Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Chelsea Hardy

Grover Beach

Summary

Detail-oriented Account Coordinator with strong client communication and record management skills. Proven ability to support proposal preparation and enhance service delivery through effective relationship building. Analytical professional skilled in researching insurance products and preparing proposals. Committed to delivering accurate documentation and enhancing client relationships through effective follow-up and support.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Account Coordinator

Relation Insurance Services
San Luis Obispo
05.2024 - Current
  • Coordinated client communications and ensured timely responses to inquiries.
  • Assisted in preparing insurance proposals and policy documentation for clients.
  • Managed client files, maintaining accurate records and documentation systems.
  • Supported account managers in organizing meetings and client presentations.
  • Researched insurance products to provide clients with relevant information.
  • Conducted follow-ups on outstanding documents and policy renewals for clients.
  • Facilitated internal communication between departments to enhance service delivery.

Tasting Room Lead

Chamisal Vineyards
San Luis Obispo
05.2019 - 05.2025
  • Led tasting room staff in delivering exceptional customer service experiences.
  • Trained new employees on wine knowledge and tasting techniques.
  • Coordinated wine tastings and special events for guests and members.
  • Managed inventory of wines and merchandising displays in the tasting room.
  • Oversaw cleanliness and organization of the tasting room environment.
  • Developed engaging educational materials about wine production and varietals.

Education

Associate of Applied Science - General Studies

Sheridan Community College
Wyoming
05-2011

Skills

  • Client communication
  • Record management
  • Proposal preparation
  • Problem solving
  • Time management
  • Relationship building
  • Account management
  • Account oversight
  • Customer service
  • Product research
  • Policy renewal follow-up
  • Computer skills

Affiliations

  • Started in the Insurance agency 2024 and have quickly moved up within the agency.

Certification

  • Licensed California P&C agent
  • Trained in AMS Software

Timeline

Account Coordinator

Relation Insurance Services
05.2024 - Current

Tasting Room Lead

Chamisal Vineyards
05.2019 - 05.2025

Associate of Applied Science - General Studies

Sheridan Community College

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Chelsea Hardy