Erin Martini
Oklahoma City,OK
Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Strive Insurance Group
07.2023 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Provided coverage option information to assist clients in protecting assets.
- Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
Office Manager
Spirit Human Resources
01.2022 - 07.2023
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Created, maintained and updated filing systems for paper and electronic documents.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Managed office operations while scheduling appointments for department managers.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Coordinated special projects and managed schedules.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
Senior Administrative Assistant/ ELP Coordinator
F&F Accounting and Tax Solutions, PLLC
12.2019 - 11.2020
- Answering multi-line phone systems, getting messages to appropriate personnel, ensure follow up has been completed
- Provide outstanding customer service
- Make deposits and take them to the bank
- Office upkeep
- Run payroll to and from clients
- Scan, file, copy, fax
- LLC Renewals
- Build corporate books
- Mail: Prepare, scan proof of mailing, sort, distribute
- Scan in all IRS & OTC forms, and deliver to appropriate management
- Follow up on all referrals
- Enter client info into 4 databases, and verify all info matches
- Schedule a variety of personal and business clients with appropriate staff
- Send intake paperwork, directions, and confirm appointments
- Resolve client problems: tech issues, misunderstanding of forms/ tax returns, upset clients
- Arrange meetings for staff
- Take payments (Collections), make payment arrangements
- Supply ordering: Office supplies, equipment, break room snacks, staff lunches
- Prepare tax returns for delivery
- Maintain the highest level of client confidentiality.
- Kept files and records in content management systems such as MS SharePoint, EXCEL and others.
Certified Chiropractic Assistant/ Office Manager
Hijazi Chiropractic PC
05.2014 - 09.2018
- As an Office Manager, and Certified Chiropractic Assistant for Back to Wellness Chiropractic, I was responsible for greeting patients by name, having a positive disposition, and ensuring that from the first point of contact patients feel cared for and informed
- My general office duties included answering a multi line phone system, daily upkeep of the office, scheduling, billing, insurance verification, contacting insurance adjusters and attorneys to collect payment, filing, scanning, copying, taking dictation from the physician for the patient's daily chart note, adjusting time clock errors for co-workers, filing liens, creating fee analysis charts for the practice, entering diagnosis codes, catching incorrect/outdated diagnosiscodes prior to billing insurance
- I also applied physical modalities to patients, took vitals, took X-Rays, referred out to other specialists as needed, and performed general maintenance around the clinic
- I am very well versed in billing- self pay and insurance, EHR/EMR software programs, data entry, and assisting the physician with whatever he may need.
Office Manager/ Customer Service Representative
Kewley Insurance Agency- Farmers Insurance
11.2011 - 09.2012
- My responsibilities included filing, faxing, copying, scanning, operating multi-line phones, making appointments for the agent, and other misc
- General office duties
- I was also responsible for sales, customer service, money handling, prioritizing office duties in a timely fashion, and outbound calling.
Store Manager
Rack Room Shoes
11.2007 - 08.2011
- As a store manager I was solely responsible for recruiting, hiring, training, evaluating, and terminating, employees
- I was also responsible for providing outstanding customer service, ensuring that sales goals were met, visual merchandising, general upkeep, and maintenance, of the store, filing, and compiling reports for presentation at Regional Meetings, running cash registers, scheduling, and running freight.
Customer Service Manager
Wal-Mart Supercenter
10.2003 - 08.2005
- As a Customer Service Manager, it was my responsibility to provide excellent customer service, train, direct, schedule breaks for, and relieve cashiers
- I was also in charge of closing registers in other departments, counting down registers, making change orders, and putting out freight, as needed.
Education
General Education -
Norman High School
Norman, OK05.2001
Skills
- Customer Service Skills (10 years)
- EHR (4 years)
- Data Entry (10 years)
- Front Desk
- Patient Care
- X-Ray
- Back Office
- Front Office
- Medical Billing
- Intake Experience
- Multi-line Phone Systems
- Insurance Verification
- Medical Records
- Clerical Experience
- Tax Experience
- Administrative Experience
- Customer Service Skills
- Billing and Money Management
- Prioritizing Tasks
- Training Staff
- Filing
- Proficient in MS Office/Word, QuickBooks (Online and Desktop versions)
- Operating Touch Screen Registers
- Filing Insurance and Liens
- Office Management Experience
- Insurance sales expertise
- Risk Assessment Knowledge
- Insurance product expertise
- Client Relationship Management
- Client Retention
- Professional Networking
- Policy Management
- Customer Service
- Customer follow-up
- Licensed Insurance Agent
Certification
Certified Chiropractic Assistant, 06/01/14, 12/01/18
Timeline
Licensed Insurance Agent
Strive Insurance Group
07.2023 - Current
Office Manager
Spirit Human Resources
01.2022 - 07.2023
Senior Administrative Assistant/ ELP Coordinator
F&F Accounting and Tax Solutions, PLLC
12.2019 - 11.2020
Certified Chiropractic Assistant/ Office Manager
Hijazi Chiropractic PC
05.2014 - 09.2018
Office Manager/ Customer Service Representative
Kewley Insurance Agency- Farmers Insurance
11.2011 - 09.2012
Store Manager
Rack Room Shoes
11.2007 - 08.2011
Customer Service Manager
Wal-Mart Supercenter
10.2003 - 08.2005
General Education -
Norman High School
Certified Chiropractic Assistant, 06/01/14, 12/01/18
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