Insurance Operations & Payroll Administrator

PATRICIA I. BAPTISTE Frederick, MD ***** 301-***-**** *************@*****.*** https://www.linkedin.com/in/patricia-baptiste-674b63b8/

PROFESSIONAL SUMMARY Highly accomplished and licensed Insurance Professional and Office Manager with over 20 years of experience in Property & Casualty insurance, payroll administration, and agency operations. Proven track record in driving sales growth, managing complex client portfolios, and streamlining administrative workflows. Expert in risk assessment, policy customization, and maintaining high retention rates through exceptional interpersonal communication and technical proficiency.

CORE COMPETENCIES

Industry Expertise: Property & Casualty Licensing (since 2005), Risk Management, Policy Underwriting, Claims Liaison.

Operations & Finance: Payroll Processing, Statistical Analysis, Financial Reporting, Daily Bank Reconciliations, Office Management.

Sales & Marketing: Lead Generation, Prospecting, Client Relationship Management (CRM), Strategic Networking, Market Expansion.

Technical Skills: Advanced Microsoft Office Suite (Excel, Word, Outlook), Payroll Software Systems, Multi-line Phone Systems, Data Entry Accuracy.

ADDITIONAL EXPERTISE: EVENT COORDINATION & PROJECT MANAGEMENT

Event Planning & Execution: Expert in end-to-end coordination of large-scale social and professional gatherings, managing everything from initial concept to final breakdown.

Aesthetic Design & Decorating: Highly skilled in venue styling and theme development, creating visually impactful environments tailored to specific client visions.

Organizational Leadership: Exceptional ability to manage multiple moving parts, including vendor timelines, guest logistics, and budget constraints, ensuring flawless execution.

PROFESSIONAL EXPERIENCE

PeopleworX Payroll Services Frederick, MD Payroll Administrator February 2023 – Present

Execute end-to-end payroll processing and printing for a diverse client base, ensuring 100% accuracy and compliance with regulatory standards.

Manage the secure distribution of payroll checks and time cards to agents and their respective clients.

Direct high-volume data entry operations and manage multi-line telecommunications, ensuring seamless internal and external communication.

Coordinate logistical support for Customer Service Representative (CSR) agents, including the preparation of materials for off-site professional seminars.

Allstate – Greg Smith Agency Frederick, MD Insurance Agent / Office Manager August 2015 – January 2023

Directed agency operations and sales strategies for a comprehensive suite of insurance products, including automobile, fire, commercial, and property policies.

Facilitated the entire sales lifecycle, from prospecting and lead generation to policy issuance and renewal.

Managed financial integrity through daily bank deposits and meticulous record-keeping.

Served as a technical advisor to clients, explaining complex policy features, advantages, and limitations to ensure informed decision-making.

Collaborated with clients during the claims process to gather critical information and provide status updates, enhancing the agency’s reputation for service excellence.

Represented the agency at industry seminars and programs to maintain up-to-date knowledge of emerging products and regulatory changes.

Statland & Katz Silver Spring, MD Insurance Agent September 2000 – May 2010

Developed and maintained a robust book of business representing Erie Insurance and various other carriers.

Customized insurance programs to mitigate specific client risks across personal and commercial lines.

Utilized strategic networking and referral programs to consistently meet and exceed sales targets.

Performed comprehensive administrative tasks, including premium calculations, payment processing, and policy endorsements.

Maintained rigorous documentation standards for policy renewals and client account history.

EDUCATION & LICENSURE

Licensed Insurance Agent (Property & Casualty) Montgomery Community College 2005

Bachelor of Arts in Communications (Coursework) University of Maryland 2000

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