Experience

HUB International Mid-America

• United States
• Insurance
• 1 - 100 Employee

• Operational Support Coordinator

  • Apr 2022 - Present

• Administrative Assistant

  • Oct 2016 - Present

  As an Administrative Assistant I assist with both a Commercial Association Dept. and also the Surety Dept. in our office. In assisting both of these areas I am responsible for contacting clients for additional information, making sure the agency management system is kept up to date, preparing spreadsheets, invoicing, and meeting the needs of both the department leads &/or the client.Other aspects of my duties here at HUB for the past 10 years have been: - To handle internal download issues (for both Personal & Commercial Lines.) - To be the download liaison between our office and the company to which we outsource some of our business. - To be the occasional Admin for some of our insurance company websites where I would add or delete new users for our office. Show less

• Personal Lines Trainer & Rater

  • Sep 1991 - Oct 2016

  I trained new employees in the Personal Lines Dept. and continued to mentor them while they are at HUB Mid-America. Training included, but was not limited to, basic insurance knowledge, our agency management system, Outlook, Microsoft Word, and Excel. As Rater I stayed current on the markets we had available so that our clients could be placed with the best coverage's at the best price available.Upon joining this agency I earned both my CISR and my CIC designations. In 2005, I received the Outstanding Customer Service Award on both the state and national level. This honor was given by the Independent Insurance Agents of Oklahoma and the National Alliance of Insurance Agents. Show less



Veltman Insurance Agency

• Office Manager

  • 1990 - 1994

  Along with managing the office I handled the day to day Life & Health applications and endorsements. I kept track of corporate and personal accounting and prepared information/reports for the accountant. I also was a Personal Assistant to the owner, arranging appointments and attending meetings when needed. I added the Life Insurance portion onto my Oklahoma Agent's License during this time. When our office merged with CFR, Inc. (what would become HUB International CFR) I was in charge of moving not only the physical part of our office but also our client files that had to be recreated at our new location because of software changes. Show less



Celeste Looney Ins. Agency, Tahlequah, OK

• Customer Service Rep/Office Mgr

  • 1980 - 1990

  While helping daily customers I also set up the office procedures, handled the daily cash flow, trained new employees and helped the owner feel confident in leaving the office for other obligations. It was during this time that I received my Property & Casualty Insurance Agent's License for the state of Oklahoma. While helping daily customers I also set up the office procedures, handled the daily cash flow, trained new employees and helped the owner feel confident in leaving the office for other obligations. It was during this time that I received my Property & Casualty Insurance Agent's License for the state of Oklahoma.