A self-motivated, committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
16
16
years of professional experience
Work History
Clinical Trial Participant – Research Studies
Independent Contractor for Research Companies
01.2018 - Current
Respectful of investigators, clinical research staff, and other participants.
Comply with clinical trial procedures and protocols to ensure accurate data collection.
Abide by in-house and dietary rules set forth by the clinical trial facility and investigators.
Show up to scheduled follow-up appointments at the designated time and inform the clinical research staff within a reasonable time if I need to reschedule an appointment.
Keep information about the study confidential if asked to do so.
Adhere to instructions for proper use and dosing of medication, including preparing for examinations, procedures, or tests (e.g., providing biological samples).
Follow directions for abstaining from non-study-related medications or other contraindicated medications or procedures.
Personal Assistant/Babysitter
Personal Assistant to The Jarvis Family
Bronx, NY
01.2013 - 11.2017
Ran errands to help with daily tasks, enabling employers to focus on more pressing duties.
Paid bills (phone, electricity, and water), sorted through mail, and ran errands as needed.
Handled the food shopping and ensured the house was stocked up properly (toiletries, household supplies, etc.).
Booked travel arrangements, managed household inventory and maintenance schedules, and organized work projects around the client's house.
Provided childcare assistance when needed: played with children and fed them according to specifications as outlined by their parents; helped children with daily routines such as dressing, toileting, eating, and sleeping; escorted children to recreational parks. Read children's books and taught basic alphabetical and numerical concepts.
Client Service Analyst
New York Life Insurance Company
New York, NY
08.2011 - 08.2012
Provided data entry and operations support for the Variable and Fixed Annuity Income Department.
Identified, analyzed, and processed incoming service requests: ownership and beneficiary changes, Power of Attorney documentation, telephone authorization requests, correspondence inquiries, address changes, and name changes.
Utilized workflow management software, Lotus Notes, and Microsoft Word daily.
Monitored service request queues and handled all assigned work items accordingly and promptly.
Updated and maintained client information regularly; documented all client transactions.
Marketing/Operations Assistant Intern
Fiesta Auto Insurance & Tax Service
New York, NY
01.2011 - 04.2011
Assisted personnel with day-to-day marketing tasks and coordinating activities.
Maintained and updated the CRM database every week.
Assisted with managing and updating social media tools (e.g., Twitter, Facebook, and blog).
Tracked and analyzed internet marketing initiatives to determine if we met our goals.
Kept marketing collateral up to date, accurate, and in legal compliance.
Answered incoming calls and provided backup for the Customer Service Representative.
Distributed flyers, brochures, and pamphlets to residential communities and local businesses.
Researched and sourced leads; cold-called potential customers to inform them of our business and services.
Utilized online search directories such as Yelp.com and Local.com to maximize exposure and reach new customers.
Client Service Representative
John Hancock Life Insurance Company
Boston, MA
04.2008 - 05.2010
Maintained all aspects of account management, including handling incoming calls and data entry. Processed service requests relating to death benefit information, premium notices, policy values, policy illustrations, tax forms, death claims, loans, policy changes, and surrendering/canceling policies.
Managed and updated physical and digital client account information to keep records accurate and current.
Compiled and generated monthly, quarterly, and year-end financial performance reports for internal/external business associates and clients using internal databases and MS Excel.
Served as the first point of contact for high-net-worth survivorship life insurance policyholders.
Communicated with clients, brokers/agents, and authorized third parties.
Resolved client concerns and issues before they escalated.
Advised customers of requirements needed to ensure prompt processing of requests; interpreted and explained life insurance contracts to policyholders.
Served as a liaison and collaborated with multiple departments and external clients.
Supervised and trained new representatives on customer service procedures, document processing and filing, quality control procedures, mail operations, and workflow management.
Education
BBA - Marketing Management
Baruch College – City University of New York
New York, NY
12.2007
Skills
Detailed-Oriented
Critical Thinking
Data Entry
Data Collection and Processing
Analytical Skills
Confidentiality and Data Protection
Customer Service
Verbal and Written Communication
Conflict Resolution
Ease with Computers and Technology (Data Entry, Email, Internet, Typing)
Microsoft Office
Affiliations
Owner of a health and wellness blog. Author of two e-books related to health and wellness. Engage in content and social media marketing. Familiar with content marketing on social media platforms such as YouTube, TikTok, Instagram, and Facebook.
Timeline
Clinical Trial Participant – Research Studies
Independent Contractor for Research Companies
01.2018 - Current
Personal Assistant/Babysitter
Personal Assistant to The Jarvis Family
01.2013 - 11.2017
Client Service Analyst
New York Life Insurance Company
08.2011 - 08.2012
Marketing/Operations Assistant Intern
Fiesta Auto Insurance & Tax Service
01.2011 - 04.2011
Client Service Representative
John Hancock Life Insurance Company
04.2008 - 05.2010
BBA - Marketing Management
Baruch College – City University of New York
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