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Your Name

Insurance agent

Walden, NY

your.email@example.com
111-222-3333
www.your-website.com

Summary

Conscientious, personable & energetic Administrative Specialist with ten years of experience that features excellence in customer service and prioritizes advancement of company goals. Motivated self-starter who's earned a reputation for being proficient, hardworking and reliable.

Work Experience

Insurance agent

Allstate/ Insurance,

Aug 2010Sep 2011

Market Assistant/ Administrative Assistant

prudential financial, Walden, NY

2000 2009

Insurance Office/ Tony Trapini

Owner Operator of Fitness Center

Totally Trim & Tone, Women's fitness center, Newburgh, NY

2002 2007

Property Manager

Danza Group, Newburgh, NY

2001 2007

Office Manager, Fitness Instructor

Curves for Women, Newburgh, NY

2000 2002

Education

Valley Central High School,

Additional Information

Marie Bell
486 Coldenham Rd., Walden, NY 12586
(H) 845-567-9766 © 845-406-5854 e- mail: mz3059@aol.com

PROFILE
Conscientious, personable & energetic Administrative Specialist with ten years of experience that features excellence in customer service and prioritizes advancement of company goals. Motivated self-starter who’s earned a reputation for being proficient, hardworking and reliable.
SKILLS AND PROFICIENCIES
  • Workflow Planning & Prioritization Customer Acquisition/Retention Marketing Strategies
  • Project & Document Management Trouble Shooting/Problem Solving Strategic Planning
  • Crisis Management Building Relationships Microsoft Office

QUALIFICATIONS SUMMARY
Outstanding Customer Relations. Comfortable interacting and serving a broad customer base while developing new and existing customer relationships.
Corporate Reporting. Generated and communicated local insurance office quarterly and annual reports and coordinated periodic audits and reviews with Prudential Services Corporate Headquarters.
Insurance Policies and Procedures. Knowledgeable of insurance industry office protocol and basic insurance policy features and services.
NYS Brokers & Agents Licensure – Exp. 12/2013
EMPLOYMENT HISTORY
INSURANCE AGENT 2010-2011
Allstate – City, NY
Directly responsible for the daily service requirements on assigned book of business including, but not limited to:
  • Rating and Quoting new and renewal business
  • Binding coverage and confirming with client
  • Preparing and/or supervising preparation of quotes for new and renewal clients
  • Billing including the collection of premiums per established agency procedures
  • Reviewing (and processing) all applications, renewal requests, policies, and endorsements for accuracy
  • Monitoring past due accounts and contacting insured and/or producer as needed
  • Ordering motor vehicle reports and other necessary documents, as required
  • Assisting other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
  • Keeping producers informed of all important activities on their accounts including being sensitive to potential problems and informing management
  • Obtaining expiration dates for policies not written by us to follow-up on and quote
  • Assisting other CSRs as needed, including taking calls from the client if the usual CSR is not available
  • Completing other essential functions as assigned

MARKET ASSISTANT/ ADMINISTRATIVE ASSISTANT 2000-2009
Prudential Financial/Liberty Mutual - Walden, NY
Managed office operations for marketing department in busy, high-profile insurance company, duties included:
  • Schedule/confirm appointments for agents
  • Coordinate agency prospecting through direct mail, company prospecting programs and Personal Insurance Reviews
  • Respond to inquiries, issues, and complaints
  • Discuss insurance product offerings with current and potential customers
  • Maintain high customer service standards to attract and retain customers
  • Advise customer of claims and billing policies and procedures as needed
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