Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bernadette Grassi

Valhalla,NY

Summary

Proven expertise in insurance sales and client relationship management, demonstrated at Valhalla Agency Inc. by enhancing client retention and negotiating favorable terms. Skilled in attention to detail and customer service, successfully managed complex networks for IBM, boosting efficiency. Achieved significant business growth through strategic networking and personalized insurance solutions.

Overview

35
35
years of professional experience
1
1
Certification

Work History

Licensed Sales Producer/Customer Service

Valhalla Agency Inc.
09.2009 - Current
  • Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
  • Provided coverage option information to assist clients in protecting assets.
  • Strong customer relationships, exceptional service and tailored insurance solutions.
  • Collaborated closely with claims department to expedite claim resolutions while maintaining client satisfaction.
  • Developed new business opportunities through networking events, community involvement, and referrals.
  • Negotiated favorable terms with underwriters on behalf of clients, effectively balancing risk mitigation with cost considerations.
  • Analyzed customer needs to provide customized insurance solutions.

Kindergarten Aide

Mount Pleasant Central School District
04.2006 - Current
  • Observed and monitored children's activities.
  • Provide academic & behavioral assistance to children ages 5-8.
  • Provide redirection to children with Individual Education Plans (IEP).
  • Charting student progress and assist children with daily life skills.
  • Strong capability of managing children with different types of disability.
  • Individualized instruction to smaller group of children.
  • Crisis Prevention Intervention (CPI) trained.


Assistant

Kenneth Kirshchenbaum, LLP
01.2005 - 04.2006
  • Organize and reproduce clients tax forms in busy accounting firm.
  • Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
  • Data entry into Quickbooks, filing, Financial reports.

Customer Engineering and IT Support

AT&T Corporation
05.1999 - 06.2004
  • Communicate and work closely with Technical Engineers whom design, architect, enable IBM and AT&T Networks.
  • Managed, maintained, tracked presales assigned engineer, tracked, follow up, scheduled design review meeting.
  • Provided IP address for LAN networks.
  • Maintain accuracy of multiprotocol network and support order status on Lotus Notes database (approx >500 companies, > 5000 sites).


Technical Customer Support Administrator

IBM Corporation / Advantis
03.1994 - 05.1999
  • Communicate and work closely with Technical Engineers whom design, architect, enable IBM and AT&T Networks.
  • Managed, maintained, tracked presales assigned engineer, tracked, follow up, scheduled design review meeting.
  • Provided IP address for LAN networks.
  • Maintain accuracy of multiprotocol network and support order status on Lotus Notes database (approx >500 companies, > 5000 sites).

Secretary

IBM Corporation / Advantis
09.1991 - 03.1994
  • Administrative Assistant to Second Line Manager, 5 First Line Managers and their staff.
  • Handled calendar management, schedule meetings, follow-ups, tracking.
  • Coordinated travel arrangements - travel itineraries, expense reimbursement reports (domestic & international).
  • Maintained daily report documents, memos and invoices.
  • Scheduled appointments and conducted follow-up calls to clients.

Associated Secretary

IBM Corporation
10.1989 - 09.1991


  • Handled calendar management, schedule meetings, follow-ups, tracking.
  • Coordinate travel arrangements - travel itineraries, expense reimbursement reports (domestic & international).
  • Accumulated weekly status from staff employees for management review.
  • Submitted and tracked staff timecards.
  • Maintained daily report documents, memos and invoices.

Education

Associate of Applied Science - Automated Office Technology

The Berkeley College
White Plains, NY
1990

Skills

Insurance sales expertise

Client Relationship Management and Service

Customer Retention

Quotes and sales

Attention to Detail

Certification

Property & Casualty License

Insurance Producer License

Timeline

Licensed Sales Producer/Customer Service

Valhalla Agency Inc.
09.2009 - Current

Kindergarten Aide

Mount Pleasant Central School District
04.2006 - Current

Assistant

Kenneth Kirshchenbaum, LLP
01.2005 - 04.2006

Customer Engineering and IT Support

AT&T Corporation
05.1999 - 06.2004

Technical Customer Support Administrator

IBM Corporation / Advantis
03.1994 - 05.1999

Secretary

IBM Corporation / Advantis
09.1991 - 03.1994

Associated Secretary

IBM Corporation
10.1989 - 09.1991

Associate of Applied Science - Automated Office Technology

The Berkeley College

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Bernadette Grassi