State Farm Insurance - Insurance Agent Resume Example

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Christopher Lopez

I am professional and energetic, with a solid history of excelling in Administrative Services.  I am a motivated leader with strong organizational and prioritization abilities.  Areas of expertise include excellent communication skillstime management skills and the ability to multi-task well under pressure.  I enjoy working with numbers as well as writing and proofreading.  I adapt well to new situations and enthusiastically accept challenges with ease.

  • Clerical
  • Customer and Personal Service
  • Administration and Management
  • Service Orientation
  • Law and Government
  • Management of Financial Resources
  • Sales and Marketing
  • Troubleshooting
Insurance Agent/Team Member 01/2015 to Present
State Farm Insurance Larkspur, CA
  • Sell all aspects of auto, fire, life, health and dental insurance.
  • Educate Clients on policies.
  • Track and follow-up with all prospective clients.
  • Marketing via social media.
  • Assist clients with billing, payment and service questions.
  • Customer service.
Insurance Agent/Team Member 11/2011 to Present
State Farm Insurance Cotati, CA
  • Sell all aspects of auto, fire, life, health and dental insurance.
  • Educate Clients on policies.
  • Track and follow-up with all prospective clients.
  • Marketing via social media.
  • Assist clients with billing, payment and service questions.
  • Customer Service
Administrative Assistant 01/2010 to 07/2012
School and College Legal Services of California Santa Rosa, CA
  • Compose, format and edit complex reports and legal documents for clients.
  • Develop and maintain tracking systems for accounts payable and accounts receivable.
  • Track time for attorneys and submit billings accordingly for payment.
  • Receive, track and process all accounts receivables.
  • Proof letters and legal documents for accuracy.
  • Prepare, organize and gather documents for workshops.
  • Transcribe complex dictation.
  • Independent Research.
  • Assist in budget development and monitoring.
  • Prepare financial summary reports.
  • Prepare departmental reports by gathering and summarizing information from a variety of resources.
  • Coordinate special projects or events.
  • Receive and prepare confidential documents as needed.
  • Manage attorney calendars.
Confidential Clerk Typist IV 08/2008 to 12/2009
School and College Legal Services of California Santa Rosa, CA
  • All duties listed above - was promoted due to work performance and departmental needs.
Administrative Assistant 07/2007 to 08/2008
Dow Pharmaceutical Sciences Petaluma, CA
  • Produce, format and edit complex reports being submitted to upper management, outside agencies and the FDA.
  • Develop and maintain tracking programs to produce reports, graphs and charts for upper management using Microsoft Excel, Word and Visio.
  • Develop and edit presentations using PowerPoint.
  • Book travel (air, hotel and auto) and complete expense forms and reimbursement forms for executive personnel.
  • Schedule and organize department meetings, individual meetings and group meetings as well as maintain a calendar for all upper management.
  • Manage calendar and email account for upper management using Microsoft Outlook.
  • Assist in hiring employees, including reviewing applications, setting up interview panels, corresponding and coordinating with potential employees.
  • Track and review all documents for grammar, formatting and completeness.
  • Prepare and manage confidential personnel documents.
Assistant Caltrans Administrator, Operating Expense Budget Analyst 06/2002 to 05/2005
State of California Diamond Bar, CA
  • Assist in monitoring the Operating Expense Budget for the Southern Right of Way Region, which includes Los Angeles, San Bernardino, and Orange Counties.
  • Act as liaison between the Region, Headquarters and accounting on all operating expense activities.
  • Monitor expenditures, encumbrances, and allocations of all operating expense dollars.
  • Review and analyze accounting reports and compile monthly expenditure report for executive staff.
  • Assist with developing the yearly operating expense budget.
  • Monitor and pay all operating expense bills and service contract payments.
  • Oversight for all Property Maintenance contracts within the Region.
Assistant Caltrans Administrator, Project Manager Assistant 05/2002 to 06/2002
State of California San Luis Obispo, CA
  • Initiate, prepare, and process Project Management documents (Project Change Requests, Database Certifications, Resource Update Reports, Workplan Requests, Support Cost Estimates, Project Schedules, XPM Input Sheets).
  • Schedule and take minutes at Development Team meetings.
  • Assist Project Managers to research project specific information.
  • Develop and maintain computer tracking systems using miscellaneous databases such as Excel, Microsoft Word, Adobe, Lotus Notes, Microsoft Project, Filemaker Pro, Microsoft Access, Expert Project Management, and TRAMS).
  • Monitor charging practices on all project activities to assure proper charging.
Office Technician Assistant Caltrans Administrator 05/2001 to 05/2002
State of California San Luis Obispo, CA
  • Same duties as above - I was promoted as I worked out of class during a hiring freeze.
Office Technician 10/2000 to 03/2001
State of California San Luis Obispo, CA
  • Develop and update policies and procedures for various staff positions within the Mental Health Department.
  • Type miscellaneous confidential personnel documents.
  • Develop and maintain tracking systems for inmate treatment plans using Microsoft Word, Access, and Excel programs.
  • Help develop duties for newly developed Administrative Segregation Mental Health Unit.

Office Assistant 01/1995 to 10/2000
State of California San Luis Obispo, CA
  • Coordinate, track and log all Involuntary Medication cases at the California Men's Colony State Prison.
  • Serve inmates legal paperwork and ensure they understand their rights regarding the legal process.
  • Coordinate and attend all legal hearings regarding involuntary medication.
  • Gather all legal and medical documents pertaining to each case.
  • Maintain close relationships with Department of Corrections and Inmate legal counsel.
  • Develop and maintain tracking systems using various databases.
  • Supervise inmates.
  • Timekeeping for 52 Mental Health staff employees.
  • Assist with confidential personnel information.
Insurance License: Insurance Dec 2011 California Department of Insurance - Insurance License for Personal Lines, Business Lines, Life and Health - ACTIVE
Riverside Community College - Norco, CA General Education - 3 Units Completed
Allan Hancock College - Santa Maria, CA General Education
* Statistics and English Composition -
12 Units Completed
Cuesta College - San Luis Obispo, CA General Education - 15 Units Completed
Community Service

Board Member, Carmel Padres Sports Boosters, 2014-Current

Board Member, Carmel Panther Football, 2014-Current

Board Member, Healdsburg Little League, 2010-2014

Board Member, Healdsburg Bulldogs, 2013-2014 and 2007-2009

Secretary, Healdsburg Sober Graduation, 2011-2014

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About this resume

Insurance Agent FROM Carmel Valley , California RESUME

This is a resume for a Insurance Agent in Carmel Valley, California with experience working for such companies as State Farm Insurance and State Farm Insurance. The grade for this resume is 0 and is one of hundreds of Insurance Agent resumes available on our site for free. Use these resumes as templates to get help creating the best Insurance Agent resume.

School Attended
California Department of Insurance