Summary
Overview
Work History
Education
Skills
References
Timeline
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Kaylyn Freeman

Kaylyn Freeman

Salt Lake City,UT

Summary

Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, database management and contract management. Recognized for exemplary customer service and team collaboration.

Overview

8
8
years of professional experience

Work History

Business Support Administrator

ConsultNet/SaltClick
Murray, UT
07.2022 - 03.2024
  • Export weekly time entries from Salesforce & post entries into the accounting program.
  • Verify information, combine duplicate data or purge files to eliminate redundancies
  • Maintain operations by following policies & procedures and reporting needed changes.
  • Managed customer accounts to ensure timely payments were made on time according to agreed terms.
  • Created invoices and tracked payments to reconcile accounts receivable ledger each month.
  • Performed data entry tasks accurately into various software applications used by the business operations team.
  • Developed strategies for streamlining processes within the department to improve efficiency.
  • Reviewed contracts & updated changes as need before month end invoicing occurred.
  • Provided administrative support to the business operations team by maintaining records, preparing reports and organizing documents.
  • Coordinated with other departments within the organization to ensure that all information was up-to-date and accurate.

Licensing Advocate

GoHealth
Pleasant Grove, UT
07.2021 - 03.2022
  • Collaborated with agents and the program administrator in the certification process for State- Based Marketplaces, FFM & Medicare Certifications.
  • Updated systems and databases with accuracy. Troubleshooted technology issues related to license status that impact an agent's ability to sell.
  • Assisted agents with completing forms for licensing, appointments and recertification; gathered documentation and transmitted it securely and discreetly.
  • Maintained discretion and adherence to privacy and confidentiality policies.
  • Obtained and notarized affidavits and other state licensing documentation.

Solar Performance Specialist

Vivint Solar
Lehi, UT
10.2020 - 07.2021
  • Diagnose the Performance Value systems.
  • Develop and administer remediation.
  • Troubleshoot and resolve warranty issues.
  • Schedule, confirm and optimize tech schedules.
  • Attend webinar calls and correlation meetings.
  • Comply with key performance indicators set by regional field managers.
  • Maintain the highest level of professionalism while interacting directly with Vivint Solar customers.

Project Manager

Liquid Engineering Corporation
Billings, MT
10.2019 - 10.2020
  • Oversee/manage projects and accounts across seven states.
  • Obtain required paperwork for bids and proposals.
  • Distribute the scheduling and billing information to appropriate departments.
  • Report and follow up with the clients regarding equipment maintenance and repairs after reviewing the OSHA & AWWA reports.

Team Lead, Front Office

Brewer Dental Center
Billings, MT
01.2016 - 10.2019
  • Review & manage doctor's and hygienist's schedules.
  • Responsible for opening and closing reports & duties, manage funds and put together daily deposits.
  • Submit claim information to insurance carriers.
  • Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
  • Resolved escalated customer complaints or queries promptly and efficiently.
  • Ensured compliance with company policies and procedures throughout the team.

Education

A.A.S. -

Utah Valley University

Skills

  • Office Management
  • Accounting Software
  • Team Collaboration
  • Scheduling appointments
  • Document Management
  • Effective Communication
  • Microsoft Office Suite
  • Eye for detail

References

  • Jared Mills 801.232.0633
  • Meylin Hu 908.295.6551
  • Brad Seim 801.550.5665
  • Dan Eyring 801.671.5496

Timeline

Business Support Administrator

ConsultNet/SaltClick
07.2022 - 03.2024

Licensing Advocate

GoHealth
07.2021 - 03.2022

Solar Performance Specialist

Vivint Solar
10.2020 - 07.2021

Project Manager

Liquid Engineering Corporation
10.2019 - 10.2020

Team Lead, Front Office

Brewer Dental Center
01.2016 - 10.2019

A.A.S. -

Utah Valley University

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Kaylyn Freeman