Patricia Cabral
Burlingame
Summary
Dynamic insurance professional with a proven track record at Philip J. Fraher & Company, excelling in client relations and document management. Skilled in multitasking and delivering exceptional service, I effectively supported agents in generating new business while maintaining confidentiality and regulatory compliance. Committed to enhancing office productivity and client satisfaction.
Overview
47
47
years of professional experience
Work History
Insurance Secretary/Agent/Broker
Philip J. Fraher & Company
01.1978 - 03.2025
- Supported agents in generating new business by preparing quotes, applications, and policy amendments in a timely manner.
- Delivered excellent customer service when addressing concerns or questions about coverage options or billing issues.
- Enhanced office productivity by organizing files, scheduling appointments, and maintaining accurate records of insurance policies.
- Demonstrated professionalism and attention to detail while managing a high volume of client interactions via phone, email, and in-person appointments.
- Maintained strict confidentiality of sensitive client information while adhering to regulatory compliance guidelines within the industry.
Education
No Degree -
Mission High School
18th And Dolores St San Francisco Ca 06-1968
Skills
Good phone skills
Good in person skills with walk ins
Good Time management skills
Worked with out being paperless so good in managing a desk full of files
- File management
- Document management
- Multitasking and time management
Good sale skills
Accomplishments
Started as a secretary in 1978 got obtained a brokers license in 1984. Good at sales and being a secretary at the same time.
Timeline
Insurance Secretary/Agent/Broker
Philip J. Fraher & Company
01.1978 - 03.2025
No Degree -
Mission High School
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