Jordan Peckman

• Assist with various tasks such as new customer intake, dispatching, coordinating main office email, and handling inbound and outbound calls.
• Created and maintained databases to track and record customer data.
• Executed record filing system to improve document organization and management.
• Assisted development and implementation of new administrative procedures.
• Developed strategies to streamline and improve office procedures.

• Speaking directly with sales agents to help generate leads for life insurance.
• Distributing marketing products.
• Attending meetings to discuss market trends.
• Performing data entry tasks.

• Monitoring daily job functions of employees, developing and implementing procedures, collaborating with owners, hiring new employees.
• Managing payroll.
• Maintaining relationships with local plumbers
• Performing various administrative duties.

Main responsibilities include:

• Assisting new and existing clients create and modify appointments to receive HVAC assessments and repairs or installations.
• Coordinating the trip schedule for salesmen to meet with clients to assess or complete HVAC work.
• Mapping and dispatching crews and salesmen to maximize efficiency while minimizing costs for the business by saving on gas and vehicle expenses.
• Assisting with onboarding new crew members.
• Various tasks associated with office management, payroll, and customer service, including running various errands as needed outside the office.

• Answer phone calls for clients to file claims for the home appliances.
• Approve to move forward and collect payment for service fee. Deny claims when applicable over the phone.
• Speak to contractors to determine if a claim is approved and how much money is approve for a repair/ replacement. Submit daily reports of dispatching, approval amounts, and denials.
• Assist in managing a small team with daily tasks when main manager is unavailable. Run the department independently during after-hours/weekends.
• Pulling a list of addresses to send thank you cards to business partners, numbering 100-400/weekly.
• Miscellaneous tasks as needed (accounting, marketing, sales, training, spreadsheets, etc) Accomplishments include: Building formulas using Google sheets to create spreadsheets that are currently used in each department daily, and are also being used to form a basis for a professionally designed custom system to be developed in the future.
• Tier 2 promotion based on product knowledge and customer service skills.
• Tier 3 promotion based on performance, attendance, and the ability to coach and mentor new employees

• Answer phone calls and assist walk-in clients with information pertaining to their legal case.
• Attend regular meetings regarding an ever-changing and developing computer system & service level improvements.
• Provide clients with a knowledgeable explanation of their case, and be able to provide a case review upon request.
• Walk clients through an online portal and smartphone application for better self-service.
• Receive and provide feedback to ensure efficiency and improve client experience.

• Handle inbound calls regarding health insurance.
• Assisting customers with their claims, and explanation of benefits.

• Signing customers up through the Health Insurance Marketplace for the Affordable Care Act before, during, and after open enrollment.
• Checking eligibility for subsidies to cover some of all of a customer's health insurance premiums.
• Finalizing setup by connecting customers with their chosen health insurance company.