Emily Abegglen
Ogden,UT
Summary
Highly organized and detail-oriented professional with strong work ethic and dedication to achieving goals. Skilled at developing and maintaining processes ,systems, and relationships. Knowledgeable in project management principles, business processes and customer service best practices. Highly dependable, ethical and reliable. Possesses strong communication and interpersonal skills with demonstrated ability to manage competing priorities and meet deadlines. Creative problem solver with strong analytical and critical thinking skills.
Overview
8
8
years of professional experience
Work History
Job File Coordinator
Servpro
12.2021 - Current
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records with insurance adjusters accurately as needed.
- Gathered and organized materials to support operations.
- Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
- Supported successful project completion by meticulously reviewing and updating project estimates and budgets to reflect changing needs and objectives.
Associate Financial Representative
Northwestern Mutual
08.2020 - 12.2021
- Streamlined financial planning processes, improving overall efficiency and effectiveness.
- Assisted in the preparation of quarterly reviews for clients, highlighting performance metrics and discussing potential adjustments to their portfolios.
- Responded promptly to client inquiries via email or phone calls, offering clear explanations regarding account activity or changes within the market.
- Coordinated appointments between clients and Financial Representatives while managing schedules efficiently.
- Increased client retention through building strong relationships and consistent communication.
- Worked closely with Financial Representatives to ensure that all required documentation was completed accurately before submitting transactions.
Front Office Manager
Lowe Law Group
09.2019 - 08.2020
- Handled high-volume phone calls with professionalism, redirecting inquiries to appropriate departments while maintaining excellent customer service standards.
- Resolved customer complaints effectively by listening attentively, empathizing with their concerns, and providing prompt solutions tailored to individual needs.
- Streamlined office procedures for improved efficiency, resulting in reduced waiting times for clients.
Associate Financial Representative
Northwestern Mutual
06.2016 - 09.2019
- Increased client retention through building strong relationships and consistent communication.
- Worked closely with Financial Representatives to ensure that all required documentation was completed accurately before submitting transactions.
- Improved office productivity by implementing efficient systems for tracking client data and maintaining records securely online.
- Supported clients during major life events, such as retirement or career transitions, by adjusting their financial plans accordingly.
Education
High School Diploma -
Bonneville High School
Ogden, UT05.2002
Skills
- Customer Service
- Detail oriented
- Data Entry
- Work Planning and Prioritization
- Relationship Building
- Project Coordination
- Schedule Coordination
- Presenting Ideas and Plans
- Project assistance
- Point of Contact
Timeline
Job File Coordinator
Servpro
12.2021 - Current
Associate Financial Representative
Northwestern Mutual
08.2020 - 12.2021
Front Office Manager
Lowe Law Group
09.2019 - 08.2020
Associate Financial Representative
Northwestern Mutual
06.2016 - 09.2019
High School Diploma -
Bonneville High School
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