Elana Parks
Hilton,NY
Summary
Experienced professional with a focus on client management and administrative coordination in the insurance industry. Skilled in managing schedules, preparing documentation, and ensuring accurate record-keeping while supporting leadership. Known for discretion in handling sensitive information and consistently achieving deadlines in dynamic environments. Looking to utilize strong organizational and communication skills in an executive support role.
Overview
12
12
years of professional experience
Work History
Senior Sales Agent
Companion Insurance Agency
01.2021 - Current
- Utilize consultative sales techniques to prospect and initiate new business sales.
- Assist in the processing of new business, including contacting customers to finalize sales and service transactions.
- Identify cross selling opportunities for the lead sales representative.
- Contribute to and execute a marketing plan with the lead sales representative.
- Identifies mass marketing prospects through existing book of business and community prospecting opportunities.
- Meet monthly goals for new business sales.
- Complete follow-ups on new policies in order to keep retention levels high and capitalize cross-selling opportunities.
- Coordinate activities with other departments to ensure quality customer service.
- Act as initial contact in addressing customer concerns regarding establishment of policies and new account status.
Owner/Screen printer
Blue Mountain Ink
01.2019 - 01.2021
- Direct and coordinate business sales, production, pricing and distribution of products.
- Design and produce clothing.
- Website design and management along with all social media accounts.
- Manage inventory.
- Maintain all records of sales, purchasing and expenses.
- Advertising.
Office Manager
Chiropractic Orthopedics and Rehabilitation
01.2015 - 01.2019
- Greet patients, ascertain the purpose of the visit and direct patients to appropriate staff.
- Answer telephones and direct calls to appropriate staff.
- Schedule and confirm patient appointments.
- Interview patients to complete documents, case histories or forms such as intake or insurance forms.
- Maintain medical charts, reports, or correspondence files.
- Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies and retail.
- Write, design, edit and maintain website and social media accounts for the office.
- Hiring new office staff.
- Responsible for payment, scheduling, and medical records for all Independent medical exams.
Education
Monroe Community College
01-2015
Skills
- Microsoft Office Suite
- CRM systems
- Document management
- Typing speed (50 wpm)
Administrative & Executive Support
- Calendar & Meeting Coordination
- Agenda Preparation & Meeting Minutes
- Executive-Level Communication
- Document & Records Management
Client & Communication Skills
- Client Relationship Management
- Professional Written & Verbal Communication
- Confidential Information Handling
- Customer Service & Issue Resolution
Timeline
Senior Sales Agent
Companion Insurance Agency
01.2021 - Current
Owner/Screen printer
Blue Mountain Ink
01.2019 - 01.2021
Office Manager
Chiropractic Orthopedics and Rehabilitation
01.2015 - 01.2019
Monroe Community College