Summary
Overview
Work History
Education
Skills
Timeline
Generic

Heather Mayer

Milford,UT

Summary

Skilled Office Manager with comprehensive experience in overseeing daily office operations, implementing effective policies for better efficiency and coordinating administrative activities. Strengths include multi-tasking abilities, strong communication skills, and proficiency in managing diverse teams. Significant contributions made to previous roles include improving organization systems and effectively handling multiple tasks concurrently under pressure.

Overview

17
17
years of professional experience

Work History

Relationship Manager

Unified Wealth Systems
Draper , UT
02.2025 - Current
  • Built strong client relationships through effective communication and personalized service.
  • Assisted clients in identifying financial goals and developing tailored strategies.
  • Supported the onboarding process for new clients, ensuring a smooth transition.
  • Conducted regular follow-ups to address client inquiries and provide updates.
  • Maintained accurate records of client interactions using CRM software.
  • Participated in team meetings to share insights and improve service delivery.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
  • Resolved escalated customer issues efficiently and effectively within established timelines.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Evaluated customer feedback to identify areas of improvement in products or services offered.
  • Resolved client issues and complaints promptly, maintaining trust and loyalty.
  • Implemented CRM systems for tracking client interactions and improving service delivery.

Custodian

Smithfield
Milford, UT
01.2018 - Current
  • Maintained cleanliness of production areas and equipment throughout the facility.
  • Operated floor scrubbers and vacuums to ensure hygienic conditions.
  • Managed waste disposal, adhering to safety and environmental standards.
  • Assisted in inventory management of cleaning supplies and materials.
  • Followed safety protocols and guidelines during daily cleaning tasks.
  • Conducted routine inspections to identify maintenance needs in facilities.
  • Reported safety hazards and maintenance issues to supervisory staff promptly.
  • Sweeping, mopping, and vacuuming floors; cleaning bathrooms, kitchens, and other common areas; emptying trash cans and disposing of waste appropriately.
  • Cleaning windows, mirrors, walls, and ceilings; dusting furniture and wiping down surfaces.
  • Stocking restrooms with necessary paper products such as toilet paper and paper towels; replenishing soap dispensers when needed.
  • Wiped down various surfaces with approved cleaning products to prevent growth of bacteria and viruses.
  • Kept building interiors appealing with routine deep cleaning of high-traffic areas.

Office Manager

Lazer Development
Milford , UT
03.2008 - Current
  • Organized office operations to ensure smooth daily functioning.
  • Maintained filing systems for easy access to important documents.
  • Processed incoming and outgoing mail to ensure timely delivery.
  • Supported budget management by tracking office supply expenditures.
  • Maintained filing system for records, correspondence and other documents.
  • Answered phone calls, responded to emails, routed mail and coordinated courier services.
  • Managed office inventory and placed new supply orders.
  • Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
  • Reviewed files and records to obtain information and respond to requests.
  • Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Managed office budget to handle inventory, postage and vendor services.
  • Coded and entered daily invoices with in-house accounting software.
  • Automated office operations for managing client correspondence, payment schedules and data communications.
  • Maintained confidential records relating to personnel matters.
  • Reviewed completed work to verify consistency, quality, and conformance.

Farm Bureau Insurance

Farm Bureau Insurance
Beaver, Utah
06.2021 - 08.2023
  • Completed day-to-day duties accurately and efficiently.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Identified needs of customers promptly and efficiently.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Maintained updated knowledge through continuing education and advanced training.
  • Analyzed customer needs and provided customized advice on selecting suitable car insurance plans.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Achieved cost-savings by developing functional solutions to problems.
  • Developed personalized insurance plans tailored to client needs and preferences.
  • Conducted thorough policy reviews to ensure compliance and adequate coverage.
  • Managed client inquiries, providing timely responses and accurate information.
  • Collaborated with underwriting teams to assess risk and finalize policies.
  • Educated clients on policy details, terms, and conditions for better understanding.
  • Maintained detailed records of client interactions and policy updates in systems.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Responded to customer inquiries and problems to promote great service.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.

Elementary Paraprofessional

Milford Elementary
Milford, UT
08.2010 - 05.2021
  • Supported classroom teachers by preparing instructional materials and resources.
  • Assisted students with special needs during lessons and activities.
  • Managed student behavior using positive reinforcement techniques.
  • Facilitated small group activities to enhance learning outcomes.
  • Collaborated with educators to develop individualized education plans.
  • Supervised students during lunch and recess to ensure safety.
  • Documented student progress and communicated observations to teachers.
  • Organized classroom supplies and maintained a clean learning environment.
  • Intervened in difficult situations between students to deescalate conflicts.
  • Facilitated small group instruction for students who required additional help in specific areas.
  • Organized educational materials and activities for use in the classroom.
  • Monitored student progress and provided feedback to teachers, parents, and administrators.
  • Provided one-on-one support to individual students in need of extra assistance.
  • Collaborated with teachers to develop and implement behavior plans for struggling students.
  • Assisted teachers with classroom instruction and management of students.
  • Attended staff meetings to discuss student progress and best practices for teaching strategies.
  • Applied positive reinforcement to redirect negative behaviors.
  • Supported students throughout academic instruction and assignments.
  • Assisted children at stations during small-group learning periods.

Education

High School Diploma -

Milford High School
Milford, UT
05-1997

Skills

  • Office operations
  • Filing systems
  • Customer service
  • Invoice tracking
  • CRM management
  • Data entry
  • Problem solving
  • Time management
  • Record keeping

Timeline

Relationship Manager

Unified Wealth Systems
02.2025 - Current

Farm Bureau Insurance

Farm Bureau Insurance
06.2021 - 08.2023

Custodian

Smithfield
01.2018 - Current

Elementary Paraprofessional

Milford Elementary
08.2010 - 05.2021

Office Manager

Lazer Development
03.2008 - Current

High School Diploma -

Milford High School

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