State Farm Insurance - Insurance Agent Resume Example

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Christopher Lopez
XXX XX XXXXXXXX XXX, Carmel Valley, CA 93924 | (H) XXXXX XXXXXXXX | XXXXXXXXXXXXXXXXXXXX
Summary

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.

Skills
  • Clerical
  • Customer and Personal Service
  • Administration and Management
  • Service Orientation
  • Law and Government
  • Management of Financial Resources
  • Sales and Marketing
  • Troubleshooting
Experience
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.
Education
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.

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School Attended
California Department of Insurance