Summary
Overview
Work History
Education
Skills
Timeline
Generic

Colleen Daubs

Foley,Alabama

Summary

Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

30
30
years of professional experience

Work History

Administrative Assistant

FXR Consulting, Inc.
01.2022 - Current
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Responded to inquiries from callers seeking information.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Supported the owner through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Optimized calendar management for the owner by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.

Licensed CNA Home Healthcare

Self-Employed
12.2000 - 11.2017
  • Provided personalized care to patients, enhancing their quality of life and ensuring comfort at home.
  • Assisted patients with mobility, promoting physical activity and preventing falls or injuries.
  • Monitored patient health by recording vital signs regularly and reporting any changes to the healthcare team.
  • Educated patients and families on health management, fostering understanding and engagement in care plans.
  • Documented patient progress and care activities accurately in daily logs for continuity of care.
  • Completed comprehensive training in dementia care practices, applying knowledge to improve outcomes for affected individuals.

Licensed Insurance Agent/Office Manager

Hansen-LaFever & Assoc. Insurance
01.1996 - 03.1999
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
  • Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
  • Utilized CRM software to manage client relationships.

Education

No Degree - Accounting & Business Management

McHenry County College
Crystal Lake, IL

CNA License - CNA & Home Healthcare

McHenry County College
Crystal Lake, IL
05-2006

Illinois Insurance License - Property & Casualty Insurance

McHenry County College
Crystal Lake, IL
05-1997

Skills

  • Microsoft 365
  • Google Suite
  • Office administration/management
  • Customer and client relationships
  • Database entry
  • Scheduling and calendar management
  • Multi-line phone systems
  • CRM software usage
  • Insurance sales
  • Marketing

Timeline

Administrative Assistant

FXR Consulting, Inc.
01.2022 - Current

Licensed CNA Home Healthcare

Self-Employed
12.2000 - 11.2017

Licensed Insurance Agent/Office Manager

Hansen-LaFever & Assoc. Insurance
01.1996 - 03.1999

No Degree - Accounting & Business Management

McHenry County College

CNA License - CNA & Home Healthcare

McHenry County College

Illinois Insurance License - Property & Casualty Insurance

McHenry County College