Gabrielle Spencer
Overview
6
6
years of professional experience
Work History
Administrative Assistant & Customer Service Representative
Hennion and Walsh
02.2023 - Current
- Administrative support to Service, Compliance, Operations, and Marketing departments
- Drafted important documents to send to clients, including Transfer On Death, Address Changes, and Account Transfers
- Called clients to discuss account-sensitive issues and confirmations
- Managed general inquiries on personal financial accounts
- Updated & error correction of client information & services
- Recordkeeping and general maintenance of incoming paperwork
- Communicated with IT with program issues and basic maintenance
- Coordinated meetings between clients and department heads
- Prepares and processes payroll appointments and fiscal transactions
- Documented importation and processing of paperwork and asset movement
- Assisted in scheduled client payments and reimbursements
- Processed and recorded asset movement and account information
- Assisted in database maintenance and general client account amendments
- Preparation of project cost adjustments and business expense reimbursements
- Assisted in record keeping and organization of paperwork received
- Directed incoming calls company wide as well as manage inquiries.
- Utilized CRM software to track progress on resolving customer issues, leading to quicker resolutions and higher satisfaction rates.
- Answered constant flow of customer calls with minimal wait times.
Leave and Claims Administrator
Crown Risk Management
06.2018 - 04.2019
- Organized calendar and event scheduling
- Helped organize company parties and gatherings
- Engaged with onboarding and training of new employees
- Sent appropriate and necessary paperwork to claimants when requested, including forms for Family and Medical Leave, Paid Family Leave, and Short-Term Disability
- Coordinated with clients, insurance company, and physicians
- Aided in financial management of supply and shipping costs
- Recorded individual's personal information by creating or updating files once new or updated paperwork is received, and recorded/calculated time trackers
- Assist in itinerary for team meetings.
- Ensured timely claim payments by diligently monitoring deadlines and following up on outstanding documents.
Education
Master of Science - IO Psychology
Southern New Hampshire University
Manchester, NH09.2023
Bachelor of Science - Psychology, Neurocognition
SUNY Oswego
Oswego, NY05.2018
Skills
- MS Office Suite
- Clear Communication
- Research Skills
- Blackboard/Canvas
- E-Verify
- Customer Service
- Executive/Administrative support
- Calendar Management
- Google Suite
- Data Entry
- Adobe Acrobat
- Organizational Problem-Solving
- Time Management
- SPSS, R, Tableu, Qualitrics
- Research
- Clerical Support
- Database Management
- Spreadsheet Management
- Office Administration
- Mail Handling
- Information Security
- Records Administration
- Data Organization
- Computer Skills
- Data Management
- Administrative Support
Timeline
Administrative Assistant & Customer Service Representative
Hennion and Walsh
02.2023 - Current
Leave and Claims Administrator
Crown Risk Management
06.2018 - 04.2019
Master of Science - IO Psychology
Southern New Hampshire University
Bachelor of Science - Psychology, Neurocognition
SUNY Oswego
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