Office Manager Account Manager Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Focused and dedicated insurance professional with more than three years of experience providing superior customer service and rates for Home, Auto, Liability, & Life insurance policies. Partnered with agent to build long-term relationships and develop strategic plans to aid clients with coverage needs.

Office Manager/ Account Manager, 1/3/18 to 8/31/21
Alex And Ani Victor, NY,
  • Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
  • Wrote professional business correspondence to maintain strong line of communications.
  • Researched and analyzed beneficial insurance options and made recommendations to clients.
  • Exceeded sales goals for new policies.
  • Followed up with customers to check on changing needs and propose new offerings.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Evaluated customer desires and budgetary constraints to pick best policies.
  • Communicated with clients in person, by phone, and email to answer questions and offer services.
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
  • Kept thorough records of customer details and previous sales.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Attended continuing education courses to maintain insurance license.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Consulted with existing customers to assess needs and match products.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Promptly responded to reported claims by communicating with customers and reporting information.
  • Documented detailed records of customer interactions and activities in ECRM.
  • Provided quick turnaround time when customers called with questions, usually within two hours.
Account Manager/Marketing Analyst, 2006 to 2008
Gallagher Reppond (now Gallagher Risk Mgmt Svcs) City, STATE,
  • Managed up to 15 concurrent contract originations and renewals at differing stages in the process at any given time.
  • Provided comprehensive benefits administration support to up to 8 brokerage teams simultaneously.
  • Promoted from Marketing Analyst to Marketing Coordinator within 9 months of hire.
  • Performed job duties of two full time jobs for over six months during a staffing crunch.
  • Researched and gathered client information to prepare comprehensive RFPs and send out for competitive bidding.
  • Negotiated coverage rates, plan design, etc., with carriers to meet client requirements and budget limitations.
  • Analyzed proposals received from carriers and prepared spreadsheet for easy analysis by broker team and client.
  • Counseled brokers on which carrier proposals would best meet the needs of the client.
  • Authored detailed, accurate proposals and presented options to clients.
  • Developed employee handouts to assist client employees in benefit selections.
  • Proof-read peer proposals and employee handouts to ensure accuracy and formatting standards met.
  • Facilitated contract implementation, including communicating sold proposals with carriers.
  • Completed master group applications for client ratification and gathering all other pertinent data for sold and renewing carriers.
  • Led employee meetings explaining all aspects of benefits plans.
  • Maintained internal database and hard copies of sold carriers, plans and rates.
  • Consistently stepped in to assist various teams as various needs arose, often stepping outside “normal” job responsibilities.
  • Assisted client representatives with any insurance issues, including claims issues and billing issues.
Benefits Specialist, 2005 to 2006
University Of Washington City, STATE,
  • Provided guidance in all aspects of benefits eligibility, and education about benefits for all levels of UW faculty and staff.
  • Developed and delivered 4 new employee orientation sessions each month to an average of 150 new employees.
  • Evaluated, established and changed as needed, eligibility for faculty, professional staff, staff and student benefits programs.
  • Created and provided presentation of benefits package at new employee orientation.
  • Created and provided evaluations/plan comparisons and educated those employees eligible to change retirement plans.
  • Prepared responses to requests for benefits audits such as retirement audits.
  • Provided information to other state agencies provide data for surveys.
  • Coordinated benefits as needed with other state agencies for other higher education institutions.
  • Served as a subject matter expert to the HR Operations teams and department clients on matters related to benefits questions.
  • Counseled clients regarding disability claims.
  • Interfaced with insurance vendor to facilitate claims.
  • Worked with claimants to coordinate benefits while on leave, including various insurances and retirement plans.
  • Advised employees regarding disability retirement.
  • Coordinated benefits for FMLA, leave of absence, layoff, etc. with employee, department, and other parts of HR to ensure appropriate administration of benefits.
  • Worked with dependents/beneficiaries to coordinate benefits at death, including retirement and life insurance claims.
  • Developed communications for benefits including web information, publications, business correspondence and reports.
  • Lead research projects to develop information requested by faculty councils, administration or other committees.
Leave of Absence Specialist/ HR Consultant, 1998 to 2004
Group Health Cooperative City, STATE,
  • Responsible for leave of absence administration and communication in a high volume environment. (Processed 1582 LOAs in 2003)
  • Coordinated and facilitated New Employee Orientation for 100 newly-hired employees each month.
  • Received more than 8 awards for extraordinary customer service.
  • Provided Administrative Support to 5 Senior HR Generalists.
  • Assisted clients with all HR including payroll, benefits, conflict resolution, training, facilitating meetings & employment law compliance.
  • Researched employment laws and communicated answers to clients. Proactive in communicating changes in laws to clients prior to the effective date.
  • Developed New Employee Handbook.
  • Coordinated and managed complex leave cases in coordination with legal department, focusing on return to work.
  • Ensured compliance with state/federal regulations, bargaining agreements and policy.
  • Developed/implemented procedures/policies to ensure companywide compliance.
  • Delivered FMLA, ADA, WLAD and Worker’s Compensation training to increase manager/employee knowledge and understanding of their rights and responsibilities.
  • Supported all areas of Employee Benefits Administration including retirement and COBRA among others.
  • As a member of the HR Operations Group, developed HR Policy Guidelines to address vague or under documented policies.
  • Responded to employee grievances in a timely manner.
  • Administered employee benefits programs including Absence Management, STD, LTD, Life Insurance, Shared Leave and more.
  • Program coordination and administration of: Staff Reductions, New Manager Orientation, Service Awards, Employee Retention Programs
  • Provided consultation and advice to managers on a wide range of HR issues, including interpretation and application of bargaining agreements and GHC policy, discipline and grievance processes, and staff reductions.
  • Provided case management for individual employee issues, including accommodation, return-to-work plans, grievance management and resolution. Collaboratively problem-solved workplace issues by working with GHC departments and /or union representatives.
  • Contributed to development or improvement of HR policy, programs and procedures.
  • Assisted in implementation of HR initiatives.
  • Conducted investigations and assessments associated with HR or workplace improvement issues, or in response to complaints.
  • Researched and develop recommendations to support HR Consultants.
Education and Training
Bachelor of Arts: Human Resources Management, Expected in
Washington State University - Pullman, WA

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Resume Overview

School Attended
  • Washington State University
Job Titles Held:
  • Office Manager/ Account Manager
  • Account Manager/Marketing Analyst
  • Benefits Specialist
  • Leave of Absence Specialist/ HR Consultant
  • Bachelor of Arts