Bethany Wheeler
Mentor
Summary
Results-driven professional with 8+ years in support, insurance, HR support, and team leadership. Strong skills in client engagement, rapport building, conflict resolution, and operational management. Detail-oriented, efficient, and solutions-focused in fast-paced environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Office Administrator
Health Insurance for Seniors LLC
08.2025 - Current
- Produced monthly newsletters and coordinated client engagement communications
- Maintained administrative records and supported daily office operations
- Managed scheduling and calendar appointments for executive staff, optimizing time management.
- Provided professional front line support while handling a high volume of client calls during peak enrollment periods
- Boosted client retention through reliable and professional service, exceeding expectations.
Human Resources Administrative Support
Modern Industries, Inc.
04.2025 - 08.2025
- Scheduled meetings, training sessions, and safety briefings for staff and management.
- Created and maintained Excel spreadsheets
- Coordinated annual benefits enrollment by preparing forms, answering employee questions, and organizing completed packets
- Assisted in onboarding new hires by assembling welcome packets, preparing documents, and supporting first-day logistics
- Took detailed meeting notes and distributed summaries to leadership and relevant stakeholders to ensure clear communication and follow-up
Certified Insurance Representative
Murray Insurance LLC
05.2018 - 01.2024
- Assessed client needs and financial situations through active listening and scheduling detailed fact-finding appointments.
- Educated clients on the importance of complete insurance coverage, building trust and fostering loyalty within the existing client base.
- Engaged in continuous professional development, staying updated on industry trends and regulatory changes to ensure compliance and enhance service offerings.
- Maintained meticulous transaction records, ensuring compliance with company policies and regulatory standards.
- Provided deep knowledge of various insurance products, including policies, regulations, and underwriting guidelines.
Swing Manager
McDonald's Restaurant
06.2016 - 05.2018
- Addressed customer concerns promptly, leading to an increase of customer satisfaction
- Enhanced team performance by providing regular coaching, training, and feedback sessions, resulting in increased monthly production numbers.
- Collaborated with other managers to develop long-term strategies for continuous business growth.
- Ensured smooth shift transitions by maintaining thorough communication between teams.
Education
High School Diploma -
Central Technical High School
Erie, PASkills
- Scheduling
- Google Workspace/Suite
- Office administration
- Client Engagement and Retention
- High Processing Speed
- Sales
- Conflict Resolution
- Rapport Building
- Detail-Oriented
- Customer Service and Support
- Microsoft Office Software
- HubSpot
- Jira
- SysAid
- Salesforce
- Paycor
- AgencyBloc
Certification
- PA Property & Casualty Insurance License
Timeline
Office Administrator
Health Insurance for Seniors LLC
08.2025 - Current
Human Resources Administrative Support
Modern Industries, Inc.
04.2025 - 08.2025
Certified Insurance Representative
Murray Insurance LLC
05.2018 - 01.2024
Swing Manager
McDonald's Restaurant
06.2016 - 05.2018
High School Diploma -
Central Technical High School