Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
Work History
Insurance Coordinator
Goldstein Insurance Services
04.2016 - 11.2022
Processed and recorded new policies.
Modified, updated and processed existing policies.
Managed high-volume insurance verifications within pressured timeframes for productive medical operations.
Collaborated with customers to resolve disputes.
Responded to correspondence from insurance companies.
Educated clients on insurance policies and procedures.
Monitored customer feedback and identified areas of improvement.
Performed various clerical duties by filing and faxing documents and creating customer databases.
Maintained database with clients lines of coverage for annual renewal process.
Sales Administrative Specialist
Reagan National Advertising
01.2010 - 04.2016
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Researched and customized service proposals for clients to meet requirements.
Sent clients estimates of costs for advertising products or services and followed up by phone call or email.
Helped Account Executives with sold and design paperwork to be submitted to Art Director.
Recorded accurate and efficient records in customized database.
Assisted coworkers and staff members with special tasks on daily basis.
Supported company leaders with administrative procedures.
Coordinated annual Sales Luncheon for Account Executives and Managers. Ordered awards for Account Executives that met annual sales goals.
Filled in for Art Director with design paperwork and design information to printers,
Sales Administrative Assistant
Boon-Chapman
08.1996 - 01.2009
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Set and achieved company defined sales goals.
Collected and maintained files of clients.
Processing new group application and employee forms.
Established administrative work procedures to track daily tasks.
Interacted with insurance carrier and professional services personnel to receive dental proposals for clients.
Volunteered to help with special projects of varying degrees of complexity.
Completed forms, reports, logs and records to quickly handle all documentation for clients.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Managed filing system, entered data and completed other clerical tasks.
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Liaised between clients and vendors and maintained effective lines of communication.
Human Resources Assistant
Boon-Chapman
02.1994 - 08.1996
Posted job descriptions on boards for vacant jobs.
Checked references for potential candidates.
Organized new employee orientation schedules for new hires.
Screened applicant resumes and coordinated both phone and in-person interviews.
Conducted exit interviews with terminated employees.
Processed employee termination paperwork at direction of supervisory staff.
Delivered friendly assistance with new hires throughout interviewing and hiring process.
Created and completed personnel action forms for hires, terminations, title changes and terminations.
Filed paperwork, sorted, and delivered mail and maintained office organization.
Operated multi-line telephone system to answer and direct high volume of calls as back-up Receptionist.
Sorted, received, and distributed mail correspondence between departments and personnel.
Provided clerical support to company employees by copying, faxing, and filing documents.
Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
Licensed Specialist in School Psychology (LSSP) at Leander Independent School DistrictLicensed Specialist in School Psychology (LSSP) at Leander Independent School District