Anna Maria Q. Lee
Vestal,NY
Overview
23
23
years of professional experience
Work History
Customer Service/Project Manager
ESFM
04.2024 - Current
- Answers the telephone, responds to customer emails, and provides general assistance to customers.
- Reviews and promotes service requests submitted by customers.
- Provides clerical support, maintains files, and records.
- Prepares routine correspondence, forms, and other documents.
- Collects, verifies, retrieves, and enters data.
- Oversees projects from beginning to end.
- Assists in the preparation and proofreading of materials for reports.
- Communicates with customers to complete work in an efficient, and professional manner.
- Facilitated the collection of required documents for contract preparation.
- Managed the scheduling coordination between the client and vendor.
Customer Success & Operations Manager
SENIOR LIFE MATTERS, INC.
06.2021 - 08.2022
- Oversee the customer service department
- Work closely with the agent and customer service team to help customers understand company products and services to their advantage
- Ensure all operations are carried out in an appropriate, cost-effective way
- Improving operational processes and best practices
- Help the organization’s process remain legally compliant
- Helped plan, set up, and promote all events.
Brand Ambassador
McKinney Capital Management
Houston, TX
11.2016 - 01.2021
- Market McKinney Capital Management and promote workshops
- Develop, produce, and distribute mailers
- Provide an identifiable local presence for the company
- Assist in facilitating and logistically organizing events for the company
- Maintain current client base through excellent customer service and weekly/monthly interaction, as well as grow business.
Licensed Sales Producer
Allstate Insurance
League City, TX
09.2014 - 11.2016
- Act as an intermediary between Allstate and insurance buyers, including individuals and businesses, while advising them on the insurance policies that best fit their individual needs
- Common tasks include selling various types of insurance policies to individuals and businesses, such as automobile, homeowner’s insurance, etc
- Advise customers, on an individual basis, on how to minimize risks by customizing insurance policies based on what best suits their needs
- Explain the features, advantages, and disadvantages of various policies to promote the sale of insurance plans
- Calculate premiums and establish payment methods
- Perform administrative tasks, such as maintaining records, handling policy renewals, and processing and posting bill payments
- Attend meetings, seminars, and programs to learn about new products and services, while also learning new skills
- Research and stay up to date on the rates and policies that various insurers offer
- Complete and submit applications, maintain client records, and prepare reports in the event a customer files a claim.
Licensed Sales Producer
Allstate Insurance
Dickinson, TX
08.2013 - 09.2014
- Act as an intermediary between Allstate and insurance buyers, including individuals and businesses, while advising them on the insurance policies that best fit their individual needs
- Common tasks include selling various types of insurance policies to individuals and businesses, such as automobile, homeowner’s insurance, etc
- Advise customers, on an individual basis, on how to minimize risks by customizing insurance policies based on what best suits their needs
- Explain the features, advantages, and disadvantages of various policies to promote the sale of insurance plans
- Calculate premiums and establish payment methods
- Perform administrative tasks, such as maintaining records, handling policy renewals, and processing and posting bill payments
- Attend meetings, seminars, and programs to learn about new products and services, while also learning new skills
- Research and stay up to date on the rates and policies that various insurers offer
- Complete and submit applications, maintain client records, and prepare reports in the event a customer files a claim.
Youth and Family Intervention Advocate
Ross County Juvenile Courts
Chillicothe, OH
11.2010 - 05.2012
- Provide day-to-day case management and mentoring services to youth clients and their families
- Common tasks include developing healthy, mentoring relationships with the youth and their families while maintaining a regular dialogue with family members about youths' needs, progress in the program, and any challenges that occur throughout the process
- Worked with at-risk youth who struggled with anger management, conflict resolution, time management, and behavior modifications
- Informed and counseled at-risk students about teen pregnancy and the importance of earning an education
- Tutored students in various subjects such as Reading, Math, and English
- Managed preventive programs to promote a successful experience for at-risk teens and their families
- Managed social skills groups.
Program Support Assistant
VA Medical Center
Chillicothe, OH
10.2008 - 04.2009
- Provide high-level administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings
- Performed general administrative office duties, such as answering calls, filing, billing, and drafting correspondence to various parties, and participating in timekeeping/payroll duties every week
- Created and distributed various types of monthly reports to coworkers and management regularly
- Maintained records for sponsor home annual inspections & veterans’ yearly assessments
- Provide clerical support to other departments
- Prepare responses to correspondence containing routine inquiries.
Store Manager
Executive Cellular Network
Waverly, OH
02.2007 - 12.2007
- Demonstrate and prove the ability to assess client needs, establish rapport with all direct reports and customers, and build trust by offering outstanding customer service, all while meeting and or succeeding in the financial obligations and expectations of the company
- Facilitated the setup and opening of the store & managed sales
- Established a healthy rapport with customers by managing customer accounts and fulfilling customers’ requests in an accurate and timely manner
- Facilitated the setup and opening of the store & managed sales
- Processed and posted bill payments, including cash, check, and credit card payments
- Managed reconciliation and deposit of daily store proceeds daily
- Managed the new hire process and oversaw the training of the new hires.
Account Manager
Banta Corporation
Greenfield, OH
10.2003 - 02.2007
- Supervise, monitor, and evaluate all day-to-day activities for my assigned accounts
- Performed administrative duties, such as answering phone calls, ordering office supplies, and performing data entries for all customer accounts, including account billing
- Drafted and responded to all correspondence to various high-dollar magazine accounts
- Managed order tracking, expedited deliveries, and troubleshooting of accounts
- Managed accounts from solicitation to ordering and through production and delivery.
Assistant Manager
Executive Cellular Network
Hillsboro, OH
12.2001 - 10.2003
- I successfully built trust with customers by delivering exceptional customer service while meeting the company's financial obligations
- I facilitated the store setup and opening, managed sales, processed payments, and reconciled daily store proceeds
- Additionally, I trained new hires and established healthy customer relationships by accurately fulfilling customer requests
- Performed administrative duties, such as answering phone calls, ordering office supplies, and performing data entries for all customer accounts, including account billing
- Co-managed employees on all customer service type relations
- Sold company products, such as cell phones and cell phone accessories
- Managed customer service relations.
Education
State of Texas Property and Casualty License
09.2013
BS, Criminal Justice -
Ohio University, Chillicothe, OH
08.2012
AAS, Human Services Technology -
Ohio University, Chillicothe, OH
03.2010
Awards
- Outstanding Student Award in Human Services Technology, Ohio University, Chillicothe, OH, 03/2010
- Cum Laude BS, Criminal Justice, Ohio University, Chillicothe, OH, 08/2012
Timeline
Customer Service/Project Manager
ESFM
04.2024 - Current
Customer Success & Operations Manager
SENIOR LIFE MATTERS, INC.
06.2021 - 08.2022
Brand Ambassador
McKinney Capital Management
11.2016 - 01.2021
Licensed Sales Producer
Allstate Insurance
09.2014 - 11.2016
Licensed Sales Producer
Allstate Insurance
08.2013 - 09.2014
Youth and Family Intervention Advocate
Ross County Juvenile Courts
11.2010 - 05.2012
Program Support Assistant
VA Medical Center
10.2008 - 04.2009
Store Manager
Executive Cellular Network
02.2007 - 12.2007
Account Manager
Banta Corporation
10.2003 - 02.2007
Assistant Manager
Executive Cellular Network
12.2001 - 10.2003
State of Texas Property and Casualty License
BS, Criminal Justice -
Ohio University, Chillicothe, OH
AAS, Human Services Technology -
Ohio University, Chillicothe, OH
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