Monica Falcon
**********@*****.***
Skills
• SECRETARIAL EXPERIENCE
• HUMAN RESOURCES
• OFFICE ADMINISTRATION
• MANAGEMENT
• MICROSOFT WORD, EXCEL,
POWER POINT
• PROFICIENT IN COMPUTER
SKILLS & VARIOUS SOFTWARE
• PROOFREADING
CORRESPONDENCE SKILLS
• ANALYTICAL ACCOUNTING
• ACCOUNTING / QUICKBOOKS
• OFFICE HOURS AND PATIENT
NOW SOFTWARE
• TEAM BUILDING
• CLIENT BUILDER
• INTERPERSONAL QUALITIES
• PRIORITIZE TASK SKILLS
• PAYROLL SKILLS
• DEESCALATE SITUATION SKILLS
• MARKET PROMOTIONS
• SPANISH/ BILINGUAL
• TROUBLE SHOOT
• CLIENT RETENTION
Career Objective
I am a versatile asset, seeking an opportunity as an Aesthetic Sales Representative, and contribute toward the Aesthetic Opps success, leveraging through my leadership and development skills while putting forth 19-years of Sales experience, 24 years of office experience and a 5 year stint in a medical aesthetics and plastic surgery office.
Experience
Farmers Insurance March 2022-Aug. 2024
Insurance Agent
o Earned and maintained proper licenses to conduct business under the Texas Department of Insurance requirements.
o Manage an independent insurance office as a Farmers Insurance Agent for over 2000 constituents.
o Offer insurance options tailored to the client’s needs auto, home and life insurance. (residential and commercial)
o Cultivate community relationships and business partnership, established, and maintained a good rapport with local market.
o Design spectacularly effective promotions and create effective and innovative advertising campaigns. Advanced Aesthetics Lopez Plastic Surgery March 2017-June 2022 Check- in/out Desk, Surgery Coordinator
o Provide great customer service by resolving customer billing and appointment questions and concerns using multi-line phones and e-mail correspondence. o Schedule patient evaluations and procedures (Patient Now application) with physicians or PAs based on the patient’s needs.
o Multi-tasker, prepare patient charts, (Patient Now application), end of day balance, track daily log in excel for patient co-pays cosmetic purchases and insurance payments in (MOMS- billing application). o Assis in Marketing the various procedures that Advanced Aesthetics offer through fun educational and sales promotional events.
Vanguard Protection Group L.L.C. April 2006-March 2017 Administration, Human Resources Sales Management
o Interviewed potential alarm and sale reps. Verify job histories for pre-employment and proper licensures that meet TX Department of Private Security requirements. o Maintained Human Resources Guidelines including local, State and Federal employment laws o Carefully listened to potential clients’ needs and I explained the programs we provide that best fit our client’s security needs. (Residential and commercial) o Answered e-mails and multi-line phone to answer customer billing questions and customer service questions also negotiated a comfortable selling price for security and cameras. o Regularly attended business-networking groups to cultivate community relationships and regional business partnerships. Designed spectacularly effective promotions and created effective and innovative advertising campaigns.
o Better Homes and Garden Fair Coordinator for VPG booth, managing sales representatives in promoting Vanguard Protection Group and services.
Horace Mann Companies Dec2004-Apri l2006
Insurance Agent, Full time 50+ hours per week
o Interviewed potential clients and I advised which policies best fits their financial needs and future financial needs such as Life Insurance, Umbrella policies, Auto, Home and Boater Insurance Policies. o Answered e-mail and multi-line phone and managed the billing, policy changes, EFT and customer inquiries, client data entry and telemarketing.
o I grew the business by regularly building business contacts and rapport with outside businesses such as realtors, builders, alarm companies, and health insurance agents. Cultivated and maintained a good rapport with local school administrators and their staff since Horace Mann Companies only tailors to active and retired educators.
Monica Chapman Insurance Agency- Farmers Insurance June2004-Dec 2004 Agent - Mid-Century, Fire Ins Exch, New World Life Ins Co, Truck Ins Exchange, Prudential, Foremost o Carefully interviewed potential clients and I advised which policies best fits their financial needs and future financial needs such as Life Insurance, Umbrella policies, Auto, Homeowner and Boater and Travel Trailer Insurance Policies.
o Managed the billing, policy changes and customer service and inquiries, telemarketing and data entry. o Managed retention and preservation of present clients with friendly mail and phone call reminders and updates. I received and processed checks and cash, daily. Blancken Insurance Agency Dec2003-June 2004
Office Manager of Customer Service Representatives and Sub-Agent o As the office manager for Russ Blancken’s Insurance Agency I aided and directed the insurance CSRs in billing, policy changes and customer inquiries.
o Managed retention and preservation of clients. Receipted cash and check payments from clients and/ or mortgage companies.
o Supervised and updated CSRs with the regular company policy changes to assure that CSRs were giving clear and valid answers to client. Managed the policy transaction and assignment of auto, house, boat, travel trailers, mobile home, and life insurance.
o Operated as a Sub-Agent and attended networking business luncheons for Mr. Blancken. Leslie Moeller Insurance Agency Feb2000-Dec 2003
Farmers Insurance - Customer Service Representative and Sub-Agent o Offer insurance options tailored to the client’s needs auto, home, and Life Insurance. o Managed billing, company policy changes and customer inquiries. Received payments from clients and their mortgage companies.
Education:
Incarnate Word High School Graduated May 1998
Texas Tech University June1998 - May1999
Cisco Junior College Aug1999 - May2001
Volunteer Services
• WIMBERLEY FLOOD LIAISON
• FOR THE LOVE OF GO, FUNDRAISER
COORDINATOR, NEGLEY
• JOLLYVILLE ELEMENTARY, SCHOOL MENTOR
• LAURA B. NEGLEY ELEMENTARY, SCHOOL
MENTOR AND POETRY CLUB TEACHER
• NEGLEY ELEM. PTA TREASURER
• MERCY CHEFS, after hurricanes
• AMERICAN CANCER SOCIETY, PATIENT
ADVOCATE
• CANCER THERAPY AND RESEARCH CENTER,
PATIENT ADVOCATE
• OWL RADIO, RADIO VOICE READER FOR
VISUALLY IMPAIRED
• ELF LOUISE