Cherry Hill
Kearney,NE
Summary
Experienced administrative and operations professional with a strong background in clerical support, scheduling, inventory management, and team coordination. Known for accuracy, professionalism, and dependability. Seeking to contribute strong organizational and interpersonal skills to the Department of Special Education as an Office Associate.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Marketing & Events Coordinator
The Archway
Kearney, NE
09.2024 - Current
- Coordinate scheduling of tours, business meetings, weddings, and educational events
- Maintain and organize supply inventory; place orders for alcohol, linens, office materials, and printed materials
- Prepare event logistics, including booking vendors and managing setup/teardown
- Answer and route phone calls; provide front-line communication with public and partner organizations
- Assist with planning and promotion of workshops and large-scale public events
- Maintain accurate records for events, supplies, and facility use
Operations Manager / Executive Assistant
Stonebridge Insurance & Wealth Management
Kearney, NE
10.2022 - 05.2024
- Entered and submitted documentation for compliance and internal systems
- Processed expense reimbursements and worked with CPA on payroll and timekeeping issues
- Prepared documents for advisor/client meetings
- Monitored and restocked office supplies for multiple offices
- Scheduled and led staff meetings
- Managed calendars and appointments
- Coordinated onboarding for new staff and maintained HR-related documents
- Maintained confidentiality and secure storage of sensitive employee and financial records
- Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
- Handled financial transactions and disbursements
- Created training materials using Tango and coached staff on database and software use
- Managed staffing needs through recruitment, selection, onboarding and training, disciplinary action as necessary.
- Carried forward several responsibilities from prior Insurance Agent role (see below)
Licensed Insurance Agent
Stonebridge Insurance & Wealth Management
Kearney, NE
10.2016 - 01.2023
- Managed client data, processed policy changes, and maintained precise transaction documentation
- Reconciled financial records and sweep accounts for the Property & Casualty division
- Calculated quotes and educated potential clients on insurance options & process policy changes
- Document records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
- Process payments for clients (in person or via telephone)
- Organize and Attend monthly Seminars - including preparation, registration, and appointment scheduling
- Write monthly company newsletter using Constant Contact
- Answer phones/transfer calls/schedule appointments
- Update all databases with client information
- Scan & Index files
- Keep track of office supplies and assist office manager in re-ordering
- Monthly sweep account reconciliation
- Plan & Host/Attend Client events from beginning to end (Wine Tasting, Breakfasts, Baseball Game Outing, etc)
Customer Service Representative
Morris Press – SchoolMate Division
Kearney, NE
02.2015 - 10.2016
- Managed data entry for school orders; ensured accuracy in quotes and order processing
- Trained new hires in company systems and procedures
- Maintained documentation and handled incoming service calls
- Assisted in editing and formatting of children’s books and school publications
Education
Bachelor of Arts - Education
University of Nebraska Kearney
Kearney, NESkills
- Clerical & Administrative Support
- Microsoft Office (Word, Excel, Outlook)
- Calendar & Appointment Management
- Filing & Document Control
- Time management
- Attention to detail
- Multitasking and organization
- Data Entry & Inventory Management
- Workshop & Event Preparation
- Strong Written and Oral Communication
- Dependable & Organized
- Customer Service & Interpersonal Skills
Certification
Notary Public
- Commission Expires 07/31/28
Insurance Producer
- License, Property, Casualty, Life, Accident, Health, and Sickness
- Producer # 18385189
- Expires 04/30/26
State Substitute Teaching Permit
- Certificate #20240015145
- Expires 08/31/29
Affiliations
BNI (Business Networking International)
- Charter Member of B2B Lunch Bunch, Kearney NE
Timeline
Marketing & Events Coordinator
The Archway
09.2024 - Current
Operations Manager / Executive Assistant
Stonebridge Insurance & Wealth Management
10.2022 - 05.2024
Licensed Insurance Agent
Stonebridge Insurance & Wealth Management
10.2016 - 01.2023
Customer Service Representative
Morris Press – SchoolMate Division
02.2015 - 10.2016
Bachelor of Arts - Education
University of Nebraska Kearney
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