Cathie Uustal Tedesco
Fort Lauderdale,FL
Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence. Strong Insurance background and understands how to provide legal support.
Overview
29
29
years of professional experience
Work History
Office Manager/Tax Preparer/Legal Assistant
Uustal & Tedesco
01.2015 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Created, maintained and updated filing systems for paper and electronic documents.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
Property and Casualty Insurance Agent
Smith Watson Parker Insurance/Hub International
05.1995 - 10.2014
- Attended industry conferences and workshops to stay current with emerging trends in property and casualty insurance markets.
- Collaborated with agency partners to coordinate risk management strategies and provide comprehensive solutions for clients'' unique needs.
- Continually expanded knowledge of industry trends and regulatory changes to provide accurate information to clients.
- Assisted clients in navigating the claims process, guiding them through each step and addressing their concerns along the way.
- Conducted comprehensive risk assessments for prospective clients, identifying specific needs and recommending appropriate coverage solutions.
- Increased new business acquisition by actively prospecting for potential clients through phone calls, emails, and networking events.
- Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
- Maintained high client retention rates with regular follow-ups, personalized attention, and prompt resolution of issues.
Education
BBA - Finance And Marketing
University of Miami
Skills
- Customer Service
- Office Management
- Organizational Skills
- Office Administration
- Licensed Insurance Agent
- Professionalism and Ethics
- Document Preparation
- Income Tax Preparation
- Scheduling/Planning
- Excellent multi-tasking ability
- Calendar Management
- Deep understanding of Insurance
Timeline
Office Manager/Tax Preparer/Legal Assistant
Uustal & Tedesco
01.2015 - Current
Property and Casualty Insurance Agent
Smith Watson Parker Insurance/Hub International
05.1995 - 10.2014
BBA - Finance And Marketing
University of Miami
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