Desired Job Title
Office ManagerLicensed Insurance ProducerWork Type
Full TimeLocation Preference
RemoteOn-SiteHybridLocation: Lawrenceville, IL, US
Open to relocation: Yes
Open To Work
Verified
This profile is verified using an email address.
Kathy (Kat) Gerritsen
Lawrenceville,IL
Work Preference
Summary
Results-driven office manager known for fostering a collaborative team environment and delivering exceptional customer service. Expertise in training staff, optimizing workflows, and maintaining confidentiality while managing sensitive information.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Office Manager
State Farm
Lawrenceville, IL
09.2010 - Current
- Managed daily office operations, ensuring smooth workflow and adherence to company policies.
- Developed and implemented efficient filing systems, enhancing document retrieval efficiency for staff.
- Coordinated scheduling and logistics for meetings, optimizing time management across departments.
- Trained and mentored new administrative staff, fostering a collaborative team environment.
- Oversaw inventory management processes, maintaining adequate supplies while reducing waste.
- Streamlined communication channels between departments, improving information flow and response times.
- Led initiatives to enhance office productivity through the adoption of new technologies and tools.
- Conducted regular performance evaluations of administrative team members, promoting professional development opportunities.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
- Improved team morale and cohesion with regular team-building activities and open communication channels.
- Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
- Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Completed bi-weekly payroll for 5 employees.
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
Licensed Insurance Producer
State Farm
Lawrenceville, IL
09.2010 - Current
- Developed customized insurance plans to meet client needs and enhance satisfaction.
- Educated clients on policy options, coverage details, and claims processes.
- Analyzed market trends to identify new business opportunities and improve sales strategies.
- Trained and mentored junior agents on best practices for client engagement and policy sales.
- Cultivated long-term relationships with clients, resulting in increased retention rates.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Delivered exceptional service during high-pressure situations, such as addressing urgent client concerns or managing large-scale emergencies, maintaining a calm and professional demeanor throughout.
- Built strong relationships with clients, leading to increased referrals and business growth.
- Increased client satisfaction by providing personalized insurance consultations and recommending tailored coverage plans.
- Maintained up-to-date records of client interactions, policy changes, and renewals in the agency management system.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Education
Bachelor of Science -
State Of Illinois
Skills
- Customer service
- Office management
- Organizational skills
- Office administration
- Clear oral/written communication
- Payroll and budgeting
- Account reconciliation
- Employee supervision
- Human resources
- Staff hiring
Certification
- CNP - Certified Notary Public
Timeline
Office Manager
State Farm
09.2010 - Current
Licensed Insurance Producer
State Farm
09.2010 - Current
Bachelor of Science -
State Of Illinois