Elizabeth Fisher
Administrative Assistant
Port Charlotte ,FL
Work Preference
Summary
Detail-oriented professional with extensive experience in client servicing and operational management. Skilled in coordinating client communications and managing compliance, ensuring a seamless client experience. Committed to driving client satisfaction and loyalty through exceptional service delivery.
Overview
28
28
years of professional experience
1
1
Certificate
Work History
Relationship Manager
Howell Wealth Advisors
Punta Gorda, Florida
05.2004 - 03.2026
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Maintained accurate records of all client interactions within the company's CRM system.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Managed compliance documentation to meet regulatory requirements effectively.
- Drafted correspondence and reports, presenting information clearly and professionally.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Maintained office supplies inventory, ordering replacements to ensure uninterrupted operations.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
Claim Service Associate
State Farm Insurance Company
Cape Coral, Florida
05.1998 - 05.2004
- Prepared accurate correspondence for claimants and third parties, facilitating effective communication.
- Managed incoming phone calls and messages with professionalism, ensuring timely responses and maintaining clear communication.
- Managed special investigations unit, enhancing support for four to six claim adjusters.
- Transcribed statements with attention to detail.
- Maintained organized files for streamlined access and retrieval.
Education
FL Insurance License & Series 7 - Insurance And Financial Services
Continuing Education
Punta Gorda05-2026
Skills
- Client relationship management
- Retirement planning
- Professional development
- Financial reviews
- Microsoft Office
- Client servicing
- Verbal and written communication
- Time management
- Customer service
Certification
- Florida Department of Financial Services - Life Including Variable Annuity & Health
- Series 7 (General Securities Representative)
- Series 66 (Uniform Combines State Law)
- Retirement Planning Consultant (Retirement Planning from CFP)
- Notary Public
Timeline
Relationship Manager
Howell Wealth Advisors
05.2004 - 03.2026
Claim Service Associate
State Farm Insurance Company
05.1998 - 05.2004
FL Insurance License & Series 7 - Insurance And Financial Services
Continuing Education