Heather Medley
Charlottesville,VA
Summary
Versatile and results-driven professional with a proven track record, enhancing operational efficiency and client satisfaction. Skilled in database management and meticulous attention to detail, I excel in streamlining processes and leveraging technology to exceed business goals. My strategic approach and quality control expertise have significantly boosted performance and client retention.
Overview
21
21
years of professional experience
Work History
Store Clerk
The Crossroad's Store
08.2023 - 05.2024
- Assisted customers by answering questions and fulfilling requests.
- Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance.
- Assisted in maintaining a welcoming store atmosphere by keeping common areas clean, well-lit, and inviting for customers.
- Assisted customer by locating items, processing payments, and carrying out heavy purchases.
- Assisted in the training and onboarding of new team members, sharing valuable insights regarding store policies and procedures.
- Processed credit, debit and cash transactions correctly to obtain full payment of customer purchases.
- Handled cash register operations accurately, processing transactions quickly while ensuring security measures were followed.
- Streamlined store operations for optimal efficiency by maintaining a clean, well-organized, and adequately stocked sales floor.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Learned duties for various positions and provided backup at key times.
- Used POS system to enter orders, process payments and issue receipts.
- Evaluated incoming shipments for quality issues and processed unacceptable materials for return.
- Increased repeat business through exceptional customer service that fostered loyalty among patrons.
Account Representative/Bank Officer
United Bank
10.2020 - 08.2023
- Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
- Contacted customers to assess satisfaction and current needs.
- Assisted clients in navigating complex financial and legal processes to reduce risks.
- Kept detailed records of customer interactions for optimal traceability.
- Analyzed accounts for delinquencies and other ongoing issues.
- Collaborated with internal teams to develop tailored solutions for key accounts, fostering long-term partnerships.
- Retained high-value clients by providing exceptional support and personalized service.
- Implemented strategies for upselling and cross-selling products, resulting in increased revenue from existing customers.
- Provided training for new Account Representatives, sharing best practices for client engagement and retention.
- Identified and implemented process improvements to maximize efficiency.
- Interpreted financial data to identify trends and opportunities.
- Analyzed sales data to identify trends and areas for improvement in account management strategies.
- Kept detailed records of daily activities through online customer database.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Insurance Consultant/Customer Service Representative
Farmer's Insurance
01.2018 - 10.2020
- Established lasting relationships with key industry partners, including brokers, carriers, and service providers to better serve client needs.
- Provided exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
- Conducted thorough policy reviews for existing clients, identifying gaps in coverage and recommending appropriate solutions.
- Improved operational efficiency within the agency by streamlining workflows, automating tasks, and leveraging technology where appropriate.
- Developed comprehensive risk management strategies for clients, resulting in reduced insurance costs and greater coverage protection.
- Conducted comprehensive policy audits for clients, ensuring proper documentation and compliance with regulatory requirements.
- Assessed clients'' needs by conducting in-depth interviews, gathering information on assets, liabilities, and potential risks.
- Oversaw account management activities including billing inquiries, policy adjustments, and renewals to maintain high levels of client satisfaction.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
Chief Executive Officer
Sandridge Disposal Service
08.2003 - 10.2020
- Established foundational processes for business operations.
- Negotiated favorable contracts with suppliers and vendors, ensuring cost-effective procurement processes.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Identified new revenue generation opportunities to maximize bottom-line profitability.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Created, maintained and updated filing systems for paper and electronic documents.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Completed data entry tasks with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
- Scanned documents and saved in database to keep records of essential organizational information.
- Verified accuracy of data entered into system to produce error-free reports.
- Sorted documents and maintained organized filing process.
Education
Microsoft Suite Cerification - Business Administration And Management
National College of Business & Technology
Charlottesville, VA06.2004
High School Diploma -
Western Albemarle High School
Crozet, VA08.2003
Skills
- File Management
- Meticulous attention to detail
- Quality Control
- Spreadsheet Management
- Office Administration
- Data Verification/Management Expertise
- Fast Typing Speed
- Accounting knowledge
- Independent worker
- Advanced Excel spreadsheet functions
- Word Processing
- Database Management
Timeline
Store Clerk
The Crossroad's Store
08.2023 - 05.2024
Account Representative/Bank Officer
United Bank
10.2020 - 08.2023
Insurance Consultant/Customer Service Representative
Farmer's Insurance
01.2018 - 10.2020
Chief Executive Officer
Sandridge Disposal Service
08.2003 - 10.2020
Microsoft Suite Cerification - Business Administration And Management
National College of Business & Technology
High School Diploma -
Western Albemarle High School
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