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Keyla Gallegos
City, State, Zip Code
Home: 000-000-0000 | Cell: 000-000-0000
email@email.com
Professional Summary
Experienced Insurance Assistant who is well-versed in liability insurance as well as personal auto insurance. Adept at organizing policy files coordinating communication between agents and clients and getting answers to client questions. Specializes in business liability insurance and various forms of life insurance.
Core Qualifications
- Certified life and health insurance sales agent
- Proficient with Microsoft productivity software
- Intimately familiar with insurance agent licensing laws
- Exceptionally organized
- Excellent customer service skills
- Strong organizational skills
- Works well in high-traffic office setting
Experience
Insurance Assistant
10/1/2010 – 7/1/2014
Company Name
City, State
- Responsible for handling all incoming calls and passing messages on to appropriate personnel.
- Often asked to developed detailed business risk assessment reports for agents who were trying to win new business.
- Maintained good working relationship with the claims team at the company’s main headquarters.
Insurance Assistant
9/1/2004 – 10/1/2010
Company Name
City, State
- Assisted in developing a more efficient way to track policyholders and any reported incidents.
- Responsible for taking incoming messages and correspondence and getting it to agents working in the field.
- Created a spreadsheet that agents used to track new opportunities and develop their own sales funnels.
Insurance Assistant
7/1/1994 – 9/1/2004
Company Name
City, State
- Handled all incoming calls and also assisted customers with a variety of questions.
- Helped to coordinate the schedules for the field agents so that correspondence and messages could still be sent to them.
Education
Associate’s Degree – Business
1994
University Name
City, State
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