Candice J. Shields
Tampa,FL
Summary
As a seasoned professional with extensive experience in client relationship management, I have consistently demonstrated a strong ability to build and maintain positive relationships with clients. With a proven track record of exceeding client expectations and delivering exceptional service, I am skilled in understanding client needs, addressing concerns, and fostering long-lasting partnerships. I am passionate about providing top-notch customer service and am committed to ensuring client satisfaction at all times. My expertise in client relationships makes me a valuable asset to any organization looking to strengthen their client base.
Overview
7
7
years of professional experience
Work History
Office Manager and Executive Assistant
BKH Holdings, Inc DBA Amity Benefits
10.2021 - Current
- Actively managing key vendor and partner relationships, ensuring clear commutation and effective resolution, resulting in enhanced partnership efficiency
- Currently overseeing the management of the CRM pipeline, ensuring accurate tracking of customer interactions and updating sales progress leading to improved sales efficiency and customer satisfaction
- Lead weekly team meetings, fostering open communication, collaboration, and ensuring alignment with project goals, thereby enhancing team productivity and cohesion
- Overseeing the intricate scheduling of c-suite level calendars, ensuring all meetings and appointments are arranged effectively
- Managing expense reports accurately and coordinating travel plans to fit executives' preferences and schedules, thus promoting efficient and orderly operations
- Responsible for generating detailed ROI reports to provide in-depth insight into the effectiveness of our internal strategies, thereby facilitating informed decision making for future planning and improvements
- Client eligibility reporting, processing, and presentation to leadership, HR, and Payroll: Processing and reporting client eligibility in real-time to ensure accurate and timely benefits disbursement, while maintaining compliance with regulatory guidelines
- Responsible for presenting comprehensive reports to the client's HR team about various project statuses, leading to immediate adjustments and subsequently enhancing project results
- Manage client relationships by consistency providing excellent service, addressing their needs promptly, and maintaining open and effective communication channels, thereby fostering client satisfaction and loyalty
- Responsible for addressing member issues, rectifying billing discrepancies, and responding to general inquiries in a timely manner, resulting in increased member satisfaction
- Educate clients and their employees about the various benefits available to them, providing clear explanation and addressing any questions or concerns, thereby enhancing their understanding and utilization of specific benefits
- Liaison between insured members of small-large FL based clientele and account manager at nationwide medical and ancillary carriers
- Proactively ensuring the office runs smoothly by effectively managing office supplies and materials and maintaining an efficient and organized workspace
Warranty Claims Administrator
Liebherr USA
10.2020 - 10.2021
- Ensured accurate assignment of incoming claims to the appropriate team member, while verifying the completeness of all associated documentation
- Served as the primary point of contact for external vendors seeking information on the current status of claims
- Acted as a key liaison between diverse stakeholder groups to facilitate effective communication and collaboration throughout joint projects
- Conducted quality control procedures to ensure compliance with warranty claim processes
- Proactively investigated high-value claims, taking necessary actions for efficient resolution
- Employed various technological tools to accurately record and present large volumes of data in a streamlined format for leadership
- Implemented process improvements using diverse technological tools
- Conducted quality reviews of outgoing correspondence to customers
Substitute Teacher
Kelly Services
04.2019 - 02.2020
- Integrated smoothly into the classroom, contributing to the establishment of a stable learning environment
- Cultivated an inclusive and secure space that encouraged active participation in discussions for middle and high school students
- Submitted a daily report that precisely documented any observed behavioral issues
Administrative Support Concierge (Executive Assistant)
PricewaterhouseCoopers, LLP
05.2017 - 02.2019
- Delivered outstanding support to seven partners
- Proactively managed the reconciliation of expense accounts for partners and managing directors
- Efficiently reconciled diverse data, facilitating timely decision-making by leadership
- Implemented process improvements through various technological tools, such as Google Suite
- Prepared invoices and aided engagement teams in handling overdue invoices
- Supported the project manager by monitoring the progress of various tests and offering feedback
- Formulated and distributed internal communications to staff at various levels within the firm
- Reconciled client financial statements to ensure adherence to firm policies and escalated any discrepancies
- Contacted and collected outstanding payments from clients
- Conducted initial quality reviews of documents bound for clients
Education
Bachelor of Science - Sport Management
The University of Tampa
Tampa, FL05.2015
Skills
Customer Service
Office Management
Organizational Skills
Office Administration
Data Entry
Salesforce
ADP
Workday
SharePoint
Google Suite
Microsoft Suite
EBMS
Timeline
Office Manager and Executive Assistant
BKH Holdings, Inc DBA Amity Benefits
10.2021 - Current
Warranty Claims Administrator
Liebherr USA
10.2020 - 10.2021
Substitute Teacher
Kelly Services
04.2019 - 02.2020
Administrative Support Concierge (Executive Assistant)
PricewaterhouseCoopers, LLP
05.2017 - 02.2019
Bachelor of Science - Sport Management
The University of Tampa
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