Dedicated and focused Customer Service Specialist who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals.
Managed several school fundraisers, monitored student events, recommended changes in the current PTA calender, increased membership and attendance at meetings.
PTA President's role involves decision-making, managing budgets, dealing with conflict, long-term planning, dealing with the school board, principal and teachers.Handles all scheduling of meetings, required to take control, make decisions, effect change.
Promptly responds to general inquiries from staff, and clients via mail, e-mail and fax, manage the receptionist area, including greeting visitors and responding to telephone and in-person requests for information, make copies, send faxes and handle incoming and outgoing correspondence, facilitate working relationships with co-tenants and building management, organize files, developed spreadsheets, fax reports and scan documents, receive and distribute faxes and mail in a timely manner.
Conducted interviews, gathered detailed information and completed applications. Identified types of insurance policies and collected and ran quotes. Obtained all necessary information to complete proper applications. Reviewed data to verify the validity of information.
Arranged medical appointments, developed insurance/annuity quotes, assisted Financial Analysts with completion of applications, processed applications, payments, corrections, endorsements and cancellations. Called agents with warm leads each week to expand client base, compiled coverage and rating information in an accessible format, pursued continuing education and training programs to continue professional development, called any lapsed customers each week to inquire about continuing needs, drafted quarterly reports for management review.
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