Professional and well-grounded office team member with superior managerial skills and Public Relations expertise. Successful at satisfying customer needs while meeting and exceeding business objectives. Smoothly handles all types of administrative tasks, including coordinating mail, records and travel arrangements.
Skills
20+ years experience in Customer Service, Public Relations, and Problem resolution.
Excellent in Communications, Business Operations, organization, and inventory management.
Experienced in Event Coordination and Scheduling
Daily use of CRM and office management software.
Working Knowledge of file & data entry retrieval systems, Invoicing, billing and expense reporting
Proficient working knowledge of Windows, MS Office, Outlook, and Gmail
Expert in multi-line phone systems including Aspect and Meridian.
Education and Training
Iona CollegeNew Rochelle, NYExpected in ā ā:Business Administration And Psychology - GPA:
Completed coursework in Communications, Management, Accounting Business Law, Computing, General Psychology, Early childhood and Development and Neuropsychology.
3.82 GPA
Pelham Memorial High SchoolPelham, NYExpected in 06/1993 ā āHigh School Diploma: - GPA:
Experience
Two Men And A Truck - Office Manager Saint Louis, MO, 04/2008 - Current
Oversaw all day-to-day office operations, such as receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care.
Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current..
Handled all scheduling and managed timely and effective allocation of resources and calendars.
Quoted and prepared proposals for business services such as Irrigation and Snow Removal and Maintenance Contracts.
Rapid Global Business Solutions, Inc - Customer Account Specialist Brighton, MI, 09/2017 - 03/2020
Provided excellent service and attention to customers when face-to-face or through phone conversations and email.
Improved operations by working with team members and customers to find workable solutions.
Skillfully and patiently explained coverage options, and discounts to current and potential policyholders, answering any questions or concerns regarding auto and home insurance policies with Nationwide, Progressive, and National General for Individuals and Commerical Policies.
Worked closely with various agents, and adjusters to resolve and process auto and home insurance claims and payments in a proficient and timely manner.
Fielded incoming walk-ins & phone request for new auto and home insurance. Obtained pertinent client information, inputted, and processed ALH, CLUE, and Motor Vechile Reports to facilitate new insurance quotes using multiple platforms for various carriers.
Worked with various car dealerships and sales reps to add, replace, or remove vehicles from existing policies while ensuring proper coverage, proof of insurance & issuing temporary id cards for registering with NY and CT DMV.
Preformed in-house photo inspections.
Created manual Certificates of Liability Insurance, Proof of Coverage, and Paid Invoices using Easy Apps.
Reduced financial discrepancies by accurately resolving billing issues regarding premiums and deductibles while processing applications and cancellations.
Investigated, resolved, and responded to Underwriting regarding "Flagged Accounts".
Responsible for placing courtesy calls to clients regarding past due policy"s and the collection of premiums.
Handled, processed, and deposited various payments by cash, check, credit or money orders.
Verified, updated and maintained multiple client management software platforms. In addition, uploaded, tagged and scanned files into Easy File and Doc Vault system.
Generated weekly late notices and monitored monthly renewal reports for changes in policy premiums, deductibles, and discounts.
Analyzed customer needs and provided best options, upselling products and services including sending personalized correspondence to each individual client as needed.
Pursued continued professional development through insurance workshops, course and webinars.
Icon - Personal Assistant/ Assistant Bookkeeper/Customer Care Representative Rocky Mount, NC, 11/2016 - 08/2017
Performed clerical duties such as replying to emails, answering phone inquiries, and greeting clientele.
Performed administrative support functions, including efficient hard copy and electronic filing of reconciled records and tracking petty cash.
Personal Assistant to the President and Office Manager- assisted with various essential task required to maintain daily operating procedures.
Organized personal and professional calendars, including reminders for upcoming meetings and events.
Traveled with manager to take notes and dictation at meetings.
Prepared and recorded daily transactions of Galaxie Center Services Inc.
Prioritized tasks, addressing urgent tasks first and interacted regularly with other staff members to maintain current knowledge of big picture and priorities.
Demonstrated discretion, maintained confidentiality and consulted with management to help develop long-range financial plans.
Substantiated financial transactions by auditing documents and classifying receipts and expenditures and compiled and analyzed complex accounting and statistical information using manual accounting methods.
Assisted tax preparer and clients on the preparation of general ledgers, documentation, and receipts required for inquires and audits preformed by the Internal Revenue Service.
Made regular inquires to State and Federal tax agents regarding various problems, and concerns associated with individual tax returns and refund status.
Synergy Work Places - Administration Assistant City, STATE, 12/2006 - 10/2007
Greeted visitors or callers daily to our virtual office space while handling inquiries or direct to appropriate persons.
Managed phone calls for 77 various professional business and their clients during the managers absences and delivered informative answers to questions.
Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of various office managers.
Processed all departmental mail outs of award packages.
Created professional memoranda, letters and brochures. made binded copies for various business executives to be used during corporate meetings expected deadlines for distribution.
Scheduled use of Conference rooms and Arranged catering orders for special events and out of town guest.
Coordinated staff travel itineraries and reservations, including flights, hotel rooms and ground transportation,
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School Attended
Iona College
Pelham Memorial High School
Job Titles Held:
Office Manager
Customer Account Specialist
Personal Assistant/ Assistant Bookkeeper/Customer Care Representative
