Dynamic professional with extensive experience in client relations and quality assurance, demonstrated at Pro Bono Indiana and other notable companies. Excelled in roles requiring consultative sales and effective communication, significantly enhancing customer satisfaction and service delivery. Skilled in needs assessment and goal setting, adept at fostering positive relationships and driving business improvements.
Overview
17
17
years of professional experience
Work History
Office Manager
Pro Bono Indiana
11.2024 - Current
Establish team priorities, maintain schedules, and monitor performance.
Leverage data and analytics to make informed decisions and drive business improvements.
Develop detailed plans based on broad guidance and direction.
Administrator
Smart Cleaning, LLC
12.2021 - 07.2024
Maintained personnel records and updated internal databases to support document management.
Educated staff on organizational mission and goals to help employees achieve success.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Gathered, organized and input information into digital database.
Created and managed project plans, timelines and budgets.
Helped meet changing demands by recommending improvements to business systems or procedures.
Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services.
Client Care Coordinator
Elder Care Home Connections, LLC
02.2017 - 09.2021
Engage prospective clients, secure agreements, enhance service adoption
Supervise and coach caregivers, improve client care quality
Communicate effectively with clients, address and resolve concerns
Coordinate client care, conduct home visits, and supervise caregivers. Ensure quality service delivery and maintain up-to-date client records.
Liaise between clients and caregivers, fostering effective communication. Provide coaching to staff and address client needs promptly.
Streamline client onboarding process, conduct quality assurance checks, and implement improvements to enhance overall care experience.
Advocate for clients' well-being, regularly assess care plans, and adapt services to meet evolving needs. Build strong client relationships.
Education Specialist/Coordinator
Bloom Insurance Agency
06.2014 - 02.2017
Attended professional educational and developmental meetings to support licensing and certification.
Liaised between faculty, staff and administrators to coordinate educational program delivery.
Entered data, generated reports, and produced tracking documents.
Oversaw training scheduling and itinerary coordination for both clients and personnel.
Licensed Health Insurance Agent
Bloom Insurance Agency
03.2008 - 06.2014
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Adhered to health and prescription insurance products, delivery systems, and claims systems.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Used SalesForce to process benefit transactions.
Educated clients on insurance policies and procedures.
Education
Associate of Applied Science - Paralegal Studies
Ivy Tech Community College of Indiana
Bloomington, IN
05-2012
Skills
Client/Customer Relations
Sales
Marketing
Goal setting
Inbound call management
Enrollment processing
Needs assessment
Consultative sales
Quality assurance
Languages
Spanish
Native or Bilingual
Timeline
Office Manager
Pro Bono Indiana
11.2024 - Current
Administrator
Smart Cleaning, LLC
12.2021 - 07.2024
Client Care Coordinator
Elder Care Home Connections, LLC
02.2017 - 09.2021
Education Specialist/Coordinator
Bloom Insurance Agency
06.2014 - 02.2017
Licensed Health Insurance Agent
Bloom Insurance Agency
03.2008 - 06.2014
Associate of Applied Science - Paralegal Studies
Ivy Tech Community College of Indiana
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