Julianne Orsi
West Palm Beach,FL
Summary
Personable Office Administrator with experience prioritizing multiple tasks to ensure seamless daily branch operations. Talented problem-solver managing workloads while greeting visitors, answering incoming phone calls, collaborating with management, and fulfilling staff members' requests. Professional and welcoming in creating upbeat work environment.
Overview
2
2
years of professional experience
Work History
Office Administrator/Technology Liaison
UBS Financial Services
05.2022 - Current
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions
- Served as primary point of contact for 40+ branch employees to provide on-site and virtual technical assistance.
- Installed, configured, tested and maintained operating systems, application software, and system management tools.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Scheduled conference rooms, prepared agendas, and maintained calendars to prepare for meetings and events.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
Insurance Representative
Brightway Insurance
08.2021 - 04.2022
- Supported customers in insurance application completion while liaising between company and client.
- Conducted prospective client interviews to assess needs, policy requirements and financial resources for best plan options for individuals.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Performed policy renewal and record retention.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Education
Bachelor of Arts - Natural Science & Mathematics, Minor in Biology
Felician University
Lodi, NJ05.2021
Skills
- Office Administration
- Technical Support
- Schedule and Calendar Management
- Billing and Coding
- Event Coordination
- Office Supply Management
Timeline
Office Administrator/Technology Liaison
UBS Financial Services
05.2022 - Current
Insurance Representative
Brightway Insurance
08.2021 - 04.2022
Bachelor of Arts - Natural Science & Mathematics, Minor in Biology
Felician University
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