Summary
Overview
Work History
Education
Skills
Timeline
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Allison Underwood

Summary

Administrative and payroll expertise. Proven history of delivering exceptional client service through proactive communication and diligent follow-up. Solid team player with outgoing positive demeanor. Establishes rapport and trusting relationships with clients easily. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic, and results-oriented with exemplary passion for cultivating relationships and growing business.

Overview

24
24
years of professional experience

Work History

Administrative Assistant

Cable Tel Services, Inc.
12.2021 - Current
  • Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
  • Supported executive staff through scheduling meetings and preparing crucial documents.
  • Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Provides payroll assistance to office manager, as well as invoicing to the CEO. Inputting payables in Quickbooks
  • Liaison between the companies' largest cable client and sub-contractors for the Tennessee, Mississippi, and Arkansas areas.

Insurance Agent

HQ Insurance, LLC.
08.2020 - 12.2021
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • First point of contact for an Independent Insurance Agency that specializes in Auto, Home, Business, Life and Health Insurance.
  • Obtained P&C and Life insurance licenses to provide customer service for ten agents insureds.
  • Generating quotes, claims, changes, and guidance.


Client Services Representative

Wood Financial Group, LLC.
01.2014 - 02.2019
  • Enhanced client satisfaction by providing timely and accurate information on products and services.
  • Streamlined processes for efficient client communication, resulting in improved customer retention rates.
  • Collaborated with cross-functional teams to resolve complex client issues quickly and efficiently.
  • Managed a portfolio of high-value clients, ensuring their needs were met and fostering long-term relationships.
  • Maintained the highest level of integrity while providing outstanding customer service for inbound and outbound calls.
  • Managed salesforce calendar for the President and Vice President of the company.
  • Processed electronic funds transfers and all documents for retirement accounts to include notarizing legal paperwork.
  • Assisted clients with the tax preparation documentation, liaison with tax preparer and financial advisors.
  • Educated clients on account services and resolved client inquiries regarding financial statements and account balances.
  • Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
  • Collaborated with marketing team for client event planning, with execution of successful events for business growth.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Educated clients with regards to available online resources and service features to increase convenience.

Recruiter

Aerotek
01.2000 - 01.2005
  • Increased candidate placements by developing and maintaining relationships with clients and candidates.
  • Enhanced recruitment process for faster hiring by utilizing various sourcing tools such as job boards, social media, and networking events.
  • Improved employee retention rates through thorough candidate screening and interview techniques.
  • Streamlined communication between candidates and hiring managers, leading to higher satisfaction on both sides.

Education

Cosmetology Degree

Madison Cosmetology School
Madison

No Degree - Nursing

University of Memphis
Memphis, TN

Skills

  • Executive Administrative Assistant/Customer Service Representative
  • Calendar Management
  • Research
  • Proficient in Quick Books, Salesforce, Word, Excel, Electronic Funds Transfers, Notary
  • Data Entry
  • Client Liaison

Timeline

Administrative Assistant

Cable Tel Services, Inc.
12.2021 - Current

Insurance Agent

HQ Insurance, LLC.
08.2020 - 12.2021

Client Services Representative

Wood Financial Group, LLC.
01.2014 - 02.2019

Recruiter

Aerotek
01.2000 - 01.2005

Cosmetology Degree

Madison Cosmetology School

No Degree - Nursing

University of Memphis

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Allison Underwood