Results-driven Technical Assistant with a proven track record in resolving complex issues and identifying optimal solutions. Strong documentation and reporting skills are complemented by a solid understanding of customer, team, and vendor relations. Committed to fostering collaborative environments that enhance productivity and streamline processes. Adept at leveraging technical expertise to support organizational goals and improve service delivery.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Technical Assistant
Liberty Mutual
Remote
06.2022 - 04.2026
Contributed to a positive work environment by effectively communicating with coworkers and supervisors to address any issues or concerns related to an injured workers claim.
Executed detailed processing of formwork, facilitating benefit transitions for injured workers throughout the state.
Facilitated timely disbursement of weekly benefit checks and settlements to support injured workers' financial needs.
Implemented standard work procedures to optimize workflow and improve state operational efficiency.
Developed and implemented training initiatives for co-workers to foster professional growth.
Coordinated efforts to strengthen employee engagement and connection between local and regional teams.
Insurance Agent
Gold Trusted Agent
Remote
06.2022 - 08.2024
Utilized advanced technology tools to improve efficiency in managing daily tasks related to role of Trusted Agent.
Collaborated with team members to develop strategies for improving client satisfaction.
Mentored junior team members by providing constructive feedback on their performance as Trusted Agents.
Maintained confidentiality of sensitive client information at all times.
Reviewed and verified client information to ensure accuracy and completeness.
Established trusting relationships with clients through effective communication and active listening skills.
Completed annual evaluations of individual performance as Trusted Agent, setting goals for future growth.
Protected data, software, and hardware with top-notch security procedures.
Customer Service/Sales Manager
Mike Mancini State Farm Agency
Monroe, WI
05.2021 - 05.2022
At work you can typically find me answering the phones, filing claims for clients, following up on claims or policy transactions that I've submitted
Customer service is very important to me
And I always strive to provide the best! I also assist walk in clients with any questions they may have about their policy and understanding it
I truly enjoy being able to help and educate people
Established long-lasting relationships with customers to maintain high retention and satisfaction.
I toggle between multiple software programs, in a very high paced work environment.
Determined opportunities to introduce and cross-sell products.
Built strong relationships with key customers to maintain and expand business opportunities.
Collaborated with marketing teams to create promotional materials that support sales initiatives.
Oversaw customer service processes, resolving any issues that may impact client satisfaction or retention.
Oversaw clerical staff, directing and monitoring sales activities.
Administrative Assistant
Freeport Metal Specialties
Freeport, IL
03.2020 - 05.2021
I get the pleasure of greeting walk in customers, finding out how I can help them, and answering any questions they may have
I fill out the appropriate paperwork to meet their needs
I flawlessly answer a multi line phone, complete invoicing paperwork, and taking payments from customers
As well as month end paperwork and reconciling accounts
I also have experience in Accounts Payable, I handle the input of invoices into our software system, and create monthly statements, which I mail out to individual customers, write checks, and enter payments into the software system
I gather needed information from insurance agents, perform general filing, and handle Tax Exempt paperwork
I utilize Excel spreadsheets for data tracking, setting up appointments, and keep daily and monthly logs of incoming and outgoing vehicles
I work in a very fast paced environment, and need to multi task quite frequently
I enjoy being able to assist customers, and offer them a friendly smile
Handled sensitive information with discretion while maintaining confidentiality protocols.
Supported workflow of daily administrative tasks to achieve targets and deadlines.
Entered data accurately into spreadsheets and databases for record-keeping purposes.
Assisted in preparation of monthly financial reports for executive review.
Proofread documents for grammar, spelling, and formatting errors before distribution.
Managed incoming and outgoing mail, packages and faxes.
Administrative Assistant to Manufacturing Operations Manager
QPS Employment Group
Monroe, WI
08.2019 - 01.2020
While working for this temp agency I was placed at Industrial Combustion where upon completion I received a letter of recommendation from my boss
I toggle between multiple jobs within one position
I handle daily cycle counting, I've also had training in reconciling the cycle count, and adjusting inventory accordingly
I also have an assigned list of vendors that I handle daily Procurement for
Which includes confirming orders, placing expedited orders, and ensuring on time delivery of the orders I place
I also handle all of our Return Material Authorizations, connecting with suppliers and coordinating returns for defective parts, scheduling testing for manufactured parts that our company produces, and checking warranties on parts to ensure they are within the guidelines of qualifying for return/credit
Handling RMA's also includes approving and issuing credit correctly for parts that we have found to be defective
While those are my main daily responsibilities, additionally I read prints for parts that are returned, ensuring they meet our specs and can be restocked
I have experience in project management, setting up meetings, coordinating with inter company employees at multiple other sites, and answering any questions they may have.
Customer Service Representative
All-Star/Newark Mutual
Brodhead, WI
11.2017 - 11.2018
I started out in this position performing basic receptionist duties
I quickly learned their software program, along with daily tasks such as processing EFT deposits, taking customer credit/debit card payments over the phone, answering customers or agents questions, along with many other things
After learning the basic in's and out's of the property insurance industry, I was assigned the duties of filing claims, checking on status of claims, and performing all changes on policies for the entire company
I also did office filing, performed some A/R tasks, entered A/P and A/R checks into the check register, and was able to enter check payments from mortgagee's and customers into the computer software as well.
Office Manager
Pleasant Grain LLC
Monroe, WI
09.2016 - 11.2017
Proficiently run all day to day office operations, including but not limited to, purchasing grain from a multitude of customers both in person and over the phone, reconciling terminal settlements, answering phone calls, emails, and questions, testing grain, creating storage invoices, creating monthly scaling invoices, evaluating the active grain market price, data entry, ability to switch from one task to the next quickly, resolving problems the customer may have.
Administrative Assistant
Craigo Grain Co., Inc
10.2014 - 09.2016
Weighing customers in and out, accurately grading grain, managing scale house, general office filing, entering daily end grain prices on Excel spreadsheet, answering phone calls, taking detailed messages, assisting walk in customers, creating trucking paperwork for multi state hauling, updating/organizing OSHA paperwork, data entry.
Education
Early Childhood Education - Liberal Arts And Sciences
Madison Area Technical College
Madison
05-2007
High School Diploma - undefined
Monroe High School
05-2006
Skills
Detail-oriented data management
Training facilitation skills
Proficient in conflict management
Innovative thinking
Interpersonal Skills
Conflict resolution
Accounts Payable
Time Management
Adaptability
Customer Care
Decision Making
Self Motivation
Certification
Property & Casualty License
Timeline
Technical Assistant
Liberty Mutual
06.2022 - 04.2026
Insurance Agent
Gold Trusted Agent
06.2022 - 08.2024
Customer Service/Sales Manager
Mike Mancini State Farm Agency
05.2021 - 05.2022
Administrative Assistant
Freeport Metal Specialties
03.2020 - 05.2021
Administrative Assistant to Manufacturing Operations Manager
QPS Employment Group
08.2019 - 01.2020
Customer Service Representative
All-Star/Newark Mutual
11.2017 - 11.2018
Office Manager
Pleasant Grain LLC
09.2016 - 11.2017
Administrative Assistant
Craigo Grain Co., Inc
10.2014 - 09.2016
High School Diploma - undefined
Monroe High School
Early Childhood Education - Liberal Arts And Sciences