PT Administrative Assistant
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Provide administrative support to a financial services professional by managing schedules, appointments, and daily office operations. Maintain client records and updated information in company databases to ensure accuracy and compliance. Prepare and process insurance and financial service documents, applications, and correspondence.
PT Administrative Assistant - New York Life Agent - Dallas, TX
(2026-02)
Provide administrative support to a financial services professional by managing schedules, appointments, and daily office operations. Maintain client records and updated information in company databases to ensure accuracy and compliance. Prepare and process insurance and financial service documents, applications, and correspondence.
OWNER - Powerhouse Gym - St. Louis, MO
(2014 - 2016)
Owner of a fitness gym. Entered, updated, and maintained member records with high accuracy. Managed billing records, invoices, and payment tracking while handling confidential customer and financial information. Ensured accuracy of data across multiple systems, and focused on customer retention.
ACCOUNT REPRESENTATIVE - State Farm - St. Louis, MO
(2008 - 2011)
Served as the face of the agency. Helped customers with their personal accounts, took payments in person and via telephone, provided quotes for new insurance policies, input data into the system, and did cold calling for new sales.
CLAIMS OFFICE REPRESENTATIVE - State Farm - Charleston, WV
(2000 - 2001)
Worked a variety of tasks for the insurance claims office including answering the switchboard, sorting/delivering the office mail, organizing claim files, inputting data and assisting the legal department with requests.
WORD PROCESSING OPERATOR - State Farm - Bloomington, IL
(1998 - 2000)
Transcribed dictation with a 100+ wpm average for all insurance agents and representatives around the community. Created a printed newsletter once a week for the Regional office.
CULINARY ARTS DEGREE - Le Cordon Bleu
HIGH SCHOOL DIPLOMA - Gridley High School