Looking for: Full time Employment
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Open To Work
Hi, I’m
Kayla Rozich
Kemah
Summary
Overview
19
years of professional experience
2
years of post-secondary education
Work History
Coface Global Credit Insurance
AO Officer - Data Entry
08.2023 - Current
Job overview
- Efficiently Assess and process New Business applications into Centrix and through to Autonomy.
- Management of buyer submissions and follow up, including proper buyer identification, pushback on auto decisions or appeals, and report generation.
- Timely handling of the KYC, KYI and booking process through all necessary systems and workflow tools.
- Compliance - Demonstrate a commitment to compliance and participate appropriately in compliance duties.
- Risk Management - 100% participation and completion of risk management and cybersecurity training or awareness programs in a timely manner.
- Provide support to the Account Executive which may include the following:
- Execution of coverage clean up.
- Processing of KYC or KYI documentation through the workflow tool.
- Help in execution of the booking process.
- Support of renewal activities is subject to availability of time outside of new business and other portfolio support activities.
- Support directly or indirectly our clients with timely and appropriate information, answers and timelines when needed.
- Manage and track EIC tasks from entry through to confirmation of completion and any necessary next steps.
- Demonstrate proficiency with Cofanet set up, training and support.
- Maintain current and accurate Centrix files on all new or existing customers and associated opportunities.
- Properly track ongoing activities related to initiatives or touch points made throughout the policy cycle.
- Turnover Declarations - Facilitate follow up reminders through the appropriate systems for tracking purposes and take any necessary proactive measures to ensure maximum completion.
- Aging Reports - Coordinate follow up communications within the sales team to support reduction of the DSO and avoid cancellation due to non-payment.
- ACH Documentation - Execute on plan to reach out to any policyholder that does not have current ACH instructions on file to proactive obtain and reduce wait time for any future payments from Coface.
- Participation in any additional short- or long-term initiatives designated for the Account Office team.
BeautyCounterConcord
Small Business Consultant
05.2019 - 05.2022
Job overview
- BeautyCounter is a direct sales company that allows you to run your own small business.
- As a Senior Consultant, I educated clients on our unregulated personal care laws while providing safer products for clients to switch too.
- To provide information and products, I organized and hosted small events with other small businesses, as well as managed my social media account, to provide up to date information on products and laws.
- I was responsible to meet 6-month goals and was invited to exclusive events after exceeding set goals.
- Additionally, my responsibilities included.
- Navigate the Beautycounter app daily, checking the dashboard to manage sales, marketing and earnings.
- Possessed exceptional organizational, time management and multi-tasking skills operating daily tasks such as emails, phone calls, and connecting with clients or small businesses to organize a pop up.
- Scheduled monthly pop-ups to share Beauty counter's mission and products.
- Enthusiastically connected with prospective buyers by identifying their unique beauty and lifestyle needs and matching them to the proper products.
- Created detailed product packages with information to address product questions at events.
- Working independently as well as cohesively with team members, evaluating customer product feedback, concerns, and complaints, and exercising good judgment to make appropriate decisions.
- Attended quarterly zoom meetings to stay up to date on new products, ingredients, and cosmetic laws.
- Concord, CA
Threefold Integrative MedicineEl Sobrante
Office Manager
08.2016 - 08.2017
Job overview
- Created a sense of warmth and professionalism for our patients.
- Patient communication in person, via multiple phone lines and email.
- Managed the Doctors personal and professional calendar.
- Wrote clear and concise communications to patients via e-mail & handwritten.
- Prepped and stocked treatment rooms.
- Recorded and mailed out deposits, handled cash drawer.
- Scheduled patients, made reminder calls.
- Sold remedies, supplements, and additional products.
- Ordering and stocking of retail products, clinic supplies, & inventory tracking.
- General office upkeep & cleaning, tending plants, resolving maintenance needs.
- Patients follow up, sending super-bills (scanning, faxing, and e-mailing).
- Help creating newsletters, marketing materials, educational materials.
- Filing, record keeping, and organization of office.
- Errands such as clinic purchases, post office drops & lunch pick ups.
- Experience using Word, Excel, Outlook, Docusign, Mailchimp, Square, Square Inventory, Genbook EMR.
- El Sobrante, CA
Ume YogaOakland
Studio Associate
04.2016 - 08.2016
Job overview
- Assisted with all grand opening procedures including membership sales, promotional events, and marketing.
- Manage opening and closing shifts and tasks with key holding responsibilities.
- Consistently provide excellent customer service while maintaining efficiency and organization.
- Oversee merchandise and membership sales using Excel and Mindbody Software.
- Manage and report daily/monthly sales to studio founder.
- Organize and interpret large amounts of customer data within the office database.
- Ensure daily tasks are done including maintenance of the bathrooms, sweeping/mopping studios, folding towels, restocking merchandise and dusting.
- General front desk duties include faxing, filing, ordering office supplies, flyers and posters and processing payments.
- Oakland, CA
Cranston Family HealthcareCalgary
Administrative Assistant
04.2014 - 08.2015
Job overview
- Managed opening and closing shifts and tasks.
- Checked patients in and out of appointment using Med Access EMR.
- Answered multiple phone lines while documenting patient concerns, complaints, and prescription renewal requests.
