Clare Gallagher
Newark
Summary
Dynamic office manager with a proven track record at Ameriprise Financial, excelling in customer service and organizational skills. Enhanced operational efficiency through workflow automation and improved client retention by delivering exceptional service. Adept at managing sensitive information and fostering strong client relationships, ensuring compliance and confidentiality in all interactions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Office Manager
Ameriprise Financial
02.2023 - Current
- Oversee daily office operations for a financial advisory practice, ensuring seamless workflow and client service excellence.
- Manage administrative tasks and provide training and understanding of new products.
- Coordinate client meetings, prepare financial reports and presentations, and maintain accurate client records in compliance with Ameriprise and FINRA standards.
- Serve as primary liaison between the advisor team, clients, and corporate departments to ensure timely resolution of service issues.
- Implement operational procedures to improve efficiency and support business growth, including CRM management and workflow automation.
- Monitor office expenses, process invoices, and assist with budget planning and compliance audits.
- Maintain strict confidentiality with sensitive client information and uphold Ameriprise’s high ethical and professional standards.
Property Manager
Rodrick Rentals
07.2017 - Current
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
- Completed final move-out walk-throughs with tenants to identify required repairs.
- Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
- Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
- Enhanced tenant satisfaction by promptly addressing concerns and resolving issues in a timely manner.
Personal Lines Office Manager
Insure One
01.2019 - 02.2023
- 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.
Personal Lines Account Manager
Mgm Insurance
09.2016 - 02.2018
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
Education
Associate Of Business Administration -
Monroe Community College
Rochester, NY12.2016
Skills
- Customer service
- Office management
- Organizational skills
- Office administration
- Clear oral/written communication
- Customer relations
Certification
NYS Property and casualty insurance license
Languages
English
Native or Bilingual
Timeline
Office Manager
Ameriprise Financial
02.2023 - Current
Personal Lines Office Manager
Insure One
01.2019 - 02.2023
Property Manager
Rodrick Rentals
07.2017 - Current
Personal Lines Account Manager
Mgm Insurance
09.2016 - 02.2018
Associate Of Business Administration -
Monroe Community College
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