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Skills

  • AP/AR proficiency
  • Claims Processing
  • 9 WPM typing speed
  • Filing and data archiving
  • Transcription and dictation
  • Credit and collections
  • Database administration
  • Social media knowledge
  • Meeting arrangements
  • Regulatory compliance

Work Experiences

  • Identified and suggested improvements to existing processes in order to improve accuracy, efficiency, and service quality.
  • Updated the program's procedure information in the tracking system.
  • Used performance reporting and risk assessment to quickly resolve initiative issues, effectively reducing customer complaints by 16%.
  • Answered a multi-line phone system and transferred callers to the appropriate department or staff member by 13 ring.
  • Created new filing and organizational procedures that helped the company save $2 per the past year in labor costs.
  • Improved customer service ratings by 10% by training 3 new employees on proper phone handling techniques.
  • Was in charge of all domestic and international travel arrangements and reservations, resulting in a 8% reduction in the company's travel expenses.
  • Wrote professional memos, letters, and marketing copy to support business objectives and growth.
  • Acted as a liaison between clients and vendors, maintaining open lines of communication.
  • Effectively interacted with Licensed Agent Assistant and Licensed Agent Assistant, took detailed notes, and distributed minutes to all attendees in several months meetings.

Summaries

  • Committed to high-quality organization and office management, as well as problem-solving skills.
  • Working with little to no supervision, responsible, punctual, and productive.
  • Committed to providing excellent customer service.
  • Licensed Agent Assistant is an attentive and personable administrative support professional with 4 years of experience in fast-paced office environments.
  • For process, a detail-oriented Records Specialist capable of coordinating digital and physical records.
  • Prepared to bring 17 years of experience to Harbor & Co. And take on a new and challenging role.
  • Licensed Agent Assistant who is motivated and has a good understanding of framework processes, customer relations, and multi-line phone systems.
  • Outgoing and well-organized, with exceptional coordination and interpersonal skills.
  • Astute Administrative Assistant focused on streamlining processes to improve data retrieval and storage, reduce physical storage requirements, and ensure the security of all data.
  • Capable of gathering and organizing specific data as well as converting documents into the desired formats.

Accomplishments

  • Contributed to client satisfaction by managing policy renewals for HubSpot, seeing timely renewals boost by 27%.
  • Provided administrative support for cross-selling efforts, resulting in a 27% boost in referrals across category.
  • Facilitated claim resolution for initiative, resulting in client satisfaction levels increasing by 41% points.
  • Assisted in generating 6 qualified leads per month, contributing to a 54% increase in cross-sales of Power BI.
  • Supported expansion of company’s client base by attending 4 customer engagement events, resulting in a 38% increase in lead generation.
  • Coordinated renewal notifications and processing, managing 3 renewals monthly and achieving 36% on-time completion rates.
  • Resolved product issue through consumer testing.
  • Participated in cross-departmental projects to improve customer satisfaction metrics, seeing an increase of 66% points over initiative years.
  • Maintained up-to-date records for Salesforce policies, ensuring 21% compliance across all client accounts during audits.
  • Implemented a custom CRM tracking system, decreasing missed follow-ups by 35% and improving overall client communications.

Affiliations

  • American Society of Safety Professionals
  • Lions Club
  • National Association of Professional Insurance Agents (PIA)
  • Licensed Insurance Agents Network
  • American Institute of Professional Bookkeepers (AIPB) – Insurance Focus
  • Certified Insurance Service Representatives (CISR)
  • American Medical Informatics Association
  • International Council of Nurses
  • Society of Financial Service Professionals (FSP)
  • Chartered Insurance Institute (CII)

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certificate in Disability Insurance - program
  • Apple Certified Associate (ACA)
  • CompTIA Security+
  • Associate in Insurance Services (AIS)
  • Certified Professional Insurance Agent (CPIA)
  • Chartered Life Underwriter (CLU)
  • Insurance Adjuster License - Oregon
  • Certified Public Accountant (CPA)
  • General Insurance Certification (INS) - Ironclad Systems

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