Katherine McMillan
Ocean Springs,MS
Summary
Seeking a challenging and rewarding opportunity as an Administrative Assistant in support of a Director and/or department with The Home Depot. I am eager to apply seven years of administrative experience to this exciting career!
Overview
8
8
years of professional experience
Work History
Remote Sales Agent
Gary Smith Medicare Agency
Pascagoula, MS
09.2023 - 02.2024
- Worked remotely for Medicare Annual Enrollment as a seasonal position.
- Sold, processed, and serviced Medicare insurance policies via phone and computer correspondence.
- Handled and promptly resolved customer concerns to maintain professional relationships.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
VP of Operations
Gary Smith Medicare Agency
02.2022 - 06.2023
- Managed overall operations of a busy insurance agency and assisted owner in all major financial business decisions.
- Maintained Life and Health Insurance License.
- Worked side by side with the owner, assisted with his emails, and corresponded with his clients by phone, email, and in person to ensure their needs were met.
- Drafted letters to be mailed to over 6,000 clients.
- Managed/monitored multiple email inboxes that were heavily used in peak business seasons.
- Responsible for hiring new team members, created, and executed sales strategies, and assisted in managing office budget.
- Worked closely with advertising teams to improve our logos and branding.
- Able to work under pressure to meet deadlines, while prioritizing workload.
Office Manager
Gary Smith Medicare Agency
Pascagoula, MS
06.2019 - 01.2022
- During this time (2021) I received my Life and Health Insurance License.
- Managed staff of eleven, ensuring day-to-day operations ran smoothly.
- Held staff meetings to ensure office morale remained healthy.
- Completed individual evaluations to provide staff with performance reports highlighting their strengths and weaknesses.
- Spoke with and emailed clients daily to assist agents and owner with ensuring client satisfaction.
- Processed owners applications and completed sales, per his request.
Administrative Assistant
Gary Smith Medicare Agency
Pascagoula, MS
05.2016 - 05.2019
- Gatekeeper of business.
- The first voice heard over the phone when clients call in and the first face seen when clients come in for appointments.
- Scheduled appointments for new and existing clients.
- Input the client's personal information into the Agency Management System (AgencyBloc).
- Loaded written applications into the system and created policies in the system.
- Emailed clients upon owner and agents request.
- Answered questions from clients to prevent owner and agents from getting bogged down.
- Notated all correspondences in the system.
Education
Associate Of Arts And Sciences - Education
Rowan College At Burlington County
Pemberton, NJLife and Health Insurance License -
01.2021
Skills
- Remote Experience
- Data Entry
- Microsoft Office
- Microsoft Outlook
- Customer and Client Relations
- Multitasking
- Independent
- Friendly and Outgoing
Timeline
Remote Sales Agent
Gary Smith Medicare Agency
09.2023 - 02.2024
VP of Operations
Gary Smith Medicare Agency
02.2022 - 06.2023
Office Manager
Gary Smith Medicare Agency
06.2019 - 01.2022
Administrative Assistant
Gary Smith Medicare Agency
05.2016 - 05.2019
Associate Of Arts And Sciences - Education
Rowan College At Burlington County