- Assisted three doctors daily by prepping patients, taking patient vitals, prepping syringes and sutures, and assisting the doctor in the room.
- Provided excellent customer service both in person and through telephone and email assistance.
- Assisted in managing Doctor referrals.
- Organized pharmaceutical luncheons.
- General office duties included filing, faxing, invoicing, ordering office supplies and processing any patient payments.
- Calgary, Alberta Canada
PrimeCare HealthCalgary
Administrative Assistant
06.2012 - 03.2014
Job overview
- Completed my 100-hour practicum.
- Checked patients in and out of appointment using Wolf EMR.
- Answered multiple phone lines while providing excellent customer service both on telephone and in person.
- Documented WBC visits and managed doctor referrals for patients.
- Organized pharmaceutical luncheons.
- Assisted several doctors through the day by prepping patients, taking patient vitals, prepping syringes and sutures, and assisting the doctor in the room.
- General office duties included filing, faxing, invoicing, ordering office supplies and processing any patient payments.
- Calgary, Alberta Canada
Moxies Classic GrillCalgary
Server/Bartender
09.2010 - 05.2012
Job overview
- Managed opening and closing shifts and tasks.
- Pro Serve Certified.
- Effectively work independently as well as in a team setting.
- Provided excellent customer service and experience while serving large parties regularly.
- Took initiative to upsell as well as recommend highly desired food or beverage options.
- Experienced in setting up and tearing down a bar.
- Organized beverage orders and bar supplies.
- Knowledgeable and tested on Food/Beverage ingredients.
- General duties included keeping sections, restaurant, and bar clean, running food and drinks, prepping, and clearing tables and processing customer payments.
- Calgary, Alberta Canada
Great EventsCalgary
Event Assistant/Administrative Assistant
05.2007 - 08.2010
Job overview
- Managed opening and closing shifts with key holding responsibilities.
- Assisted clients with mock table set ups for weddings and events.
- Processed payments and invoices of rental sales to customers and business clients.
- Provided excellent customer service both in person and through telephone and email assistance.
- Assisted in organizing booths and tables with mock set ups for Bridal expos around the Calgary area.
- General office duties included filing, faxing, and maintaining show room cleanliness.
- Assisted with events or weddings on weekends.
- Set up event spaces with decorations, furniture, and equipment.
- Provided excellent guest services by greeting attendees, answering questions, and addressing concerns.
- Found vendors for different preferences or themes, developed relationships, established favorable pricing and terms for the client(s).
- Displayed excellent organizational skills, ability to work independently and back up team members.
- Calgary, Alberta Canada
Education
200 Hour Yoga Teacher Training
University Overview
CDI College
Medical Office Assistant Diploma Program
University Overview
Foothills Composite/Alberta
High School Diploma
University Overview
Skills
- Executive Team Leadership
- Multiple Account Management
- Strong Verbal and Written Communication
- Inventory Report Generation
- Proven ability to Execute Booking and Renewal processes
- Exceptional Organization and Time Management
- Strong ability to Multitask
- Proven Sales and Customer Satisfaction
- Client/Vendor Relations
- Data entry
- Compliance management
- Sales support
References
References
Available upon requestLooking For
Looking For
Full time EmploymentActivities
Activities
- Natural Living Food Co-op & Café Volunteer, League City, Texas, Volunteer as needed within the Organic Gluten Free and Vegan café, making or serving food. Help stock or restock and price dry goods and tea. Document and track inventory via excel spreadsheet. Help customers with questions about alternative methods to ailments via teas, tinctures and herbs. Set up and take down Friday Farmers Market and help clients with membership pick ups. Put together Herb Shares for clients to pick up for their educational course.
- Just Be Yoga Teacher Training Volunteer Cook, Tahoe, CA, Summer 2016, Shopped and cooked for 100 people that attended the Yoga Teacher Training Retreat.
- KIND (Walnut Creek) Charity Volunteer, Walnut Creek, CA, 05/16, Volunteered to work the booth for my Yoga Studio that participated at the event.
- Earth Day Yosemite Clean up Volunteer, Yosemite, CA, 04/17, Worked with Team Rubicon to clean up and plant trees in Yosemite.
- NAMI Contra Costa, Pleasanthill, CA, 09/18, Raised money and partook in the Community Stroll for Mental Health.
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteHybridMinimum Desired Compensation
$55000/yrTimeline
AO Officer - Data Entry
Coface Global Credit Insurance
08.2023 - Current
Small Business Consultant
BeautyCounter
05.2019 - 05.2022
Office Manager
Threefold Integrative Medicine
08.2016 - 08.2017
Studio Associate
Ume Yoga
04.2016 - 08.2016
Administrative Assistant
Cranston Family Healthcare
04.2014 - 08.2015
Administrative Assistant
PrimeCare Health
06.2012 - 03.2014
Server/Bartender
Moxies Classic Grill
09.2010 - 05.2012
Event Assistant/Administrative Assistant
Great Events
05.2007 - 08.2010
200 Hour Yoga Teacher Training
03.2023
CDI College
Medical Office Assistant Diploma Program
06.2012
Foothills Composite/Alberta
High School Diploma
06.2006