Microsoft Office Suite
Years of customer service and office experience
Brandy Yetzer
Crosby,MN
Summary
Proactive professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth. Brings positive attitude and commitment to continuous learning and growth.
Overview
17
17
4
4
Years of supervisory and office management experience
3
3
Years of hands-on HR experience
25
25
Years of work experience
Work History
Group Medical Insurance Agent and COO
Trinity Business Partners
Baxter, MN
10.2020 - Current
- Recruit, hire, and train office personnel, creating internal structures aligned with compliance and HR best practices.
- Lead employee performance evaluations and conflict resolution efforts, contributing to a positive workplace culture.
- Establish positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Supervise operations staff and ensure they are compliant with company policies and procedures.
- Collaborate with HR Consulting and Accounting departments and Owners to review and maintain compliance with regulations.
- Track employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Build and maintain relationships with clients and their employees using active listening and issue resolution to provide excellent service.
- Respond swiftly to calls from the client and their employee to resolve issues and answer questions.
- Monitor changes in insurance and human resources industry to stay compliant with relevant laws and regulations.
- Educate clients and their employees on insurance policies and procedures.
- Provide support to clients and their employees in preparing and filing ancillary claim documentation.
- Handle problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Paraprofessional
Pequot Lakes Middle School
Pequot Lakes, MN
09.2019 - 10.2020
- Developed and delivered presentations on course topics.
- Assisted students in developing deeper understanding of course concepts by providing one-on-one support.
- Demonstrated specific skills and activities for students to improve understanding and take excess workload off teachers.
- Took part in professional development workshops to boost skills.
- Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
- Delivered educational support to students via online learning during Covid-19 remote education.
- Collaborated with paraprofessionals, kitchen, and bussing staff with preparation, loading, and delivery of student meals during remote learning.
Employee Scheduler
Oakridge Homes & Woodview Residential Services
04.2018 - 08.2019
- Partnered with HR and Payroll to develop and train over 300 employees on a new timekeeping system.
- Created learning materials and led onboarding and facilitated virtual, in-person and blended learning sessions for over 300 employees.
Administrative Assistant
Oakridge Homes & Woodview Residential Services
10.2013 - 04.2018
- Managed the multi-line phone system, routed calls and messages, and managed incoming/outgoing mail and faxes.
- Maintained inventory of office supplies and placed orders for multiple locations.
- Engaged with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Managed filing system, two conference room calendars, and four company vehicle schedules.
- Assisted in creating and distributing promotional materials and employment ads.
- Increased client participation in special events by creating a newsletter, detailed calendars and other office updates.
- Managed the printing, distributing, and mailing of timesheets for SILS staff, ARMHS staff, and Brainerd area houses.
- Recorded new hires, transfers, terminations, changes in job classifications, and merit increases to main human resources records.
- Continually sought methods for improving daily operations, communications with locations, recordkeeping, and data entry for increased efficiency.
- Packaged and distributed over 1,000 company shirts and holiday cards annually.
- Supported the IT person with upkeep and maintenance of computers, printers, and equipment.
Escrow Assistant
Complete Title Services / First American Title
07.2012 - 05.2013
- Opened incoming orders and set up escrow files upon receiving purchase agreement.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Input closing statements into internal database from worksheets prepared by Escrow Officer.
- Prepared documents for closing and handling disbursement and follow up of escrow transactions.
- Performed data entry, editing and filing.
- Followed up on status of releases, policies, and return of recorded documents for upcoming real estate closing.
- Proofread document signatures and legal descriptions for accuracy and integrity.
- Prepared and mailed/emailed correspondences to all parties involved in the closing.
- Supported the opening, maintaining and closing of escrow accounts.
- Submitted deposits via online system.
- Developed and maintained relationships with customers, realtors, lenders and other third parties.
Office Coordinator
Lake Country Properties
03.2008 - 07.2012
- Entered and maintained real estate information in multiple MLS databases.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Managed office activities by maintaining communication between clients, tracking records, and filing all documents.
- Oversaw accurate and efficient database management and digital file storage to support operational and recordkeeping requirements.
- Designed and maintained company advertising and property marketing for newspapers, magazines, “feature sheets” of active properties, and company slideshow.
- Provided all manner of support to real estate Agents and Broker in and out of office.
- Implemented remote website file storage for more efficient communication between offices and staff.
- Created and maintained the monthly work schedule for office staff and agents.
- Trained new agents in company procedures, policies, software and databases.
- Screened email leads and distributed to the appropriate agent for follow up.
- Oversaw scheduled showings of properties from requests received via telephone, email, and online scheduling program.
Education
Life & Health Insurance Agent of Minnesota - Insurance
Kaplan Financial Education
Minneapolis, MN05-2021
Real Estate Sales License - Real Estate
Kaplan Financial Education
Bloomington03-2009
Real Estate Appraiser Certificate - Real Estate
Kaplan
St. Paul, MN07-2002
Skills
- Client relations
- Client retention
- Client account management
- Operations management
- Customer service
- Insurance and HR regulatory compliance
- Policy adjustment
- Marketing strategies
Certification
- Licensed Life & Health Insurance Agent
- Medicare AHIP 2025 Certified
Affiliations
- LAHRA - Lakes Area Human Resource Association
- MNSHRM
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Supervised team of 3 staff members.
- Used Microsoft Excel to develop open enrollment progress spreadsheets.
- Achieved excellent client and client employee support through effectively helping with filing ancillary claims.
- Documented and resolved client/carrier billing conflicts which led to reimbursement to client and/or their employee.
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Work-life balanceCompany CulturePersonal development programsSoftware
G-Suite
I-Phone
Languages
English
Full Professional
Interests
Flora and Fauna
Photography
Reading
Baking
Websites
Timeline
Group Medical Insurance Agent and COO
Trinity Business Partners
10.2020 - Current
Paraprofessional
Pequot Lakes Middle School
09.2019 - 10.2020
Employee Scheduler
Oakridge Homes & Woodview Residential Services
04.2018 - 08.2019
Administrative Assistant
Oakridge Homes & Woodview Residential Services
10.2013 - 04.2018
Escrow Assistant
Complete Title Services / First American Title
07.2012 - 05.2013
Office Coordinator
Lake Country Properties
03.2008 - 07.2012
Life & Health Insurance Agent of Minnesota - Insurance
Kaplan Financial Education
Real Estate Sales License - Real Estate
Kaplan Financial Education
Real Estate Appraiser Certificate - Real Estate
Kaplan
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