Versatile Insurance and Admin Professional with Strong Customer

Emily Burleson

Austin, TX ***** +1-512-***-**** *****************@*****.***

Professional Summary

• Enthusiastic and outgoing

• Strong organizational skills

• Active team player with ability to work independently

• Multitasking and time management

• Proficient understanding of all office machines

• 10+ years customer service experience

• 3+ years of insurance experience

Willing to relocate: Anywhere

Work Experience

Personal Assistant

Private Household Austin, TX

April 2026 to Present

• Maintain Organization around household

• 2-3 Loads of Laundry; Wash, Dry, Fold, Put Away

• Run Errands; Grocery Pick-Up, Pharmacy Picking-Up

• Change Sheets, make beds

• Research for travel and group travel rates

• Medicine administration for pets

• Pet care when owners aren't home

Life Insurance Agent

Globe Life American Life Division Dallas-Fort Worth, TX April 2025 to Present

• Maintained 1000-1500 outbound calls per week to prospective clientele

• Maintain a schedule of 10–12 Appointments per day with clients

• Provide a broad spectrum of products to clientele

• Complete the registration and application process with clientele over Zoom

• Provide continued communication between clients and underwriting department throughout the underwriting process

• Provide exceptional customer service to individuals looking for life insurance products

• Answer questions with relevant knowledge to the products provided

• Current on all Licensing and certifications

Residential Connectivity Specialist

Spectrum Dallas, TX

September 2024 to May 2025

• Canvas territories for prospective customers

• Educate customers on different packages that fit their needs

• Schedule installation and communicate between customer and technician until order is fulfilled

• Average 15-20 sales/month

Licensed Insurance Agent

Senior Life Insurance Company Austin, TX

February 2024 to August 2024

• Updated on all continued education

• Outbound calls to prospective policyholders

• Create relationships with policyholders and find suitable policies for them and their families

• Keep clients updated on status of their application and maintain communication with underwriting

• Keep extensive record on all outbound calls and emails to clientele in addition to sales records

• Provide training to all incoming agents

Life Insurance Agent

Globe Life American Income Division Austin, TX

July 2023 to February 2024

• Maintained 1000-1500 outbound calls per week to prospective clientele

• Maintain a schedule of 10–12 Appointments per day with clients

• Provide a broad spectrum of products to clientele

• Complete the registration and application process with clientele over Zoom

• Provide continued communication between clients and underwriting department throughout the underwriting process

• Provide exceptional customer service to individuals looking for life insurance products

• Answer questions with relevant knowledge to the products provided

• Current on all Licensing and certifications

Supervisor

Goodwill Industries Cedar Park, TX

December 2022 to May 2023

• Maintained the schedule of 25 employees

• Performed opening and closing duties at 2 different locations

• Maintained records of all donations, profits, and sales goals

• Carry Out all inventory documentation

• Provide support to staff with front of house and back of house duties Retail Sales Associate

AT&T Austin, TX

February 2022 to November 2022

• Warmly greeted and assisted customers with their phone and internet service

• Assisted customers in new phone/equipment purchase and provided current information on their bill

• Successfully upsold products and accessories to enhance customer experience with new products

• Worked in team environment to meet and exceed sales goal’s month to month Business Owner

Burleson's Broom Housekeeping Austin, TX

April 2018 to June 2021

• Built and maintained clientele

• Use of QuickBooks to send out invoices and keep track of expenses

• Properly cleaned each clients’ home within an acceptable and appropriate time frame

• Managed and resolved any client complaints

• Management of all supplies and retained records of all products purchased Call Center Representative

Alorica Austin, TX

July 2017 to April 2018

• Successfully maintained over 60 cases at a time

• Properly interpreted lemon law and regulations and communicated necessary information to customers for their vehicle

• Built cases for customers to get compensation for their vehicle through what lemon law allows

• Exceeded customer service expectations with Goodwill gestures and positive attitude

• Maintained necessary documentation for vehicles and mechanic paperwork in an organized manner

• First point of contact for both customer and dealerships

• Provided additional support to Litigation team and properly notated events in real time Server

Outback Steakhouse Austin, TX

February 2014 to January 2015

• Provided exceptional customer service to patrons

• Managed 3-6 tables at a time

• Successfully memorized menu and provided recommendations to customers

• Front of House/Back of House opening and closing duties Education

High school diploma or GED

Skills

Video conferencing software Interpersonal communication Microsoft Excel Presentation software Microsoft Outlook Managing client accounts Communication platforms Accounting Customer communication Filing Word processing Driving E-signature software Databases Research Computer literacy Organizational skills Client relationship development Appointment scheduling Negotiation Typing Communication skills Windows Microsoft Outlook Calendar Customer service Google Docs 10 key typing Writing skills DocuSign Zoom Email customer support Executive administrative support Individual consumer customer service iOS Analysis skills Calendar management Front desk Administrative experience Attention to detail Proofreading Guest relations Teamwork Policy & process development Greeting customers Office management Microsoft Powerpoint Mac OS Cold calling Phone customer support Computer skills Microsoft Office Outbound calling Phone etiquette Time management QuickBooks

Certifications and Licenses

Life & Health Insurance License

Driver's License

Additional Information

Authorized to work in the US for any employer

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