Jessie Heizer

Work History

SEO Unpacked

09.2022 - Current

Provided administrative support to ensure efficient company operations.
Prepared communications, such as memos, emails, invoices, reports, and other correspondence.
Completed operational requirements by scheduling and assigning administrative tasks.
Reviewed and adjusted website and social media content for quality and accuracy.
Coordinated with outside agencies, printers, etc. on behalf of client as needed.
Facilitated onboarding of new clients by gathering information, preparing proposals, using templates to prepare contracts, and obtaining contract signatures.
Created and coordinated social media for multiple businesses.
Communicated professionally with clients in person, via phone, and email.
Performed ad management across multiple platforms.
Researched new systems, vendors and products and presented information to executives and clients.

Undivided

01.2023 - Current

Lead local team of 6-9 people in community organizing efforts for faith-based non-profit focused on racial healing, solidarity and justice.
Prepared and ran bi-weekly team meetings.
Recruited and coached team members.
Consistently connected relationally with community leaders and constituents to build engagement, partnerships and opportunities.
Planned and ran 3 public engagement events and trainings.
Recruited, organized and trained 200-300 volunteers.

Clean Bee Pro Cleaners

02.2022 - 09.2022

Consulted with customers to assess needs and propose optimal solutions.
Put together realistic budgets based upon costs and fees for successfully operating business.
Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
Interacted well with customers to build connections and nurture relationships.
Negotiated price and service with customers and vendors to decrease expenses and increase profit.
Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Performed cleaning and organization services customized by client needs.

Western And Southern Financial Group

11.2013 - 10.2015

Coached, trained, and mentored team associates.
Created training resources.
Supported internal sales division by managing rush cases, insufficient application requirements, and answering questions.
Developed, reviewed and monitored procedures to remain compliant with state and federal industry guidelines.
Helped develop new systems and procedures to improve efficiency and streamline processes.
Award-winning team leadership.
Continually Met Service Level agreements.
Improved department relationship with internal sales division.
Reduced company exposure to risk by creating guidelines and training associates to read legal documents in order to make sound application acceptance decisions.
Improved state compliance by developing new procedures for insurance replacements.

Western And Souther Financial Group

01.2011 - 11.2013

Received between 50-80 incoming customer calls per day.
Assist clients with inquiries on all parts of annuities including products, IRA tax requirements, financial services, and death claims using multiple computer systems
Satisfied customer complaints and resolved complicated problems by generating creative solutions using product, system, and policy knowledge of several different companies.
Trained 3 associates on telephone customer service and non-financial processing.
Processed non-financial and financial changes to client’s accounts and processed trades for variable annuities.
Award-winning customer service.
Continually Meet Service Level agreements.
Quickly trained 2 new hires to assist in non-financial processing and answering phones when call volumes were heavy and staff was short.
Maintained and cultivated positive, optimistic environment that improved team morale.