Heaven Leonard
Houma,LA
Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
12
12
years of professional experience
Work History
Office Manager
Travis Gravois State Farm
Houma, LA
03.2020 - Current
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence; Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records; Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic; Greet and assist customers that walk into the office; Customer service and retention; such as contacting existing customers with reminders for bills, discounts, forms, etc; Problem resolution with irate or upset customers regarding different matters
Sales Agent
ABC Insurance Agency
07.2019 - 12.2019
- Greeted and assisted customers, accepted payments, quoted auto/life insurance policies, bound auto/life insurance policies, assisted with upkeep of the office, assisted when another agent had a question, met morning to discuss goals and daily plans, assisted with daily bank deposits, uploading necessary documents to policies, contacting customers when necessary, answering phone calls
Assistant Operations Manager
NIFS
10.2018 - 07.2019
- Answering phones, greeting and assisting clients, open and close office daily, monitor monthly bills and expenses, organize and manage the office, quote and sell several types of insurance policies, faxing documents, filing documents, problem resolution, courtesy phone calls for payment reminders or needed documents, taking messages
Data Entry Clerk
Affiliated Marine Supply
12.2017 - 10.2018
- Answering phones, directing phone calls, keying in orders for boats, operating excel worksheets, managing emails, time management, scanning paperwork to computer, organizing scans in computer to proper storage place, contacting customers if orders are over budget, taking messages
Administrative Assistant
Dalton LeBlanc Agency
03.2016 - 10.2016
- Answering phones, directing phone calls, greeting customers, collecting payments, collecting information for designated sales agent, entering data into computer system, calling for payment reminders, filing, faxing documents, problem resolution, weekly classes for office staff.
Sales Agent
USAGENCIES
07.2015 - 03.2016
- Greeting customers, collecting payments, quoting and selling auto insurance policies, filing copies of policies, endorsing auto insurance policies, gathering bank deposits, answering phone calls, problem resolution, routine webinar classes
Pharmacy Technician Trainee
CVS Pharmacy
04.2012 - 09.2012
- Greeting and assisting patients, answering phone calls, calling for refill reminders, faxing doctor's office, entering data into computer system, entering prescriptions into computer, filling prescription orders, filing hardcopy of prescriptions, checking in daily McKesson order, assisting pharmacist with daily duties.
Education
High School Diploma -
Houma Christian School
Houma, LAPharmacy Technician Preparedness -
Unitech Training Academy
05.2011
Skills
- Customer Service
- Office Management
- Organizational Skills
- Office Administration
- Data Entry
- Excellent multi-tasking ability
- Clear oral/written communication
- Scheduling and calendar management
- Administrative Support
- Account Reconciliation
- Relationship Building
Key Qualifications
- Personal Lines Insurance License
- Life and Health Insurance License
References
Available upon request.
Timeline
Office Manager
Travis Gravois State Farm
03.2020 - Current
Sales Agent
ABC Insurance Agency
07.2019 - 12.2019
Assistant Operations Manager
NIFS
10.2018 - 07.2019
Data Entry Clerk
Affiliated Marine Supply
12.2017 - 10.2018
Administrative Assistant
Dalton LeBlanc Agency
03.2016 - 10.2016
Sales Agent
USAGENCIES
07.2015 - 03.2016
Pharmacy Technician Trainee
CVS Pharmacy
04.2012 - 09.2012
High School Diploma -
Houma Christian School
Pharmacy Technician Preparedness -
Unitech Training Academy
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