Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cathia Marrero

Summary

Accomplished Office Manager with a proven track record at Terry McCall Insurance Agency, excelling in customer relations and office administration. Demonstrated ability to enhance team productivity and morale through effective leadership and organizational skills. Skilled in implementing policies that improve operational efficiency, with a strong focus on achieving company objectives and maintaining high levels of client satisfaction.

Overview

15
15
years of professional experience

Work History

Office Manager

Mark Wilkinson Insurance Agency
08.2019 - Current
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
  • Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
  • Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
  • Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
  • Improved team morale and cohesion with regular team-building activities and open communication channels.
  • Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
  • Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
  • Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
  • Implemented comprehensive training program for new hires, improving their integration into team and productivity.
  • Optimized office space utilization, leading to more efficient and productive work environment.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Established team priorities, maintained schedules and monitored performance.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Leveraged data and analytics to make informed decisions and drive business improvements.

Office Manager

Terry McCall Insurance Agency
08.2017 - 08.2019

Directed team's daily operations efficiently.

Facilitated team gatherings.

Implemented director's requests efficiently.

Managed office supplies inventory.

Oversaw contractual agreements.

Ensured timely renewal of licenses for staff.

Addressed and rectified client concerns efficiently.

Ensured a high standard of professionalism in the environment.

Boosted team morale consistently.

Ensured adherence to and surpassing of ethical standards.

Ensured seamless sales and service operations despite staffing shortages.

Maintained accurate and current records.

Handled worker grievances efficiently and courteously.

Assistant Manager

Terry McCall Insurance Agency
01.2015 - 08.2017
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
  • Generated repeat business through exceptional customer service.
  • Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
  • Collaborated with the management team to develop strategic plans for business growth and improvement.
  • Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
  • Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
  • Improved customer satisfaction by resolving complaints and inquiries promptly.
  • Coached new employees, ensuring smooth onboarding process and quicker adaptation to their roles.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.

Account Representative

Terry McCall Insurance Agency
08.2012 - 01.2015
  • Contacted customers to assess satisfaction and current needs.
  • Assisted clients in navigating complex financial and legal processes to reduce risks.
  • Kept detailed records of customer interactions for optimal traceability.
  • Managed a portfolio of multiple accounts, ensuring timely delivery of products and services while maintaining strong relationships with clients.
  • Analyzed accounts for delinquencies and other ongoing issues.
  • Identified possible at-risk accounts enabling preemptive intervention measures before any loss or dissatisfaction occurred.
  • Developed presentations showcasing product offerings tailored specifically to individual client needs, driving interest in our services furthering the closing process effectively.
  • Resolved client disputes professionally, contributing to enhanced brand reputation and client trust.
  • Retained high-value clients by providing exceptional support and personalized service.
  • Implemented strategies for upselling and cross-selling products, resulting in increased revenue from existing customers.
  • Supported customer satisfaction through regular follow-up and communication.
  • Processed client payments and updated accounts.
  • Enhanced client satisfaction by effectively managing and resolving account inquiries.
  • Fostered long-term business relationships, ensuring robust and loyal client base through regular follow-ups.
  • Optimized account portfolios by regularly assessing client needs against service offerings, ensuring maximum value for both parties.
  • Implemented new CRM software to streamline client communication and data management, improving overall efficiency.
  • Strengthened company reputation with exceptional service, handling client concerns with professionalism and patience.
  • Conducted thorough needs assessments for clients to align our services with their goals, resulting in higher client satisfaction.
  • Monitored industry trends to advise clients on potential impacts to their accounts, ensuring they were always one step ahead.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Presented professional image consistent with company's brand values.
  • Built relationships with customers and community to promote long term business growth.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
  • Monitored service after sale and implemented quick and effective problem resolutions.
  • Stayed current on company offerings and industry trends.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Contributed to team objectives in fast-paced environment.
  • Recorded accurate and efficient records in customer database.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Met existing customers to review current services and expand sales opportunities.
  • Maintained current knowledge of evolving changes in marketplace.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.

Customer Service Representative

Terry McCall Insurance Agency
08.2009 - 08.2012
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Contributed to sales growth by upselling products and services based on individual customer requirements.
  • Exceeded performance metrics consistently, earning recognition as a top performer within the team.
  • Fostered positive customer service culture within team which led to higher customer satisfaction rates.
  • Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
  • Participated in training programs to enhance product knowledge and customer service skills.
  • Negotiated solutions with dissatisfied customers, turning potential negative reviews into positive testimonials.
  • Improved resolution time with effective problem-solving for customer complaints.
  • Addressed customer inquiries to ensure satisfaction and foster positive service experience.
  • Enhanced customer loyalty by offering personalized solutions tailored to individual needs.
  • Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
  • Maintained detailed records of customer interactions, contributing to comprehensive database for future reference.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Delivered prompt service to prioritize customer needs.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Maintained up-to-date knowledge of product and service changes.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Responded proactively and positively to rapid change.
  • Promptly responded to inquiries and requests from prospective customers.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Sought ways to improve processes and services provided.
  • Enhanced productivity levels by anticipating needs and delivering outstanding support.
  • Cross-trained and provided backup support for organizational leadership.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
  • Identified and resolved discrepancies and errors in customer accounts.

Education

Medical Assistant

Ultrasound Diagnostic School
06.2004

Coconut Creek High School
06.2001

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Customer relations
  • Clear oral/written communication
  • Billing
  • Scheduling and calendar management
  • Administrative support
  • Bookkeeping
  • Document management
  • Clerical support
  • Account reconciliation
  • Relationship building
  • Mail handling
  • Scheduling
  • Scheduling coordination
  • Inventory control
  • Staff management
  • Employee supervision
  • Operations management
  • Human resources
  • Conflict management
  • Supply management
  • Employee training
  • Training and coaching
  • Documentation and control
  • Policy implementation
  • Workflow optimization
  • Team supervision
  • Staff training
  • Event coordination
  • Meeting planning
  • Facility management
  • Team bonding
  • Policy and procedure modification
  • Compliance monitoring
  • Project management
  • Information protection
  • Workforce management
  • Performance improvement
  • Regulatory compliance
  • Computer skills
  • Scheduling and coordinating
  • MS office
  • Decision-making
  • Customer relationship management
  • Problem resolution
  • Teamwork and collaboration
  • Good judgment
  • Documentation and reporting
  • Professional and courteous
  • Team leadership
  • Managing operations and efficiency
  • Administration and reporting
  • Schedule management
  • Task delegation
  • Onboarding and orientation
  • Negotiation and conflict resolution
  • Team development
  • Training and development

Timeline

Office Manager

Mark Wilkinson Insurance Agency
08.2019 - Current

Office Manager

Terry McCall Insurance Agency
08.2017 - 08.2019

Assistant Manager

Terry McCall Insurance Agency
01.2015 - 08.2017

Account Representative

Terry McCall Insurance Agency
08.2012 - 01.2015

Customer Service Representative

Terry McCall Insurance Agency
08.2009 - 08.2012

Medical Assistant

Ultrasound Diagnostic School

Coconut Creek High School
Cathia Marrero