Dana Akins

With over 30 years of experience providing comprehensive administration and client support in the life insurance industry, I bring a strong track record to efficiency, professionalism, and dedication to excellence. My background as an assistant has equipped me with the skills to manage operations, coordinate client relations, and support business growth seamlessly.

Throughout my career, I have successfully handled administrative tasks, client communications, and policy processing while maintaining confidentiality and accuracy. I am proficient in managing schedules, preparing reports, and utilizing tools like Microsoft office suite, CRM systems, and QuickBooks. My ability to prioritize tasks and improve workflow, has contributed to the efficiency and success of my previous employers.

• Provided comprehensive administrative support to the life insurance agent, ensuring the efficient day-to-day operation of the office.
• Managed client communications, including responding to inquiries, scheduling appointments, and maintaining positive relationships with policyholders.
• Assisted with processing insurance applications, policy renewals, amendments, and cancellations while ensuring compliance with regulatory standards.
• Organized and maintained accurate records of client data, policy details, and correspondence within the company’s CRM system.
• Prepared detailed reports, presentations, and documentation to support the agent in client meetings and strategic planning.
• Coordinated the agent’s calendar, ensuring timely reminders for meetings, deadlines, and client follow-ups.
• Handled sensitive information with utmost confidentiality and discretion.
• Paid personal and business expenses for the agent using QuickBooks, ensuring accurate record-keeping and timely payments.
• Monitored and ordered office supplies to maintain a professional and well-equipped work environment.
• Identified opportunities to streamline administrative processes, resulting in improved efficiency and reduced turnaround times.

Associate of Science for Business Administration | San Jacinto College | Pasadena, Texas