Managing client records and follow-up in CRM systems.

Administrative Assistant

Organization
Spherion Professional Services
Client / Site
Benefit Concepts
Location
East Providence, Rhode Island
Start Date
January 2005
End Date
January 2006
Experience Type
Contract / Temp
Summary

Created, edited, and renewed service agreements and HIPAA privacy addendums for 450+ client companies; maintained the client database in Microsoft Access.

Competency Areas
Client Services & Operations
Skills
Regulatory compliance (e.g., BRAAM, HIPAA)
Customer relationship management (CRM)
Data entry and records management
Administrative operations

Insurance Producer

Organization
State Farm Insurance – Jim McGill Agency
Location
Durant, Oklahoma
Start Date
August 2015
End Date
November 2020
Experience Type
Employment
Summary

Produced and sold property & casualty insurance; originated loans and sold consumer credit and deposit products as a State Farm Bank–certified representative with Agent Draft Authority. Administered the agency's social media, handled preliminary claims processing, bookkeeping, and document archive management.

Competency Areas
Client Services & Operations
Digital Marketing & Social Media
Skills
Property & casualty insurance sales
Insurance claims processing
Loan processing and origination
Customer relationship management (CRM)
Customer service and client relations
Social media management
Bookkeeping
Data entry and records management