- Freelance Professional and Creative Writer and Editor
KATANA MCDANIEL
Tempe,AZ
Summary
Detail-oriented and dedicated Administrative Assistant with a proven track record of delivering exceptional customer service in dynamic, fast-paced environments. Backed by a proven track record of strong decision-making abilities, effectively managing multiple concurrent tasks while maintaining high standards of quality. A self-motivated professional thriving in both independent and collaborative settings, consistently contributing to team success and organizational goals. Committed to enhancing operational efficiency and fostering positive relationships with clients and colleagues.
Overview
9
9
years of professional experience
Work History
ADMINISTRATIVE ASSISTANT
LIBERTY AWNINGS AND SHADES
02.2019 - 08.2025
- Responsible for reviewing pricing and contracts, booking and processing orders, running deposits and final payments through Authorize, and managing schedules
- Updated Excel spreadsheets and databases to track, analyze, and report on performance and sales data.
- Directed inquiries to appropriate personnel, responded to customer requests in a timely manner
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Facilitated communication between clerical, production, and installation staff
INSURANCE AGENT
BANKERS LIFE AND CASUALTY
11.2018 - 02.2019
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Conducted annual reviews of existing policies to update information.
CREW MEMBER
FIVE GUYS BURGERS AND FRIES
05.2016 - 08.2018
- Kept food preparation area, equipment, and utensils clean and sanitary.
- Provided excellent customer service by greeting customers and meeting quality expectations.
- Stocked shelves to organize aisles in assigned department.
- Operated cash register to ring up final bill and process various forms of payment.
- Trained new team members on procedures, customer service, and sales techniques.
- Prepared products following restaurant, health, and safety standards and procedures.
Education
Bachelor of Science - Business Administration And Management
Southern New Hampshire University
Hooksett, NH03-2027
High School Diploma -
CALIFORNIA VIRTUAL ACADEMY
San Diego, CA05-2017
Skills
- Records retrieval
- Filing
- Reception oversight
- Bookkeeping
- Spreadsheet development
- Billing and invoicing
- Microsoft Office
- Quickbooks
Interests
Timeline
ADMINISTRATIVE ASSISTANT
LIBERTY AWNINGS AND SHADES
02.2019 - 08.2025
INSURANCE AGENT
BANKERS LIFE AND CASUALTY
11.2018 - 02.2019
CREW MEMBER
FIVE GUYS BURGERS AND FRIES
05.2016 - 08.2018
Bachelor of Science - Business Administration And Management
Southern New Hampshire University
High School Diploma -
CALIFORNIA VIRTUAL ACADEMY
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