Geena Henninger
Corona,CA
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
1
1
Certification
Work History
Client Service Manager
Arthur J. Gallagher & Company
Glendale, CA
11/15/21 - 07.2024
- Assisted in developing strategies aimed at improving customer experience across all channels.
- Managed a portfolio of accounts, ensuring that all requests were handled properly and promptly.
- Performed extensive research as needed to resolve customer complaints or disputes quickly and effectively.
- Created detailed reports on customer service performance metrics for management review.
- Ensured compliance with applicable laws and regulations related to client accounts.
- Collaborated closely with other departments to coordinate cross-functional activities related to client accounts.
- Prepared presentations for potential new clients outlining services offered by the company.
- Provided training support for new hires on customer service processes and procedures.
- Processed payments from customers in accordance with established guidelines and regulations.
- Resolved escalated issues by providing timely solutions to complex problems.
- Reviewed invoices for accuracy prior to processing payment transactions.
- Maintained up-to-date client records, including contact information and account history.
- Assisted with onboarding new clients, verifying accuracy of paperwork and data entry into the system.
- Participated in weekly meetings with team members to discuss upcoming projects or tasks.
- Built relationships with customers through proactive communication regarding product updates and changes.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Assessed financial risk by collecting and analyzing financial data.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Consulted with customers to discuss market information.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Administrative Assistant
Pinnacle Lien Services
Corona, CA
10.2011 - 11/15/21
- Provided administrative support through answering phones and transferring calls; retrieving messages for managers; fax, copying and scanning support; data entry for new patient files
- Provided status for files from previous court hearings
- Prepared patient files for upcoming court hearings at the Worker’s Compensation Appeals Board
- Created and served petitions for medical records
- Obtained all required documents for court hearings
- Created exhibit lists for trials
- Organized court files by hearing date, as well as the hearing notices
- Assisted calendar manager with finalizing the court calendar for each week
- Resolved any issues regarding missing payments for unpaid settlements
- Arranged file pick up for the hearing representatives
- Trained new hires for their position
- Marketing new clientele
Education
Associate of Arts - Business Management
Fremont College
01.2020
Certificate - Medical Billing and Coding
Everest College
01.2011
Bachelor of Arts - Marketing
California Baptist University
Riverside, CABachelor of Arts - Organizational Leadership
California Baptist University
Riverside, CASkills
- Excellent people skills
- Problem-solving
- Communication skills
- Verbal communication
- Written communication
- Data entry skills
- Attention to detail
- Office equipment handling
- Billing
- Coding
- Organization
- Filing
- Charting
- Documenting
- Microsoft Office programs
- Word
- Excel
- PowerPoint
- Typing speed: 64 WPM
- Client Services
- Account Management
- Training and mentoring
- Research and due diligence
- Schedule Management
- Cross-Functional Teamwork
- Handling Escalations
- Customer Service
- Research ability
- New Hire Training
- MS Office
- Customer Relations
- Problem-Solving
Certification
- P&C License
Affiliations
- Team Manager for daughter's AYSO Soccer team.
Timeline
Administrative Assistant
Pinnacle Lien Services
10.2011 - 11/15/21
Client Service Manager
Arthur J. Gallagher & Company
11/15/21 - 07.2024
Associate of Arts - Business Management
Fremont College
Certificate - Medical Billing and Coding
Everest College
Bachelor of Arts - Marketing
California Baptist University
Bachelor of Arts - Organizational Leadership
California Baptist University
- P&C License
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