Resourceful administrative professional experienced in supporting daily operations and client communications in fast-paced settings. Demonstrates strong organizational skills with proficiency in scheduling, document preparation, and office software. Known for attention to detail and effective multitasking, consistently enhancing operational efficiency. Eager to contribute a proactive approach and practical experience to support a financial advisory practice.
Overview
4
4
years of professional experience
2027
2027
years of post-secondary education
1
1
Language
Work History
Account Manager
State Farm
09.2024 - Current
Collected premiums and fees, built reserves, and processed policyholder payments, ensuring financial stability and accurate documentation
Advised clients on investments and managed portfolios utilizing a client management system to track interactions and follow-up communications
Mitigated risks by protecting against potential losses, delivering timely documentation and compliance guidance in financial operations
Proven ability to learn quickly and adapt to new situations.
Skilled at working independently and collaboratively in a team environment.
Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Adaptable and proficient in learning new concepts quickly and efficiently.
Assistant Manager
Hardee's Restaurant
08.2021 - 09.2024
Resolved customer complaints and documented communications effectively to maintain customer satisfaction
Trained over 20 new employees and delegated daily tasks, facilitating efficient operations and team coordination
Prepared detailed shift summary reports and coordinated meeting scheduling for supervisors, supporting smooth administrative functions
Assisted coworkers with special tasks and contributed to project coordination efforts, ensuring operational continuity
Collaborated in setting and monitoring store goals, consistently tracking progress and preparing performance documentation
Managed inventory levels by conducting regular audits and ordering supplies, utilizing Microsoft Office proficiency for accurate reporting
Analyzed sales data trends to adjust strategies and support informed decision-making
Supervised administrative support staff by providing compliance guidance, constructive feedback, and mentorship
Enhanced employee productivity through effective time management strategies, resulting in improved operational efficiency
Organized and conducted quarterly staff training sessions, preparing presentations and documents to inform the team on administrative protocols
Cashier
Hardee's Restaurant
04.2021 - 08.2021
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels
Reconciled cash drawer at the start and end of each shift, accounting for errors, and resolving discrepancies
Built strong relationships with customers to encourage repeat business, enhancing customer loyalty and satisfaction
Assisted customers with returns, refunds, and resolving transaction issues, improving customer satisfaction and retention
Lifted up to 30 pounds at once and used forklift to move heavier loads
Restocked and organized merchandise in front lanes, ensuring a visually appealing and efficient shopping experience for customers
Mentored new employees on cashier duties and best practices, improving overall staff performance
Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment
Boosted team efficiency by sharing best practices in cash handling and customer interaction, leading to faster checkout times and improved customer service
Encouraged customers to make additional purchases by highlighting current deals and keeping lane well-stocked
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm