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Administrative Assistant Business Development

Location:
Marlborough, MA
Posted:
April 04, 2025

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Resume:

Jasmine Smith

Marlborough, MA *****

*******.**@*****.***

+1-774-***-****

Professional Summary

A strong background in Property Casualty Insurance and business development, mixed with a passion for equity and inclusion, topped off with post-secondary education in criminal justice and business management render me the ideal candidate for any company looking to advance their organization. Throughout my career I have strived to inspire others through creative ideas that ultimately both boost revenues and enrich the community surrounding the organizations. I have the ability to quickly analyze entire organizations and provide essential strategic development plans to enhance organizations in a wide variety of fields over an array of software products, services, and concepts.

Authorized to work in the US for any employer

Work Experience

Director of Operational Development

Yes We Care!-Worcester, MA

2019 to 2022

• Research and Develop Strategies to expand the reach of the Programs offered.

• Acquire and distribute marketing materials to influencers of target groups. Licensed Bilingual Personal Lines Insurance Agent

Mainstream Insurance Agency-Worcester, MA

June 2020 to April 2021

• Proven top ranking sales production agency-wide.

• Manage client accounts to create the most value.

• Explain coverages so that the layman can decide which best suits them.

• Process simple and complex policy changes/updates.

• Maximize customer satisfaction.

• Develop and implement strategies that will boost retention. Accomplishments:

1. Aug 2020 Top Sales for Travelers Intellidrive Program 2. Highest sales since date of hire agency-wide.

3. Researched and developed implementation of EVR Services and compliance protocols. Licensed Bilingual Personal Lines Insurance Agent

A-AFFORDABLE INSURANCE AGENCY-Worcester, MA

March 2020 to June 2020

• Provide exceptional customer service in the personal lines insurance field.

• Utilize industry specific software to find customers their most competitive rates.

• Expand my knowledge of companies servicing Massachusetts.

• Gained experience financing policies through third-party vendors. Licensed Bilingual Personal Lines Insurance Agent

Zawada Insurance Agency-Worcester, MA

September 2018 to February 2020

• Writing personal lines insurance policies; auto and home.

• Understand and effectively explain the functions of each insurance coverage.

• Handling customers in an efficient manner during busy times.

• Communicating through phone and email.

• Billing functions, reminders, payment processing, non-pay cancel follow up.

• Policy cancel and re-writes.

• Case management; updating client accounts.

• Administrative functions such as faxing, scanning, email, phone calls.

• Verifying information with multiple databases.

• Determining appropriate companies to apply risks.

• Investigating and resolving disputes between the customer and company. Sales Representative/Customer Service

Phoenix Marketing and Advertising-Springfield, MA

April 2018 to September 2018

• Developing and coordinating sales for a green energy supplier

• Assemble presentations and proposals

• Maintain accurate product and sales logs

• Effectively multi-task in a fast-paced environment Accomplishments

• Networking with various companies and non-profit organizations to maximize the programs reach to customers

• Achieved top recruitment for office

Sales and Service Specialist

United Bank-Westfield, MA

2016 to 2017

• Support teller line and service platform as customer volume demands

• Track cash levels; request cash as needed; sell cash to vault to maintain appropriate levels

• Maintain flexibility in role responsibility

• Update customer records and databases

• Effectively switch between various databases and systems

• Prepare transaction reports

• Registered NMLS exp 2017

Accomplishments

• Contributed to the branch's achievement of top sales generation

• Significantly increased the branches sales generation in regards to financial advisement appointments and investments

• Designed and proposed partnership program between the bank and a large localized non-profit organization specializing in the prevention of homelessness to increase their clients' financial literacy and understand the steps toward home-ownership.

Business Development Specialist

ABM Transmission and Engine Technology-Chicopee, MA 2015 to 2016

• Create, implement, and improve office procedures to accurately record and track information related to customers, supplies, work orders, invoices, and accounting

• Prepare quotes and repair orders utilizing industry specific software

• Respond to all correspondence including phone, email, fax, and mail

• Develop a thorough written warranties regarding parts and labor performed

• Order parts, shop supplies, office supplies, and services as needed

• Act as the liaison between customers and master mechanic regarding repairs, billing, repair status, and other communications as needed

Accomplishments

• Direct and collaborate with various marketing allies to initiate and sustain successful results driven marketing campaigns

• Design and author the company's web interface, business cards, and signage

• Utilize google analytics to maximize web presence and generate higher customer volume and awareness

• Configure, advertise, and implement customer financing program Site Supervisor

Homework House-Holyoke, MA

2014 to 2015

• Organize students into productive work groups (12-16 students; ages 7-10)

• Create and maintain a classroom environment conducive to the scholastic growth of the class

• Match tutors with student groups

• Track and monitor daily progress; communicate areas of exception or concern to Education Coordinator

• In absence of tutors; lead group of students through homework assignments ensuring comprehension and completion

• In absence of school assignments; develop lesson plans to continue the academic growth of group Accomplishments

• Realized networking opportunity between Westfield State University's Education program and the Homework House's need for volunteer tutors

• Encouraged and implemented creative writing exercises to increase students' comprehension and composition capabilities

Education

Associate's in Criminal Justice

Holyoke Community College

2013

High school diploma in General Studies

Springfield Adult Education Center - Springfield, MA 2010

Skills

• Inside sales

• FDA regulations

• Financial Management (3 years)

• Childcare

• Employment & labor law

• Banking

• Direct sales

• Interviewing

• Web Analytics (4 years)

• Powerpoint (10+ years)

• Proposal writing

• Retail sales

• Tax experience

• Contract negotiation

• Microsoft Project

• Accounting (3 years)

• Accounts payable

• Risk management

• Root cause analysis

• Graphic Design (3 years)

• Workday

• Languages - Spanish (10+ years)

• Lexis-Nexis

• English

• Financial analysis

• General ledger reconciliation

• SQL

• Quality assurance

• Regulatory reporting

• Google Analytics (1 year)

• Phone etiquette

• Project management

• Child protective services

• Conflict management

• Accounting software

• Web Design (4 years)

• Windows

• DocuSign

• Accounting

• Analysis skills

• Remote access software

• Microsoft SQL Server

• Software troubleshooting

• CRM software

• CSR (5 years)

• Order Processing (3 years)

• GAAP

• Quality control

• Industry Specific Software (3 years)

• Medical terminology

• Sales support

• Fraud

• Graphic design

• Financial Statement Preparation

• Insurance sales

• Organizational skills

• Customer Support

• Data collection

• Crisis management

• Management

• B2B sales

• Bookkeeping

• Marketing

• Change management

• QuickBooks

• Recruiting

• Typing

• Supervising experience

• Business development

• Help desk

• Cybersecurity

• Account management

• Customer Care

• Sales

• Google Analytics

• Sage

• Employee relations

• General ledger accounting

• Data mining

• Adobe Acrobat

• Databases

• Digital marketing

• Data Entry (5 years)

• Documentation review

• Human resources

• Microsoft Access

• Time management

• Tax Prep Services (1 year)

• Pivot tables

• Filing

• Auto Insurance (3 years)

• Teaching

• Social work

• Google Suite

• Call Center

• Oracle

• Accounts Receivable (3 years)

• Salesforce

• Research

• Communication skills

• Driving

• Computer networking

• Affiliate marketing

• Customer Service (5 years)

• Financial Analysis (3 years)

• Account reconciliation

• Project leadership

• Forecasting

• ERP systems

• Underwriting

• Manufacturing

• Accounts payable (3 years)

• Cash management

• Operations management

• Strategic planning

• Negotiation

• Tax Experience

• Computer skills

• Marketing (3 years)

• Telemarketing

• Administrative Support (5 years)

• Multilingual

• Account Management (3 years)

• Outside Sales

• Google Docs

• Microsoft Office (10+ years)

• Cash handling

• Data management

• Leadership

• Epic

• DevOps

• Word (10+ years)

• Journal Entries

• Spanish

• Administrative experience

• Relational databases

• Search engines

• Customer service

• Insurance sales (3 years)

• Financial Reporting (3 years)

• Fair Housing regulations

• Process mapping

• SAS

• Active Directory

• Account Reconciliation

• Microsoft Excel

• SharePoint

• Bank Secrecy Act

• Bilingual (10+ years)

• Civil rights

• Data analytics

• Customer support

• Contracts

• Financing Programs (3 years)

• Payroll

• Budgeting

• iOS

• Microsoft Word

• Excel (10+ years)

• Scientific research

• Adult education

• Bank Reconciliation

• Microsoft Dynamics Navision

• Microsoft Nav Dynamics (Less than 1 year)

• Accounts receivable

• Insurance (3 years)

• Customer relationship management

• Fraud prevention and detection

• General Ledger Accounting

Languages

• English - Expert

• Spanish - Expert

• Portuguese - Intermediate

• Arabic - Beginner

• Python - Beginner

Links

https://www.facebook.com/profile.php?id=100************ https://www.linkedin.com/in/jasmine-smith-660359108/ Certifications and Licenses

Class D

Driver's License

Insurance Producer License

July 2021 to April 2022

Property

Casualty

Personal Lines

Additional Information

Hobbies/interests:

Horticulture

Interior/exterior design

Construction



Contact this candidate