Experienced Insurance Account Executive & Admin Professional
Resume:
Crystal R. Levey
Account ExecuƟve, AdministraƟve Assistant, Insurance Agent
************@*****.***
Euharlee, GA
LinkedIn.com/in/crystallevey
PROFESSIONAL SUMMARY
Proficient Account ExecuƟve with 20+ years of experience in assisƟng sales associates with business sales, renewals, and customer service needs. Dedicated to excellent customer service and client saƟsfacƟon while maintaining and protecƟng all confidenƟal in formaƟon. Organized and driven with an in depth understanding of the insurance business. Skillfully able to coordinate resources and administraƟve support to keep operaƟons smooth and improve team producƟvity. Proven ability to idenƟfy and resolve com plex issues. CommiƩed to ensuring accurate and compliant records. EDUCATION
ChaƩahoochee Technical College
Acworth, Georgia
2002—Business & Office Technology Degree
2002—Word Processing Specialist CerƟficate
CORES SKILLS
Professional
Sense of calling to work with people,
Customer Service Oriented
CreaƟvity in Problem Solving
Ability to Communicate effecƟvely
Consistency with a strict adherence to
ethical standards
Reliability, dependability and the ability to
inspire trust
Persuasiveness, the ability to influence
others
AƩenƟon to Detail
PrioriƟzaƟon
Flexibility to handle change, flexibility of
thinking, capacity to develop and willingness
to try new things.
Computer
MicrosoŌ Office Proficiency
Excel Spreadsheets
WORK EXPERIENCE
Harry Daniel Insurance, Cartersville, Georgia
May 2003 Present
Account ExecuƟve/ AdministraƟve Assistant/ Insurance Agent
Deliver excepƟonal customer service while assisƟng per sonal and commercial benefits clients for all customer needs regarding service and sales. This includes claim issues and billing quesƟons as well as all other quesƟons or concerns that arise.
Manage schedules, organize all office funcƟons including but not limited to business meeƟngs, appointments and staff meeƟngs.
Oversee all daily operaƟons.
Keeping inventory and ordering office supplies to ensure all items are available as needed for the efficiency of our staff.
Accounts Receivable and complete deposits.
Trained the AccounƟng Professional and serve as the AccounƟng backup as needed.
Process all incoming and outgoing mail.
Manage HR needs throughout the office regarding bene fit quesƟons, open enrollment, etc.
Serve as a resourceful and compassionate point of contact for all peers and clients.
David E. Miller, Jr CLU Insurance agent, MarieƩa, Georgia February 2000 May 2003
AdministraƟve Assistant
Assisted Sales Manager with client sales and needs.
Processed all incoming and outgoing mail.
Crystal R. Levey
Account ExecuƟve, AdministraƟve Assistant, Insurance Agent 770-***-****
************@*****.***
Euharlee, GA
LinkedIn.com/in/crystallevey
WORK EXPERIENCE (Cont.)
David E. Miller, Jr CLU Insurance agent, MarieƩa, Georgia February 2000 May 2003
AdministraƟve Assistant
Provided a wonderful customer experience while assisƟng clients with all customer needs regarding service and sales. This included claim issues and billing quesƟons as well as all other quesƟons or concerns that could possibly arise.
Served as a capable and considerate point of contact for all peers and clients.
Managed schedules, organized office funcƟons including but not limited to business meeƟngs, appointments and staff meeƟngs.
Helped facilitate daily operaƟons of the office to ensure everything ran smoothly and efficiently. Cliff A. Acuff, DDS, Cartersville, Georgia
February 1998 February 2000
OrthodonƟst Assistant
Assisted OrthodonƟst with all paƟent needs.
Cleaned and organized supplies and tools.
REFERENCES AVAILABLE UPON REQUEST.
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