Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jamie Falu

Cranston,RI

Summary

Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments. Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Administrative Assistant

Andolfo & Hoopis
01.2023 - Current
  • Answer multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Restock supplies and placed purchase orders to maintain adequate stock levels.
  • Mail certified return receipts.
  • Schedule office meetings and client appointments for staff teams.
  • Perform account audits to identify and resolve discrepancies.
  • Copy/collate various tax returns while practicing client confidentiality regulations.
  • Manage payment and billing details of external service providers, contractors and vendors.

Licensed Life Insurance Agent

First Financial Security Inc.
04.2022 - Current
  • Maintain high standards of customer service by building relationships with clients.
  • Provide coverage option information to assist clients in protecting assets.
  • Attend continuing education courses and workshops to gain additional insurance industry knowledge.
  • Obtain underwriting approval by completing application for coverage.
  • Work to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.

Warehouse Delivery Driver

JST Transportation
01.2020 - 09.2020
  • Communicated customer complaints, requests and feedback to company management for swift resolution.
  • Contacted customers prior to delivery to confirm and coordinate delivery times.
  • Verified daily deliveries against shipping instructions before delivering to customers.
  • Fostered positive working relationships with regular customers.

Residential Care Counselor

Bradley Hospital
06.2018 - 11.2021
  • Delivered frequent summaries on resident progression and regression in treatment to provide recommendations towards treatment plan for success.
  • Resolved conflicts by performing in-time crisis intervention and enforcing discipline and behavior metrics.
  • Assisted residents in adhering to treatment plans by setting up medical appointments, arranging transportation, coordinating services and providing emotional support.
  • Collaborated with various agencies and service providers to facilitate care coordination and information sharing.
  • Monitored and documented client progress toward meeting goals and objectives.

Residential Case Manager

Providence Center
04.2015 - 05.2018
  • Preserved and prepared reports and treatment records.
  • Coordinated program referrals for community-based resources.
  • Documented case notes daily and coordinated follow-up for seamless case management.
  • Organized clinical documentation, treatment plans, and referrals.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.

Education

Bachelor of Arts - Psychology and Community Studies

Charter Oak State College
New Britain, CT

Skills

  • Bookkeeping
  • Data Entry
  • Multi-Line Phone Proficiency
  • Scheduling
  • Email and phone support
  • Social Media and Promotions
  • Documentation and Reporting
  • Detailed oriented

Certification

  • Licensed Life Insurance Agent - RI (2022)

Timeline

Administrative Assistant

Andolfo & Hoopis
01.2023 - Current

Licensed Life Insurance Agent

First Financial Security Inc.
04.2022 - Current

Warehouse Delivery Driver

JST Transportation
01.2020 - 09.2020

Residential Care Counselor

Bradley Hospital
06.2018 - 11.2021

Residential Case Manager

Providence Center
04.2015 - 05.2018

Bachelor of Arts - Psychology and Community Studies

Charter Oak State College
Jamie Falu