Diligent office assistant/receptionist with solid background in managing client intake processes. Successfully streamlined intake procedures, enhancing efficiency and client satisfaction. Demonstrated strong organizational and communication skills, ensuring accurate data collection and effective client support.
Overview
8
8
years of professional experience
Work History
Server
Olive Graden-The Villages, FL
10.2024 - Current
Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Served food and beverages promptly with focused attention to customer needs.
Worked with POS system to place orders, manage bills, and handle complimentary items.
Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
Cultivated warm relationships with regular customers.
Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
Licensed Health Insurance Agent
Enhance Health LLC-Sunrise, FL
07.2023 - Current
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
Intake Specialist/Receptionist
Aronson Mayefsky & Sloan-New York, NY
09.2018 - 05.2020
Gather, process and manage client information and integrate it into the organization's system. Uploads digital files and data.
Organizes and archives records and documents.
Makes copies of paperwork and distributes as needed.
Retrieves data and files for other departments and personnel.
Uses alphabetical and numerical systems to organize paper and electronic records documents.
Greet and welcome guest, answer, screen and forward calls, schedule appointments.
Answered phone calls and provided new clients with required paperwork to initiate service.
Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
Completed intake assessment forms and filed clients' charts.
Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
Utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support.
Copy and Print Associate
WilmerHale-New York, NY
02.2017 - 09.2018
Receives various materials to be photocopied such as newsletters, transparencies, books, presentations and other copying requests; Sorts copy requests, operates several high-speed copiers; Operates a variety of related machines such as printers and binders.
Operated copiers and printers, trimmed stock to special sizes and bound booklets using spiral or saddle-stitch techniques to complete customer job requests.
Answered phone calls to provide prompt and courteous answers to questions and encourage customer store visits.
Streamlined workflow for increased productivity by organizing and prioritizing print projects.
Implemented specific client requests to customize their printed materials according to desired specifications.
Created customized options and solutions to meet customer unique copy and printing needs.
Collaborated with team members to maximize efficiency, resulting in a more cohesive work environment.
Optimized digital file formats for best possible printing results through proper image resolution adjustments.