JAIMIE E. ROSEN

• Collaborated closely with the onboarding and underwriting teams to ensure all necessary documentation was obtained for new customers.
• Managed policy documentation to ensure compliance and accuracy.
• Oversaw and tracked daily expenses, preparing Cash Position Reports to maintain financial oversight.
• Served as the first point of contact for new customers, verifying information and ensuring accurate payroll data for timely invoicing.
• Monitored client activity, ensuring hours were reported promptly and invoices were created using Excel and sent via QuickBooks.
• Achieved a 95% success rate in getting clients to complete ACH forms for automated payments.
• Generated and maintained Key Performance Sheets, providing visual reports on client status and performance metrics.
• Assisted the president of the company with administrative and operational tasks as needed, ensuring smooth day-to-day operations.

• Created over 2000 custom-made cakes for diverse events
• Detail-oriented approach to satisfying client preferences
• Developed budgets, spreadsheets, and client databases for efficient organization
• Trained and mentored aspiring cake decorators
• Gained a following of 14k on Instagram through showcasing cake designs

• I led a team of 10 representatives, driving improvements in customer satisfaction by streamlining processes and resolving escalated issues
• I implemented strategies that reduced response times by 60% and increased satisfaction scores by 40%, while also training and mentoring staff to enhance performance
• I collaborated with cross-functional teams to address customer feedback, resulting in a 32% improvement in overall service quality and a reduction in escalations
• Additionally, I optimized the use of customer service software to improve efficiency and reporting

• Responsible for managing patient statistics, check-ins, scheduling, and package sales
• Facilitate patient referrals for MRI's, X-rays, etc
• Lead daily huddles to coordinate tasks and communicate with doctors
• Trained in customer service and office management by Lori Allen
• Handle scheduling, phone calls, and messages
• Specialized in PIP Law, overseeing all PIP/LOP patients and sending demand letters to insurance companies
• Coordinate closely with MRI centers, attorneys, and insurance agents
• Ensure patients are current with payments

• Managed online reviews and resolved issues to improve client satisfaction, resulting in the removal of negative feedback
• Addressed customer complaints directly regarding moves and personnel
• Organized office files and ensured compliance with federal regulations
• Coordinated with drivers regarding pickup and delivery schedules