Barbara Berg
ARLINGTON
Summary
Administrative Assistant and Insurance Sales Professional with a proven track record at Allstate, excelling in customer relations and office administration. Skilled in Microsoft Office and adept at managing schedules, I foster strong client relationships while ensuring confidentiality and efficiency in document management. Committed to delivering exceptional service and support.
I am prepared for this role with strong background in office management, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams. Team collaboration and adaptability to changing needs drive consistent achievement of organizational goals. Known for reliability and fostering positive work environment.
Overview
43
43
years of professional experience
Work History
Administrative Assistant /Insurance Sales Professional
Allstate
Arlington, WA
10.2000 - 08.2024
- Managed scheduling and calendar coordination for team meetings and events.
- Assisted in preparation of reports, policies and correspondence.
- Maintained filing systems to enhance document retrieval efficiency.
- Supervised a team of 5 co-workers
- Held Property/Casualty Insurance Licenses in all 50 states as well as Surplus Lines licenses in all 50states.
- Responded to inquiries via phone and email, ensuring professional communication.
- Collaborated with team members on project tasks to ensure timely completion.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
CSR /Mortgage Loan Officer
Evertrust Bank
Snohomish, WA
05.1981 - 10.2000
- Delivered exceptional customer service by resolving inquiries and issues promptly.
- Assisted customers with account management, ensuring accurate information and support.
- Collaborated with team members to streamline communication processes within the department.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Education
High School Diploma -
Snohomish High School
Snohomish, WASkills
- Customer service
- Computer skills - Microsoft - Excel, Word and Outlook
- Professional and mature
- Office administration
- Time management
- File organization
- Customer relations
- Scheduling and calendar management
Timeline
Administrative Assistant /Insurance Sales Professional
Allstate
10.2000 - 08.2024
CSR /Mortgage Loan Officer
Evertrust Bank
05.1981 - 10.2000
High School Diploma -
Snohomish High School