Life Insurance Data Entry

Maria G. Gonzalez

**** **** ***** ** ***********, Texas 75137

Email: ******@*****.*** cell: 469-***-****

Insurance agent with versatile skills and development, excellent Customer Service Etiquette, workflow scheduling, planning and time management, fluent in Spanish and English.

WORK EXPERIENCE

Life Insurance Specialist

Medrano Agency LLC (Allstate Insurance) Dallas, Tx (July 2018 – Current)

Conduct a needs analysis for clients to determine their life insurance needs

Write Life Insurance Applications

Assist Case Managers in the Underwriting Process

Served as a Coach to generate leads and train new hires

Library Clerk

Irving ISD (Lady Bird M.S.) Irving, Tx (September 2022 – February 2024)

Updating databases and files

Sorting and shelving books

Maintaining records and sending overdue notices

Checking in and out various library materials

Assisting students in locating books and/or placing materials on hold

Substitute a class as needed and serve as the Receptionist in front office to green and answer phone

Supervised students

Insurance Agent Broker

Amerilife of Texas LLC Irving, Tx (February 2022 – June 2022)

Assisted seniors with presenting and enrolling them with Medicare health related products and wrote financial plans (Annuity)

Participated in Senior Center Events

Outbound calls using a Phone Burner Automatic Dialer

Life Insurance Specialist

American Income Life Insurance, Arlington, Tx (October 2016 to June 2018)

Outbound calls to schedule appointments to in force life insurance policy holders and referrals to deliver supplemental benefits and conduct a Final Needs Analysis

Followed up with existing life insurance policy holders to review plans; wrote new policies for additional coverage.

Promoted to Supervisor to train new Agents in the Field

Office Manager

Starlex Home Health Services, Mesquite, Tx (February 2016 to October 2016)

Administered general office duties

Maintained electronic filing and record-keeping systems using EMR software for patient’s records

Payroll and coordinated work schedules for the nurses in the field

Front Office Coordinator

Injury One Clinic - Dallas, Tx (March 2015 to February 2016)

Front Desk check in/out; greet and meet patients; answered phone

Scheduled appointments

Processed refill medication requests

Back up to Medical Assistant to check patient vitals and served as a Spanish Translator

Maintained Office Inventory

Processed Medical Record Requests

Appointment Scheduler

Catalina’s Cleaning Service Dallas, Tx (September 2013 to March 2015)

Scheduled appointments for estimates

Booked house cleaning jobs

Transported Housekeepers to and from jobs as needed

Inspected cleaning jobs

Inventory/Purchasing Supplies

EDUCATION /CERTIFICATIONS/LICENSES

Certification - Medical Office Assistant

PCI Health Training Center - Dallas, TX Graduated 08/2012

Public Notary in Texas

Nimitz High School – Diploma - Irving, TX

P&C/Life & Health License in Texas

2023-2024 FFM Certification to sell ACA

SKILLS

● Bilingual in Spanish and English

● Time Management

● Reports and document preparation

● Proficiency in MS Office (Word, Excel, Outlook)

● Data Entry, Customer Service

● Typing and 10 Key by Touch

● Word Processing, Spreadsheets

● Telephone Skills, Office Support, Customer Service

● Filing, Attention to Detail, Payroll

● Outstanding verbal and written communication skills

● Strong work ethics and team player

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