Microsoft Office Suite
Bobbi Carey
Summary
Seasoned professional with 15 years of diverse experience across key operational areas, bringing a well-rounded skill set in multitasking, documentation management, and customer service excellence. Adept at maintaining detailed records, streamlining processes, and ensuring efficiency in fast-paced environments. Recognized for advanced written and verbal communication skills, facilitating seamless communication across multiple platforms. Highly adaptable and detail-oriented, excelling in data entry. customer interactions, and operational support with precision. Thrive in dynamic settings where accuracy, organization, and service quality are paramount.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sales Agent
AAA MountainWest
03.2023 - Current
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in and walk-in customers with questions
- Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals
- Recorded accurate and efficient records in customer database.
- Explained features and advantages of insurance products or services
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
Member Experience Generalist
AAA MountainWest
01.2021 - 03.2023
- Managed and motivated employees to be productive and engaged in work.
- Enhanced data accuracy by meticulously reviewing and correcting errors in spreadsheets and databases.
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Maximized performance by monitoring daily activities and mentoring team members.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Delivered accurate reports by conducting comprehensive data entry and quality control checks.
- Streamlined data entry processes, reducing errors and increasing overall productivity.
- Provided administrative support as needed such as data entry or report preparation.
- Created and maintained data entry logs to track data entry activities.
Member Experience Associate
AAA MountainWest
11.2019 - 01.2021
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Followed established procedures to enter and process data correctly.
- Collaborated with team members to streamline processes and improve overall branch operations efficiency.
- Managed high call volumes with ease, maintaining composure and professionalism under pressure.
Customer Response Representative
Rocky Mountain Elk Foundation
01.2017 - 11.2019
- Managed high-volume payment processing tasks, consistently meeting deadlines without compromising accuracy or quality.
- Increased accuracy in payment processing through meticulous attention to detail and thorough data entry.
- Maintained high level of data security by adhering to company policies, protocols, and confidentiality requirements.
- Completed data entry tasks with accuracy and efficiency.
- Compiled data and reviewed information for accuracy prior to input.
Customer Service Representative
Equity Management Inc
01.2014 - 01.2017
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Processed payments and applied to customer balances.
- Drafted and reviewed a wide range of legal documents to ensure compliance with applicable laws and regulations.
- Maintained organized filing systems for easy retrieval of case files and supporting documentation.
- Reduced errors in legal paperwork with thorough proofreading and attention to detail.
- Ensured accuracy in legal paperwork with meticulous proofreading and editing tasks.
- Excellent communication skills, both verbal and written.
- Followed established procedures to enter and process data correctly.
- Organized, sorted, and checked input data against original documents.
- Sorted documents and maintained organized filing process.
Property Management
Westview Park & Mini Storage
06.2008 - 01.2014
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
- Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
- Coordinated with maintenance staff to ensure timely completion of repairs, minimizing downtime for tenants and maintaining property aesthetics.
- Followed up on delinquent tenants and coordinated collection procedures.
- Monitored outstanding balances, following up on overdue payments to minimize loss or delay in revenue collection.
- Managed high-volume payment processing tasks, consistently meeting deadlines without compromising accuracy or quality.
- Streamlined payment processing by implementing efficient systems and organizational strategies.
- Reduced errors in payment transactions by regularly reviewing and reconciling financial records.
- Followed established procedures to enter and process data correctly.
- Organized, sorted, and checked input data against original documents.
Education
High School Diploma -
Frenchtown High School
MontanaSkills
- Data entry and processing
- Accuracy and precision
- Microsoft office
- Google Suite
- Critical thinking
- Administrative support
- Time management
- Fast typing speed
- Independent worker
- Problem-solving
- Client relations
- Customer assistance
Accomplishments
- Trained more than 10 full time associates on various procedures and software
- Created maintenance service records board
- Created and assembled office procedure manual
- Used Microsoft Excel to develop office production and numbers
- Created step-by-step job processes for current and new employees
Certification
- Property and Casualty License - Montana Department of Insurance.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteOn-SiteHybridImportant To Me
Work-life balanceFlexible work hoursHealthcare benefitsWork from home optionPaid time off401k matchCareer advancementCompany CulturePaid sick leaveSoftware
Google Suite
Outlook
Languages
English
Full Professional
Timeline
Sales Agent
AAA MountainWest
03.2023 - Current
Member Experience Generalist
AAA MountainWest
01.2021 - 03.2023
Member Experience Associate
AAA MountainWest
11.2019 - 01.2021
Customer Response Representative
Rocky Mountain Elk Foundation
01.2017 - 11.2019
Customer Service Representative
Equity Management Inc
01.2014 - 01.2017
Property Management
Westview Park & Mini Storage
06.2008 - 01.2014
High School Diploma -
Frenchtown High School
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