Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
25
25
years of professional experience
Work History
Administrative Assistant
Family First Life/Haven Financial Group
11.2023 - 12.2024
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Managed filing system, entered data and completed other clerical tasks.
Assisted with new agent recruitment process by reviewing applications and scheduling interviews.
Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Collaborated with claims department to review and assess impact of claims on underwriting strategies.
Assistant Underwriter
Allen Financial Insurance Group
08.1999 - 09.2023
Provided high level of assistance to help with review, classification, coding, and rating of applications.
Responded to customer requests via telephone and email and effectively answered questions and inquiries.
Copied, logged and scanned supporting documentation and placed all information in client files.
Verified data integrity and accuracy.
Maintained strong relationships with agents, brokers, and policyholders to ensure smooth communication and timely issue resolution.
Took claim info from clients and directed them to the correct department. Follow up & collected necessary documents to file claim.
Processed endorsements, certificates, and gathered additional documents for the underwriter to process a quote and/or review renewals.
Updated clients files. Made sure all document were collected for an audit
Skills
Customer service
Data entry
Time management
Office administration
Dedicated team player
Excel spreadsheets
Administrative support
Critical thinking
Timeline
Administrative Assistant
Family First Life/Haven Financial Group
11.2023 - 12.2024
Assistant Underwriter
Allen Financial Insurance Group
08.1999 - 09.2023
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