Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic

Brianna Helms

Highland,CA

Summary

Excellent interpersonal skills and supervisory support roles while maintain rapport with high end clients. I have strong commucation abilities to manage office functions and direct administrative personnel to meet needs in a fast- paced environment.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Office Manager

Encino Dermatology and Laser
Los Angeles, CA
05.2022 - 09.2024
  • Managed daily operations, coordinated with healthcare providers, and developed treatment projects
  • Facilitated healthcare coverage applications.
  • Handled accounting, payroll, follow-ups, and scheduling tasks efficiently
  • Oversaw telephone calls, inquiries, and prioritized complex situations
  • Managed daily balancing activities including verifying deposits, preparing currency transaction reports, reconciling shift reports, and preparing bank deposits.
  • Assisted customers with questions about procedures, services, pricing, availability, payment methods.
  • Monitored the accuracy and completeness of transactions to ensure compliance with company policies and procedures.

Owner/Esthetician

Bare Skin Esthetics
01.2020 - Current
  • Owned and managed business operations, including product, inventory, and financial management
  • Conducted skin evaluations and assessed medical history for personalized treatments
  • Developed and executed social media content strategy to engage customers and drive sales
  • Stayed current on industry trends and advancements in skincare technologies

Home Mortgage & Finance Customer Service

Wells Fargo
01.2013 - 02.2019
  • Maintained records of customer accounts including transactions and balances.
  • Ensured team compliance with bank guidelines and protocols
  • Achieved and exceeded monthly financial goals.
  • Recognized by management for providing exceptional customer service.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Informed customers about new products or services available through the bank.
  • Cross-sold bank products such as credit cards, loans, and insurance policies.
  • Explained banking procedures and regulations to customers accurately.

Licensed Insurance Agent

DTLA insurance solutions
Los Angeles, CA
01.2016 - 02.2019
  • Identified prospective clients through leads and referrals
  • Coordinated and managed client meetings.
  • Advised on insurance coverage and conducted periodic policy reviews
  • Prepared insurance proposals and completed requirements for underwriters
  • Worked with colleagues to heighten customer satisfaction levels.
  • Identified opportunities for cross-selling additional policies or services to existing customers.

Education

High School Diploma -

Redlands East Valley
Redlands
01-2009

Skills

  • Creativity
  • Leadership
  • Organization
  • Teamwork
  • Customer service
  • Communication skills
  • Compliance coordinator
  • Problem Resolution
  • Sales goals achievement

References

References available upon request.

Certification

  • Esthetician License
  • Health and Life License

Timeline

Office Manager

Encino Dermatology and Laser
05.2022 - 09.2024

Owner/Esthetician

Bare Skin Esthetics
01.2020 - Current

Licensed Insurance Agent

DTLA insurance solutions
01.2016 - 02.2019

Home Mortgage & Finance Customer Service

Wells Fargo
01.2013 - 02.2019

High School Diploma -

Redlands East Valley

Similar Profiles

CREATE PROFILE
Brianna Helms