Office Coordinator/Life Insurance Support
Rice Financial Consulting, Inc.
Los Gatos, CA
12.2013 - 11.2015
- Interacted with customers by phone, email or in-person to provide information
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff
- Maintained office supplies inventory by checking stock and ordering new supplies
- Efficiently supervised filing, sorting and handling incoming and outgoing mail
- Worked collaboratively with office staff to maintain smooth operations and team readiness for unexpected demands
- Managed office activities by maintaining communication between clients, tracking records and filing all documents
- Prepared life insurance applications for clients