Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:

Forward-thinker with 13 years of work experience. Offering excellent problem-solving, communication and multitasking abilities. Background planning and managing innovations to existing processes, implementing new processes.

  • Event coordination
  • Team development
  • Planning and coordination
  • Exemplary verbal communications
  • Accounts payable and receivable
  • Accounts reconciliation
  • Invoicing and billing
  • Scheduling and calendar management
  • Benefits administrator
  • Administrative support
  • Process improvement
  • MS Office
Communications Specialist/Community Outreach Coordinator, 01/XXX9 to Current
Resurgent Capital ServicesGreenville, NC,
  • Worked within web content management systems including FMG Suites.
  • Recognized by management for providing exceptional customer service.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Improved operations by working with team members and customers to find workable solutions.
  • Managed multiple projects and tasks simultaneously while managing client expectations.
  • Maintained professionalism and efficiency while working closely with leadership.
  • Maintained existing and developed new partnerships with many local charity organizations to facilitate community involvement and awareness of non-profit missions and theatre events.
  • Served in various leadership roles to plan and manage community initiatives.
  • Promoted community events and news through monthly newsletters, which were distributed to local families and community leaders.
  • Prepared and mailed client invoices within expected timeframes to promote the likelihood of on-time payments.
  • Increased efficiency and alleviated work loads by creating new Excel-based financial recording system.
  • Updated confidential employee banking information with accuracy and speed.
  • Tracked expenses and entered deposits into our commission system while reconciling monthly bank accounts to verify accuracy.
Insurance & Retirement Plan Specialist, 01/XXX7 to Current
RMR Wealth Builders, Inc.City, STATE,
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Provided quick turnaround time when customers called with questions, usually within hours.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Continually improved office operations by maintaining records, tracking data and promoting internal communications.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Delivered outstanding customer service and built rapport with clients.
Office Manager, 01/XXX3 to Current
RMR Wealth Builders, Inc.City, STATE,
  • Managed office budget to handle all needs, including inventory, postage and vendor services.
  • Evaluated and identified ineffective workflow processes, implements solutions to improve productivity and personnel performance.
  • Coordinated travel arrangements, including booking hotel rooms, car rentals and airfare for staff traveling to domestic and international locations.
  • Elevated productivity initiatives and managed presidential calendar, including coordinating itinerary and scheduling appointments.
  • Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
  • Automated office operations, managing client correspondence, record tracking and data communications in database and case management software.
  • Automated office operations to manage client correspondence, record tracking and data communications.
  • Completed quarterly employee performance evaluations to identify deficiencies and recommend improvement strategies.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Elevated customer satisfaction ratings by resolving client and case issues effectively.
  • Managed office inventory by maintaining documentation of stock.
  • Generated financial reports for management review.
  • Planned for major business changes including system conversions and office moves.
  • Strengthened community outreach by coordinating fundraisers, including managing marketing, vendor relations and volunteer supervision processes.
  • Planned and executed corporate meetings, lunches and special events for groups of 100+ employees.
  • Wrote email messages, memos and business letters for management and proofread all documentation to provide error-free correspondence.
  • Created PowerPoint presentations used for business development.
  • Developed and maintained training materials and benefits packets for new hires.
  • Filed documents, delivered mail and performed bookkeeping to facilitate office operations of HR department.
  • Prepared and structured employee files to securely store HR and payroll documents.
  • Scheduled new hire orientation, guided new hire through on-boarding and explained new hire documentation requirements to facilitate HR processes.
  • Developed job postings, recruited candidates and scheduled interviews to fill vacant positions.
  • Recognized by management for providing exceptional customer service.
Childcare Site Director, 09/2007 to 06/XXX2
Meadowlands Area YMCACity, STATE,
  • Set and enhanced program schedules to meet expected demands and enhance student learning opportunities.
  • Helped participants enjoy activities while ensuring adherence to protocol.
  • Maintained facilities, grounds and equipment to ensure community safety and attract attention.
  • Organized and lead activities such as for groups of up to 50 participants.
  • Developed events and programs in consideration of needs, abilities and interests of participants.
  • Set up decorations, equipment and food service stands for various entertainment activities.
  • Explained principles, techniques and safety requirements of different activities to participants to prevent injury.
  • Observed participants for signs of physical distress and rendered aid, including stopping activities and providing basic medical care.
  • Planned, organized, facilitated and promoted diverse recreational programs.
  • Advertised for upcoming events to promote engagement and involvement.
  • Gathered, prepared, operated and maintained all equipment and supplies necessary for planned activities.
  • Adjusted activity plans to better engage users of differing ability or interest levels.
Education and Training
Master of Science: Social Science And Research, Expected in
Montclair State University - Montclair, NJ
Bachelor of Science: Social Sciences, Expected in 2020
Ramapo College of New Jersey - Mahwah, NJ
additional information
  • Director of Philanthropy at RMR Wealth Builders, Inc. - XXX7- Present
  • New Jersey Notary Public - Commission Expires 08/18/2024
  • Youth Soccer Coach - XXX9- Present
  • Certificate in Youth Soccer Injury Recognition
  • Certificate in SafeSport
  • Mental Health First Aid Certificate

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School Attended

  • Montclair State University
  • Ramapo College of New Jersey

Job Titles Held:

  • Communications Specialist/Community Outreach Coordinator
  • Insurance & Retirement Plan Specialist
  • Office Manager
  • Childcare Site Director


  • Master of Science
  • Bachelor of Science

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