Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Destiny Morris

Ossining,NY

Summary

Results-driven Executive Assistant Manager with expertise in streamlining processes and enhancing organizational efficiency. Proven ability to train teams, ensure timely task completion, and improve customer service outcomes.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Executive Assistant Manager

Barnum Financial Group
Elmsford, New York
11.2018 - 01.2025
  • Researched industry trends and best practices to recommend changes that would improve efficiency and effectiveness of processes.
  • Scheduled appointments for executives with customers, colleagues, partners and other stakeholders.
  • Ensured timely completion of tasks assigned by executive staff members while maintaining quality standards.
  • Monitored emails, voicemails and incoming mail on behalf of executive staff members.
  • Entered customer information and updates in database system to track leads, interactions, relationships and propel sales opportunities.
  • Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
  • Created and implemented administrative processes and procedures to prioritize job tasks and establish personnel responsibilities.
  • Streamlined office processes and procedures to boost profits and productivity and facilitate continuous improvements.
  • Trained employees on best practices and protocols while managing teams to maintain optimal productivity.

Insurance Account Representative

State Farm
Sleepy Hollow, NY
05.2017 - 11.2018
  • Processed applications for new and renewal policies, endorsements, and cancellations.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Advised customers on how best they can utilize their available benefits effectively.
  • Assisted customers with various insurance policy inquiries and requests.
  • Responded promptly to customer emails and phone calls relating to their policies.

Medical Administrative Assistant

Westchester Medical Center
Valhalla, New York
06.2012 - 04.2017
  • Greeted patients, verified insurance coverage and collected copayments.
  • Prepared patient charts for upcoming appointments, including collecting patient history forms and other relevant documents.
  • Assisted with scheduling diagnostic tests such as X-rays, MRIs, and CT scans when requested by physicians or nurse practitioners.
  • Answered phones, scheduled appointments, and provided general information to callers.
  • Reached out to patients day before scheduled appointments to confirm times and instructions.
  • Answered telephones and directed calls to appropriate medical or administrative staff.

Education

Bachelor of Science - Criminal Justice

Mercy College
Dobbs Ferry, NY
05-2015

Skills

  • Calendar management
  • Project coordination
  • Process improvement
  • Data entry
  • Executive communication
  • Client relations

Certification

Property and Casualty Insurance License

-Department of Financial Services, NY | License: 1466454

Life & Health Insurance License

-Department of Financial Services, NY | License: 1466454

Timeline

Executive Assistant Manager

Barnum Financial Group
11.2018 - 01.2025

Insurance Account Representative

State Farm
05.2017 - 11.2018

Medical Administrative Assistant

Westchester Medical Center
06.2012 - 04.2017

Bachelor of Science - Criminal Justice

Mercy College

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