Cassandra McGuire
Arlington
Summary
Business professional prepared to drive office efficiency and productivity. Extensive experience in overseeing daily operations and improving office workflows. Known for strong team collaboration and adaptability to changing needs. Proficient in managing office systems and facilitating communication.
Dedicated and professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
18
18
years of professional experience
Work History
Independent Health/Life Insurance Agent
Independent Agent
01.2024 - Current
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Executive Director/Business Office Manager
Oak Ridge Alzheimer Facility
02.2023 - 12.2023
- Managed a diverse team of professionals, fostering a collaborative work environment for increased productivity.
- Built and maintained strong company teams by hiring and training qualified staff to create positive and productive work environments.
- Developed and implemented organizational strategies to achieve set goals and objectives and secured long-term success.
- Maintain and develop supportive relationships with clients, families, health care services and hospice.
Account Manager
Arbrook Plaza - Certified Trainer HCSG
07.2019 - 12.2022
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
Account Manager
Summit Food Service
05.2013 - 07.2019
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Streamlined internal processes for better efficiency in account management tasks.
- Improved overall team productivity by implementing best practices in organization and time management.
Assistant Administrator
ResCare Home Care
10.2006 - 05.2013
- Managed purchasing, stocking and organizing inventory.
- Managed daily schedules and appointments for senior staff, ensuring timely attendance and optimal productivity.
- Assisted with employee onboarding process, providing new hires with necessary resources for success in their roles.
- Handled sensitive information discreetly, maintaining confidentiality of personal data and proprietary business documents.
- Assisted in the development and implementation of new policies and procedures, ensuring compliance with industry best practices and established regulatory standards.
- Maintained digital databases, physical files and area logs.
Education
LICENSE - Life And Health Insurance
XCEL
Arlington, TX01-2024
Skills
- Skills include but not limited to:
- Client/Staff onboarding, Regulatory compliance, Team building, Financial planning, Client relationship management, Customer service, Accounts receivable, Accounts payable, Proficient in ADP, Exceptionally organized, Record keeping, Payroll documentation, Microsoft applications, E-mail and telephone communication, Dependable and adaptable
Timeline
Independent Health/Life Insurance Agent
Independent Agent
01.2024 - Current
Executive Director/Business Office Manager
Oak Ridge Alzheimer Facility
02.2023 - 12.2023
Account Manager
Arbrook Plaza - Certified Trainer HCSG
07.2019 - 12.2022
Account Manager
Summit Food Service
05.2013 - 07.2019
Assistant Administrator
ResCare Home Care
10.2006 - 05.2013
LICENSE - Life And Health Insurance
XCEL
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