Emily Perez
Lubbock,TX
Summary
Results-driven professional ready to leverage extensive experience in managing client accounts and coordinating project deliverables. Consistently recognized for driving client satisfaction and supporting team objectives. Known for strong interpersonal skills and adaptability in dynamic environments, ensuring seamless project execution and collaborative success.
Overview
7
7
years of professional experience
Work History
Account Coordinator
Ibotta, Inc
11.2023 - Current
- Streamlined communication between clients and internal teams for seamless project execution.
- Ensured timely response to client inquiries by maintaining open lines of communication through email correspondence or phone calls.
- Escalated issues to appropriate channels as necessary.
- Updated internal databases with account information to maintain concise, clear records.
- Analyzed invoices to detect discrepancies, duplicate payments and overpayments.
- Effectively communicated with several internal departments to achieve client goals
Campaign Operations Associate
Ibotta, Inc
02.2023 - 11.2023
- Work cross functionally with several teams to ensure we have all components to achieve in-app content.
- Great attention to detail, along with prioritizing work to ensure I, myself, and the team meets output metrics of 98% or higher.
- Experienced in Salesforce to create offers.
- Adapting to change and learning new systems quickly for peak performance while being very detail oriented.
- Quality auditing builds to verify that they were created correctly before going in-app.
- Collaborated with cross-functional teams to achieve project goals and meet deadlines.
- Oversaw daily operations, ensuring timely completion of tasks and adherence to company policies and procedures.
Commercial Lines Insurance Assistant
Legacy Bridge Advisors
03.2022 - 01.2023
- Communicate with clients about policies that need to be in force and follow protocol.
- Completed forms accurately and efficiently while cross referencing data.
- Shopped out policies with different carriers while ensuring that all data is entered correctly.
- Participate in daily Zoom calls to communicate with coworkers on day-to-day tasks.
- Expedited claims processing for clients facing emergencies or natural disasters, providing timely support during critical situations.
- Processed policy applications with accuracy and attention to detail, ensuring a smooth experience for clients seeking insurance coverage.
- Handled sensitive client information with discretion while maintaining strict confidentiality standards according to company guidelines.
Food Service Manager
5B’s BBQ
05.2018 - 01.2022
- Trained and supervised new staff to enhance customer service skills and comply with food safety standards.
- Tracked food production levels, meal counts, and supply costs.
- Addressed and resolved customer service issues to establish trust and increase satisfaction.
- Promoted a positive work environment by fostering open communication among team members and resolving conflicts effectively.
- Enhanced safety protocols for both employees and guests by adhering to strict food handling guidelines, ensuring proper storage of ingredients, and maintaining up-to-date certifications on equipment usage.
- Cultivated an inclusive atmosphere that fostered collaboration between diverse team members within the kitchen space.
- Ensured high standards of cleanliness and sanitation with regular inspections and staff training.
Education
Bachelor of Arts - Business Administration
Western Colorado University
Gunnison, CO01.2020
Skills
- Self Motivated
- Proactive
- Personable
- Organized
- Interpersonal skills
- Detail Oriented
- Time Management
- Trainable
- Professional
- Attentive Listener
- Workflow optimization
- Team Oriented Personality
- Proficient in Excel, Powerpoint & Salesforce
Timeline
Account Coordinator
Ibotta, Inc
11.2023 - Current
Campaign Operations Associate
Ibotta, Inc
02.2023 - 11.2023
Commercial Lines Insurance Assistant
Legacy Bridge Advisors
03.2022 - 01.2023
Food Service Manager
5B’s BBQ
05.2018 - 01.2022
Bachelor of Arts - Business Administration
Western Colorado University
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