closed coverage gaps, or refer request to a higher level of expertise.

Provided members with guidance on the requests in accordance with member needs and company procedures.

Preformed underwriting analysis to evaluate risk acceptability and determined appropriate product pricing.

Recognize life events, understand member's needs and provides advice in order to deliver appropriate solutions to the member.

Cross sales USAA products to help the member obtain financial security.

8/25/1997-6/01/2003

USAA Norfolk, VA

Workload Analyst:

Analyzed daily weekly and monthly statistical reports

Developed reports to establish work schedules, lunch schedules, unit meetings, and training.

Developed reports in excel and Access database designed to streamline P&C operations.

Developed and maintained databases and spreadsheets for delivery to Management

Other Skills:

Ability to learn quickly, work independently and display creativity, initiative and teamwork.

Excellent verbal and written communication skills.

Education

1980-1984 B.T. Washington High School

2001-2010 Strayer University

Professional associations/certification

INS 21 - Property and Liability Insurance

INS 18 - Claims Insurance

INS Supervisory Management Program

Obtained Virginia Real Estate License 2006

Member of the USAA PRIDE Team

USAA Financial Services Mentor



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