Rose Circle
Valparaiso,IN
Summary
Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments. A sympathetic individual with a caring nature able to recognize and facilitate adverse situations.
Overview
35
35
years of professional experience
Work History
Insurance Agent
Anton Insurance
10.2005 - 12.2020
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
Secretary
Portage Township Schools
05.1986 - 05.1999
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Scheduled appointments and conducted follow-up calls to clients.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Entered data into system and updated customer contacts with information to keep records current.
- Maintained electronic filing systems and categorized documents.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Managed executive calendars, scheduling appointments and meetings to optimize time management.
- Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
- Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
- Promoted a positive image of the organization through clear communication both internally with colleagues and externally with clients.
- Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
- Managed incoming and outgoing correspondence, maintaining confidentiality and timeliness.
- Managed sensitive and confidential information with discretion, upholding integrity of executive communications.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed filing system, entered data and completed other clerical tasks.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Volunteered to help with special projects of varying degrees of complexity.
Education
1 Year Of College - Criminal Justice
Beaver County Community College
Beaver, PASkills
- Front desk operations
- Telephone etiquette
- Appointment scheduling
- Medical terminology
- Patient scheduling
- Office administration
- Patient registration
- Microsoft office
- Patient relations
- Letter preparation
Timeline
Insurance Agent
Anton Insurance
10.2005 - 12.2020
Secretary
Portage Township Schools
05.1986 - 05.1999
1 Year Of College - Criminal Justice
Beaver County Community College
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