Kelly Bertolino
Palm Beach Gardens,FL
Summary
Dedicated and motivated professional with over 25 years experience working as an executive assistant to both the CEO and the team as a whole. Knowledgeable and dedicated customer service professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
27
27
years of professional experience
Work History
Executive Assistant
Egan Lynch Financial
04.1999 - 07.2024
- Managed day to day operations of office
- Cultivated strong relationships with clients by providing excellent customer service and following up on claims and inquiries
- Maintained accurate records for electronic and hard copy filing system
- Processed all Life, Disability, and LTC applications from start to issue ensuring all underwriting issues were promptly addressed
- Updated and maintained CRM system
- Assisted in prep of reports for client meetings
- Managed agent licenses and professional organization renewals.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Developed strong relationships with vendors leading to improved contract terms resulting in cost savings for company.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Assisted with onboarding new clients and securing paperwork completion.
Sales Associate
The Loft
08.2015 - 05.2017
- Duties and responsibilities included working closely with customers to determine their needs, answer their questions about products and recommend the right solutions
- Handled Inventory and online order fulfillment.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Managed returns, exchanges and refunds in accordance with store policy.
- Prepared merchandise for sales floor by pricing or tagging.
- Answered customer questions about sizing, accessories, and merchandise care.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Helped customers locate products and checked store system for merchandise at other sites.
Cardiac Dept Secretary
Ocean Medical Center
08.1997 - 06.1998
- Scheduled all outpatient procedures
- Worked with insurance companies to confirm, coverage and get approvals
- Uploaded all completed test results to system
- Handled and processed all medical record requests.
- Handled sensitive information with discretion while maintaining strict confidentiality standards as outlined in company policies and legal regulations.
- Entered data into system and updated patient contacts with information to keep records current.
Education
Bachelor of Science - Business Marketing
Old Dominion University
Norfolk, VA12.1989
Skills
- Microsoft Office
- Google Suites
- Zoom
- Adobe Illustrator
- A360
- Advisor's Assistant
- Executive Support
- Administrative Support
- Office Management
Timeline
Sales Associate
The Loft
08.2015 - 05.2017
Executive Assistant
Egan Lynch Financial
04.1999 - 07.2024
Cardiac Dept Secretary
Ocean Medical Center
08.1997 - 06.1998
Bachelor of Science - Business Marketing
Old Dominion University
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