Administrative Office Manager, 03/2018 to 07/2018 Anchor Wealth Management – Palm Desert, California
Processed time sensitive financial and legal documents
Prepared a wide variety of memoranda
Tracked and reported on client interactions
Performed general administrative duties
Scheduled consultations and maintained multiple professional calendars for financial representatives
Prepared daily presentations
Developed rapport with clients and prospects interested in opportunities
Oversaw office inventory activities, including ordering and requisitions, stocking, and shipment receiving
Managed executive calendar and coordinated weekly project team meetings.
Insurance Sales Agent, 05/2012 to 06/2017 State Farm – Boise, ID
Interviewed prospective clients to assess their financial needs and discussed existing coveg
Researched coverage and premium options and presented clients with coverage options based upon their needs and goals
Prepared and processed applications, insurance sales and renewals, endorsements and cancellations
Submitted activity and production logs to agency management for review
Finalized and maintained all types of personal lines insurance policies within the agency
Promoted client retention through high-quality service and follow through
Frequently exceeded monthly sales goals
Provided excellent customer service in a fast-paced, high volume environment
Senior Sales Associate, 09/2008 to 03/2012 CenturyLink – Boise, ID
Met or exceeded sales objectives on a consistent basis to drive company growth
Provided excellent customer service in a fast-paced, high volume call center environment
Performed a wide range of tasks including account setup, resolving of billing issues including refunds where appropriate and the use of retention incentives
Created service tickets and entered new product orders into the CRM
Trained new sales personnel on company policies, customer acquisition strategies and successful sales techniques
Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices
Educated customers about the brand to incite excitement about the company's mission and values
Business Owner, 02/2005 to 08/2008 Sarah's Daycare – Boise, ID
Provided a safe, educational and loving environment for children ages birth through school age
Provided written policies and procedures to parents regarding care and attendance
Developed and implemented educational curriculum for young children
Performed administrative duties for the business, such as bookkeeping
Responsible for marketing
Monitored each student's educational progress with individualized charts and files
Communicated with parents through enrollment, tours, newsletters, conferences and direct personal communication
Brought daycare into full compliance with licensing and safety regulations including fire and disaster preparedness, Idaho Department of Public Health codes, fire codes, and USDA nutritional guidelines
Built constructive and open relationships with families with forthright yet friendly communication.
Designed monthly activity schedules.
Web Designer, 2002 to 2012 Fourth Street Gardens – Emmett, ID
Conceptualized and created web-graphics and hand-coded website elements to be highly functional and aesthetically pleasing.
Authored website content and keywords to be reader-friendly and optimized for search engine results.
Managed marketing campaigns and all aspects of advertising.
Answered customer and business inquiries received via the website email link.
Technical Support RepresentativeWDS, a Xerox Company – Boise, ID
Accessed documented procedures tools and manuals to provide support on PC and mobile device issues.
Gathered customer and technology information to determine technical support level; elevated calls to appropriate support level as necessary.
Exercised professional judgment to issue replacement devices when appropriate.
Trained end-users in the operation and maintenance of their PC or mobile device.
Appropriately documented all transactions and pertinent interactions.
Followed up with clients to ensure optimal customer satisfaction.
Used ticketing systems to manage and process actions taken.
Created cases and claims for damaged, lost or displaced packages.
Described solutions to customers accurately and persuasively.
Activated accounts for clients interested in new services.
Remained up-to-date on the latest technologies and solutions applicable to company products.
Resolved problems with malfunctioning products.
Identified and solved technical issues with a variety of diagnostic tools.
Assessed client's profiles and aligned them with the best possible products and services to meet their needs.
Bachelor of Arts: History for Secondary Education, 2008 Boise State University