HEATHER KELLER
CLAY CITY,IN
Summary
Skilled Agent experienced in identifying the needs of the client and working to find a solution promptly and professionally. Accomplished Agent with proven track record of exceeding aggressive sales objectives. Known for strong interpersonal skills and to develop loyal customer relationships. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Agent's Licensed Executive Assistant
John Moyer State Farm
08.2018 - Current
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Expanded customer base through effective networking, cold calling, and relationship-building strategies.
- Streamlined internal processes for improved efficiency and productivity within agency.
- Spearheaded team training initiatives, equipping agents with essential skills to excel in their roles.
- Assisted clients in navigating claims process, ensuring timely resolution of issues and optimal outcomes.
- Collaborated with underwriters to develop tailored insurance solutions for clients while managing risk exposure for company.
- Analyzed client portfolios to identify potential gaps in coverage, offering suitable recommendations based on individual needs.
- Delivered exceptional customer service by proactively addressing concerns and fostering positive experience throughout all interactions.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within agency.
- Consistently met compliance requirements for agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Handled and promptly resolved customer complaints to maintain professional relationships.
- Informed clients of policies and procedures.
Office Manager
Steadfast Transportation LLC
03.2013 - 08.2018
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Coordinated special projects and managed schedules.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Increased transportation efficiency by optimizing routing and scheduling processes.
- Managed team of drivers, providing support and guidance to improve performance and productivity.
- Maintained compliance with all regulations, avoiding fines and penalties for organization.
- Organized records of vehicles, schedules and completed orders.
- Supervised department personnel by assigning and directing daily tasks as well as evaluating performance to enhance productivity and resolve problems.
- Coordinated driver dispatch to accomplish daily delivery requirements.
Education
Associate of Applied Science - Business Administration
Ivy Tech Community College of Indiana
Indianapolis, IN05.2024
Certificate - Human Resources Management
Ivy Tech Community College of Indiana
Indianapolis, IN12.2023
Certificate - Digital Marketing
Ivy Tech Community College of Indiana
Indianapolis, IN07.2023
Skills
- Contract Negotiations
- Schedule Management
- Marketing Management
- Business Development
- Polite communication skills
- Career Growth Strategy Development
- Conflict Resolution
- Organizational Skills
- Goal-oriented mindset
- Attention to Detail
- Data Entry
- Bookkeeping
- Customer Service
- Staff Management
- Payroll Processing
- Project Management
Certification
- Licensed Property & Casualty - 2018-Present
- Licensed Accident & Health- 2018-Present
- Licensed Life- 2018-Present
Timeline
Agent's Licensed Executive Assistant
John Moyer State Farm
08.2018 - Current
Office Manager
Steadfast Transportation LLC
03.2013 - 08.2018
Associate of Applied Science - Business Administration
Ivy Tech Community College of Indiana
Certificate - Human Resources Management
Ivy Tech Community College of Indiana
Certificate - Digital Marketing
Ivy Tech Community College of Indiana
- Licensed Property & Casualty - 2018-Present
- Licensed Accident & Health- 2018-Present
- Licensed Life- 2018-Present
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