Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Driven and resourceful Administrative professional with 20 + years of experience supporting work of high-achieving business professionals and executives. A track record of supporting professional needs with well-organized precision. Sophisticated, graceful and shows extreme patience in managing high-volume workloads in rapidly changing environments.

  • Implemented retail insurance office of 20 employees from paper filling to 100% cloud based paperless system in nine months. Saving the company millions of dollars in redundant employees, office supplies, back office server upgrades and office space rent.
  • Streamlined office phone system from internal landline to VOIP system.
  • Developed internal system and implemented ability to work from home for insurance office reducing office workers and need for office space by 90%. This implementation was made 10 years prior to the current need for remote workers.
  • Maintained client base of over 400 customers with various policies ranging in premium of $500 to $1,000,000. Many of these customers stayed because of the continued relationship of over a decade and increased their business relationship as well.
  • AR/AP
  • QuickBooks expert
  • Advanced MS Office Suite
  • Business writing
  • Filing and data archiving
  • 50 WPM typing speed
  • Multi-line phone proficiency
  • Conflict management
  • Project Management
  • Resourceful
  • Point of Sale Systems
  • Proofreading
  • Report analysis
  • Performance improvement
  • Administrative support
  • Staff Management
  • Expense reporting
  • Creative problem solving
  • Professional telephone demeanor
  • Key holder experience
  • Key stakeholder relationship building
  • Account management
  • Recordkeeping strengths
  • Quality Management
Work History
06/2018 to 11/2020
Customer Service Manager Materion Lorain, OH,
  • Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
  • Maintained accurate, current and compliant financial records by monitoring and addressing variances.
  • Managed supervisor itinerary and appointments and streamlined scheduling procedures.
  • Improved office operations by automating client correspondence, record tracking and data communications.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Interpreted management directives to define and document administrative staff processes.
  • Drove implementation of Cloud based filing system, invoicing for remote based sales team and ownership. Implemented and expanded use of Quickbooks, WaveApps, Cozi, Google Drive and iCloud to automate and optimize office operations, including scheduling, invoice management (AP/AR), billing and payment systems (AP/AR).
  • Performed billing, collection and reporting functions for office generating over $ 1,300,000 annually.
  • Interceded between ownership and vendors, customers and contractors during arguments and diffused tense situations by employing reasoning skills, deductive thinking, conflict resolution and compassion.
  • Established and developed highly efficient and dependable administrative team by delivering ongoing coaching and motivation and fostering career advancement. Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
  • Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Tracked and managed costs, billing, resolved financial discrepancies effectively through organizational management of account information using Quickbooks and WaveApps software to maintain accurate, current and compliant financial records.
  • Communicated corporate objectives across all divisions through regular correspondence and scheduled status updates.
  • Delivered expert clerical support by efficiently handling wide range of routine and special requirements.
  • Managed CRM database, including troubleshooting, maintenance, updates and report generation.
  • Enhanced collaboration between team members by preparing meeting materials and taking clear notes to distribute to stakeholders.
  • Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using Excel, PowerPoint, Numbers, KeyNote and Zoom.
  • Organized international and domestic travel arrangements for up to four staff members, including all transportation and hotel stays.
  • Analyzed and solved multi-faceted problems that effected executive leaders and business initiatives. Allocated executive tasks and managed complex calendars and administrative functions.
  • Worked with CEO to implement and coordinate protocols and procedures of opening new businesses. Grew from one company to five companies in two years.
07/2015 to 10/2018
Office Manager and Production Supervisor Big T Woodworks City, STATE,
  • Prepared, calibrated and monitored production machinery to maintain optimal production levels and consistently achieve daily targets. Evaluated employee skills and knowledge regularly, providing hands-on training and mentoring to individuals with lagging skills
  • Achieved goal of 98% on-time shipments by empowering employees to continued success
  • Reduced inventory and monthly team labor hours by strategically updating processes and reorganizing operational workflows
  • Revitalized woodshop production area operational structures and procedures to successfully control turnover and waste, enhance output and boost overall quality
  • Conducted routine inspections of incoming materials to check quality and compliance with established product specifications
  • Evaluated team member performance every 30 days to identify and resolve productivity concerns
  • Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts
  • Monitored materials use to identify concerns and keep costs low. Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions
  • Set and revised production schedules to meet changing demands
  • Collaborated with research and production departments to establish project guidelines and create unique products to drive profitability
  • Evaluated incoming materials for quality and amounts ordered
  • Supervised work on five bestselling products, including handmade wooden beard combs and double edge safety razors
  • Predicted cost overruns by monitoring spending during productions
  • Established clear priorities and production quality standards
  • Reworked positions and workflow based on individual abilities and production targets. Communicated with production team members to keep project on schedule
  • Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records
  • Managed CRM database, including troubleshooting, maintenance, updates and report generation
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff
  • Created and finalized contracts for handmade wooden product deals with wholesale and retail customers
  • Handled all incoming business and client requests for information
  • Held oversight of office inventory activities, including ordering and requisitions, stocking and shipment receiving
  • Sourced vendors for special project needs and negotiated contracts
  • Prepared vendor invoices and processed incoming payments
  • Designed marketing brochures and wrote website copy
  • Streamlined office operations by computerizing activities, managing customer communications, scheduling payments and tracking records and documents. Maintained computer and physical filing systems
  • Constructed new payment systems for online orders to optimize website shopping and boost sales. Oversaw office accounting functions such as AP/AR and payroll to keep finances accurate and current
  • Initiated timely project management within budget constraints for multi-faceted problems concerning executive leaders
06/2002 to 07/2015
Commerical Account Manager/IT Administrator Texas American Insurers Inc. City, STATE,
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process
  • Maintained detailed records of customer information and policy sales
  • Stayed in touch with clients to assess changing demands and offer new solutions. With conducted research on insurance packages and investment options to generate client recommendations
  • Processed 200 invoices/certificates/endorsements each workday and mailed or emailed to clients
  • Reviewed customer needs and financial means to determine appropriate policy offerings then explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 40%
  • Quoted and calculated premium rates for policies and endorsements, using various online insurance company rating systems
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
  • Built relationships with clients through active listening, building rapport, being empathetic and be willing to find solution to provide excellent service
  • Responded to customer calls within one hour to swiftly resolve issues and answer questions
  • Upsold additional products and services after identifying customer needs and requirements
  • Supported four agents with customer accounts valued around $5,000,000, using multi-tasking, direct support team for special projects and review of outgoing products for quality assurance
  • Established payment methods for 800 clients to facilitate customer payments and issue receipts
  • Directed budgeting studies on current and proposed IT spending plans, determining maximally impactful business enhancements and minimizing wasteful spending
  • Planned and implemented server, desktop, office phone, mobile phone and device upgrades to system hardware and software, resulting in less than 5% downtime
  • Diagnosed and executed resolution for all network and server issues
  • Maintained flexible schedule and responded to after-hours and weekend emergencies
  • Designed and evaluated WAN and LAN connectivity technologies
  • Enhanced availability of infrastructure through enterprise-wide planning, thorough testing, efficient implementation and comprehensive support
  • Performed network security design and integration duties. Collaborated with outside IT vendor for additional implementations and rollouts
  • Made recommendations regarding information technology infrastructure overhauls to ownership. Communicated with executive team and CEO to maximize development efficiencies and resolve technology issues
  • Monitored networks and network devices to resolve technical problems quickly
  • Implemented, developed and tested installation and update of file servers, print servers and application servers in all departments
  • Supported phone, photocopier, fax machine and other physical equipment
  • Managed network and system performance, conducting troubleshooting, security patching and maintenance
  • Conferred with executives to advise and plan for short-term and long-term IT system upgrade needs
  • Oversaw daily performance of computer systems and immediately responded to all technological questions or breakdown issues to keep network up and running
  • Wrote policy, procedure and manuals governing internal IT use
  • Led technology selection and rollout, focusing on organizational planning, provider contracts and supplier service-level agreements
  • Built, customized and repaired technology based on staff requests
  • Conducted company-wide technology instruction, onboarding and education
  • Coordinated ongoing technical training and personal development classes for staff members
  • Demonstrated familiarity with latest hardware, software and networking technology, as well as industry trends
  • Played key role in on-going network design, reevaluation and optimization to keep pace with company growth
  • Led and assisted technical upgrade projects for clients by working and coordinating with consultants and developers for integrations
  • Led team for software engineering services and supported key clients in development efforts, establishing standards, determining specifications and creating Service and Operational Level Agreements (SLA) and (OLA)
  • Identified computer hardware and network system issues, performing troubleshooting techniques for remediation
  • Oversaw development and implementation of improvements to support and network operations
Expected in
Associate of Arts: Liberal Arts And General Studies
Tarrant County College District - Fort Worth, TX
Expected in 05/1996
High School Diploma:
Arlington High School - Arlington, TX
  • Licensed: Insurance Service Representative : State of Texas (2002-2018)
  • Certification: Accredited Customer Service Representative: IIAT (2004 - Lifetime) Commercial Insurance
  • Certified Notary: State of Texas (2018-2023)
  • Online Certified Notary: State of Texas (2018-2023)

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Tarrant County College District
  • Arlington High School

Job Titles Held:

  • Customer Service Manager
  • Office Manager and Production Supervisor
  • Commerical Account Manager/IT Administrator


  • Associate of Arts
  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: