Summary
Overview
Work History
Education
Skills
Ca License- Insurance Producer, Accident & Health or Sickness, Life
Timeline
Generic
Denise Richter

Denise Richter

Lompoc

Summary

Seeking a company that values employee well-being and respects contributions. Eager to contribute skills to an organization fostering a supportive environment. Committed to promoting work-life balance and employee satisfaction.

Overview

11
11
years of professional experience

Work History

Executive Assistant

Stevens & Associates Insurance Agency
01.2019 - Current
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
  • Answered high volume of phone calls and email inquiries.
  • spoke with clients after the agent and processed applications.
  • Assigned as the "Group Expert" to maintain groups and enroll new groups
  • Enroll clients in plans based on their needs, IFP, Group, Medicare

Customer Service Specialist/ Receptionist

Stevens & Associates Insurance Agency
12.2018 - 01.2019

Customer Service

  • Provide VIP Concierge customer Service
  • Answer Phones
  • Assist client with claims, payment issues, and address changes

New Business

  • Process Applications
  • Status Checks
  • Policy Approval Calls

Receptionist

  • Greet Clients as they walk in the door
  • Find out if they are in for an appointment or need help (assist if they need help)
  • Ask if they would like a beverage (coffee or water)
  • Make copies and/or scan documents

Office Assistant/ Photographer

Lifetouch National School Studio
07.2014 - 01.2016

Office Assistant

  • Help other photographers with paperwork (time cards, forms)
  • Prep photography bags for the week
  • Clean and Shop for the office
  • Enter Payroll, ship/receive job bags, keep all logs current

Photographer

  • Travel to different schools up and down the coast
  • Set up camera station
  • Take pictures
  • Print school ID cards and staff badges

Education

Diploma -

Cabrillo High School
Lompoc, Ca
01.1998

Associates in Arts - Social and Behavioral Science

Allan Hancock College
Santa Maria, Ca
01.2018

Skills

  • Demonstrated typing speed of 35 WPM
  • Proficient in Microsoft Office and web applications
  • Office equipment proficiency
  • Insurance knowledge: private, Medicare, Medicaid, government, and group

Ca License- Insurance Producer, Accident & Health or Sickness, Life

Can provide License Number upon request

Timeline

Executive Assistant

Stevens & Associates Insurance Agency
01.2019 - Current

Customer Service Specialist/ Receptionist

Stevens & Associates Insurance Agency
12.2018 - 01.2019

Office Assistant/ Photographer

Lifetouch National School Studio
07.2014 - 01.2016

Associates in Arts - Social and Behavioral Science

Allan Hancock College

Diploma -

Cabrillo High School
Denise Richter