Chantal Breault
Rosamond,CA
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.
Overview
18
18
years of professional experience
Work History
Life Services Administrator
Mahoney & Associates
2018.10 - 2022.07
- Assisted agents with insurance and financial product applications, including data entry, documentation, and record keeping.
- Worked with underwriting and clients to ensure timely processing of applications and to address any concerns or issues.
- Managed insurance billing and invoicing, including reconciling discrepancies and ensuring accuracy.
- Created graphs and tables for client presentations to help them understand insurance products and policies.
- Organized insurance medical exams and liaised with medical professionals to ensure accuracy and completeness of exam reports.
- Conducted quality control checks on new insurance policies before sending them to clients to ensure accuracy and completeness.
- Processed death claims, including simple and complex ones involving trusts, and liaised with clients, beneficiaries, and legal professionals to ensure timely and accurate resolution.
- Maintained compliance records in accordance with company and federal regulations, including but not limited to FINRA 3010 laws.
Senior Personal Banker
Citizens Bank
2016.11 - 2018.10
- Cultivated and sustained relationships with individual and business clients, providing efficient solutions to their financial needs.
- Recommended customized strategies to help clients achieve their financial goals, including cash management, real estate management, insurance coverage, and investment planning.
- Assisted clients in gathering and organizing necessary financial information, such as bank account records, income tax returns, life and disability insurance records, pension plans, and wills.
- Conducted large wire and in-building transactions, including managing the branch's cash supply and maintaining the vault.
- Managed the process of opening accounts, loan applications, and providing merchant and investment services by obtaining and processing required information.
- Supported daily operations through clerical tasks such as typing, filing, and organizing paperwork.
Assistant Manager
RadioShack
2014.07 - 2016.11
- Provided exceptional customer service by greeting, assisting, and addressing customer inquiries and complaints.
- Coordinated and directed activities related to sales, service accounting, recordkeeping, receiving, and shipping operations, ensuring compliance with established policies and procedures.
- Forecasted consumer demand and determined the types and quantities of goods to be sold, maximizing revenue and minimizing waste.
- Supervised and trained employees engaged in sales, inventory management, cash reconciliation, and customer service, ensuring excellent performance and adherence to company standards.
- Planned and executed advertising campaigns, sales promotions, and merchandise displays to attract customers and increase sales, while also preparing advertising copy to be used in various media.
- Monitored sales activities and customer feedback, ensuring a high level of customer satisfaction and the provision of quality goods and services.
Central Administrations Assistant
Jay Peak Resort
2008.12 - 2009.06
- Coordinated and directed activities related to the production, pricing, sales, or distribution of products, ensuring optimal efficiency and effectiveness while working remotely.
- Managed incoming phone calls, directing them to the appropriate parties or taking messages when necessary.
- Greeted visitors and assessed their need for access to specific individuals, utilizing virtual communication tools and techniques.
- Performed general office duties such as ordering supplies, maintaining records management database systems, and conducting basic bookkeeping work from a remote location.
- Handled incoming correspondence, including faxes and email, in a timely and organized manner.
- Managed payroll information remotely, ensuring accuracy and compliance with established policies and procedures.
- Established and maintained administrative policies and procedures for offices or organizations, ensuring compliance with relevant regulations and best practices while working from home.
Inbound Customer Service Representative
CRMI
2007.09 - 2008.12
- Provided excellent customer service by communicating with customers via telephone or virtual communication tools, providing information about products or services, processing orders, and addressing any concerns or complaints.
- Maintained detailed records of customer interactions or transactions, recording inquiries, complaints, or comments, as well as actions taken to resolve issues.
- Conducted follow-up checks to ensure that appropriate changes were made to resolve customers' problems and ensure customer satisfaction.
- Escalated unresolved customer grievances to designated departments for further investigation, ensuring prompt resolution and customer satisfaction.
- Demonstrated expertise in merchandise by describing products, explaining their use, operation, and care to customers, utilizing virtual tools and techniques.
- Utilized knowledge of products and services to recommend, select, and locate merchandise based on customer needs and preferences, ensuring excellent customer service and satisfaction while working from a remote location.
Assistant Manager
Nambucca Plaza News Agency
2005.01 - 2007.08
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
High School Diploma -
New Jersey High School
New Jersey06.1999
Skills
- Policy and Procedure Adherence
- Data Entry
- Professional Correspondence
- Account Management
- Customer Service Excellence
- Conflict Resolution Techniques
- Issue Resolution
- Microsoft Office
- HIPAA Guidelines
- Administrative Management
- Filing Records
- Compliance Requirements
- Organization and Recordkeeping
Timeline
Life Services Administrator
Mahoney & Associates
2018.10 - 2022.07
Senior Personal Banker
Citizens Bank
2016.11 - 2018.10
Assistant Manager
RadioShack
2014.07 - 2016.11
Central Administrations Assistant
Jay Peak Resort
2008.12 - 2009.06
Inbound Customer Service Representative
CRMI
2007.09 - 2008.12
Assistant Manager
Nambucca Plaza News Agency
2005.01 - 2007.08
High School Diploma -
New Jersey High School
Similar Profiles
Miles PortocarreroMiles Portocarrero
Production Manager at Mahoney Associates LLC.Production Manager at Mahoney Associates LLC.
Breah JacobsBreah Jacobs
Personal Assistant at Mahoney & MahoneyPersonal Assistant at Mahoney & Mahoney
Elizabeth RyanElizabeth Ryan
Paralegal at Sol Mahoney Law Firm, LLCParalegal at Sol Mahoney Law Firm, LLC