Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Alpha Communications
12.2023 - Current
Answer phones, run AR report, make phone calls and emails to Distributors Accounts Payables for remittance of payment, pay bills to suppliers, follow up on purchase orders, customer service troubleshooting on products
Accounts Receivable
Chute Plus
12.2020 - 12.2023
Communicate with clients via phone and email to make sure work was complete and to their satisfaction, send emails daily to clients to make sure in receipt of invoices, negotiate payment arrangements, maintain billing accounts and records, assist with collections
Customer Service Technician
Slomin’s Home Heating and Home Security
10.2016 - 12.2020
Assist customers with troubleshooting their alarm systems, set appointments for service calls on the alarms and oil accounts, answer questions on contracts, give pricing on alarm and oil products, set appointments for installations, process payments on accounts
Director of Student Services/Office Manager
New Life Business Institute
02.2016 - 09.2016
Open the classrooms and prepare to start the day, input the student attendance for the day, make calls to absent students, meet one on one with students for counseling when needed, prepare new student files and complete FASFA’s, complete excel spreadsheets with information to submit to government to receive funds, have weekly meetings with office staff and teachers, update student grades after each module
Administrative Assistant/Marketing Specialist
Quality Home Remodeling, Inc.
11.2015 - 01.2016
Create marketing initiatives, excel spreadsheets, company documents, set up sales appointments, communicate information to sales reps, update client list daily
Administrative Specialist, Case Manager
Preferred NY Financial Group, LLC
06.2014 - 06.2015
Assistant to three principals and four agents, support principals of agency by preparing correspondence, proofreading documentation, create excel spreadsheets with insurance quotes for current and new clients, review applications for completeness and accuracy, obtain outstanding information from agent and submit application(s) to insurance carriers in good order, order exams, labs, and medical records on new life applications, communicate directly with underwriters on pending cases, prepare Regulation 60 paperwork, run illustrations on new and existing business, submit medical records reimbursements to the insurance companies, licensing and contracting, use Smart Office, Database Management
Relationship Manager, Sales Support
Aviva Life and Annuity Company of New York
01.2001 - 01.2013
Exceeded annual sales quota in 2012 by 45% by proactively working with distribution partners, new business, and underwriting, organized and prioritized cases for new business and underwriting for processing to obtain monthly goals, provided superior pro-active support to distribution partners by providing training on new products, extranet website, illustration software, and process enhancements, obtained outstanding requirements for pre and post issue, recommended alternative products and riders better suited to the client’s needs based on underwriting offer, followed up on all 1035 exchanges to ensure funds were received and processed, maintained a high inbound call volume and exceeded company inbound call standards, coordinated efforts designated Regional Vice President that allowed for substantial production growth, identified and developed target growth opportunities, developed quarterly sales incentives and agency meetings, developed and implemented proactive sales support program to build distribution relationships and increase sales, integrated feedback and opportunity of improvements into our workflow process, assisted with the development and testing of a new production reporting system, EDW
Case Manager and Underwriting Assistant
Bankers Life Insurance Company of New York
01.1999 - 01.2001
Manage 150 underwriting cases daily while demonstrating strong organizational skills, review and prioritize underwriting cases for designated underwriters, order attending physician statements, inspection reports, MVR’s and run MIB’s, obtain and review lab results for the underwriter and prioritize large premium and face amount cases, track and document quality issues to identify process improvements to the Image Workflow system
Education
East Meadow High school graduate – Business concentration
Health Communications/ Medical Marketing Manager at Alpha Public Relations & Integrated Marketing SAHealth Communications/ Medical Marketing Manager at Alpha Public Relations & Integrated Marketing SA