JoAnne Bruening
Summary
Client-focused Sales Representative with 20+ years of providing solutions to customers.
History of being an effective team member with full understanding of the underwriting process and team needs. Well-versed in using Excel to create and update tracking spreadsheets.
Competent administrative professional supporting the underwriting process with effective document evaluation, report writing and file management skills. Proficient in issuing quotes, gathering details and reviewing renewal requests.
Motivated with solid experience managing all levels of large-scale projects, including budgeting and administration. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
10
10
years of professional experience
Work History
Fraud Account Supervisor
Capital One
08.2019 - 09.2020
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Performed risk assessments to determine level of fraud risk and prioritize investigations.
- Evaluated customer data to identify and prevent fraudulent activities.
- Produced detailed reports of fraud investigations and presented findings to senior management.
- Tracked fraud cases and monitored trends to develop strategies for prevention.
- Analyzed financial statements to identify discrepancies, irregularities and fraudulent activity.
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
Executive Assistant
Brothers Pest Control
Land O Lakes, FL
08.2018 - 08.2019
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Improved office efficiency by implementing new filing systems and document management processes.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Used advanced software to prepare documents, reports, and presentations.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Handled payroll processing tasks accurately while maintaining strict adherence to deadlines for timely payments.
- Developed strong relationships with vendors leading to improved contract terms resulting in cost savings for the company.
- Streamlined communication between departments, resulting in more effective project coordination and execution.
- Fostered positive work environment, organizing team-building activities and events.
- Improved document management and accessibility with creation of centralized digital repository.
- Filed paperwork and organized computer-based information.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Worked with senior management to initiate new projects and assist in various processes.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
Licensed Insurance Producer
Aldrich Insurance and Financial Services
05.2010 - 08.2018
- Provided coverage option information to assist clients in protecting assets.
- Exceeded corporate quotas for monthly policy sales.
- Promoted products and services using upselling and other sales strategies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Conducted annual reviews of existing policies to update information.
- Met with prospective customers and business owners in homes, businesses and other settings.
- Calculated premiums and established payment methods for sales.
- Contributed ideas and offered constructive feedback at weekly sales and training meetings.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
- Followed up with customers on unresolved issues.
- Evaluated the accuracy and quality of data entered into the agency management system.
- Calculated quotes and educated potential clients on insurance options.
- Addressed an average of 60-80 customer inquiries and complaints each week.
Dance Instructor
Charlene's School of Dance
1 2001 - 7 2010
- Planned and oversaw group, couples and individual dance performances.
- Managed supply inventory and maintained all facility equipment in good working order.
- Provided one-on-one instruction to students by appointment.
- Adhered to all studio guidelines and legal requirements.
- Developed and executed marketing plans to increase studio business.
- Assisted with the coordination and administration of complete dance program.
- Offered feedback on the quality of segments and coached other staff members on how to improve segments.
- Organized special open houses to gain new clients.
- Managed casting and selected shot locations.
- Worked in a team-based environment to uphold quality and continuity of service to all clients.
Education
Worked towards bachelors for Psychology - Criminal Psychology
John Jay College of Criminal Justice of the City University of New York
New York, NYAssociate of Arts - Psychology
Pasco-Hernando State College
New Port Richey, FL2007
Skills
- 20 years in customer service
- Client assessment and analysis
- Self-motivated
- Extremely organized
- Document scanning
- Risk management processes and analysis
- Conflict resolution
- Project Management
- Inspection reviews
- Pricing tool development
- Clerical support
- Process implementation
- Strong verbal communication
- Data entry
Additional Information
I also have 10 years of experience in the food and service industry as a bartender and server during 2001-2010. This position gave me the opportunity to work and host events, and was the stepping stone towards the rest of my career in customer service.
Timeline
Fraud Account Supervisor
Capital One
08.2019 - 09.2020
Executive Assistant
Brothers Pest Control
08.2018 - 08.2019
Licensed Insurance Producer
Aldrich Insurance and Financial Services
05.2010 - 08.2018
Worked towards bachelors for Psychology - Criminal Psychology
John Jay College of Criminal Justice of the City University of New York
Associate of Arts - Psychology
Pasco-Hernando State College
Dance Instructor
Charlene's School of Dance
1 2001 - 7 2010