Kelly Gervais
Myrtle Beach,SC
Summary
Experienced Office Management and Administration Professional who specializes in optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable. Supportive leader that blends advanced organizational, technical and business processes to ensure operational and service excellence.
Overview
29
29
years of professional experience
Work History
Office Manager
Stars & Strikes Entertainment Centers
02.2023 - Current
- Protected the privacy of company documents and personnel records by exercising discretion in handling sensitive information.
- Implemented comprehensive training program for new hires, improving their integration into team and productivity.
- Consistently provided exceptional customer support by promptly resolving client inquiries and concerns using both phone calls and email correspondence.
- Maintained precise financial records through regular reconciliation of accounts payable/receivable transactions, guaranteeing balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Contributed to the recruitment process by conducting interviews and facilitating seamless onboarding of new employees.
- Aided in the accomplishment of department goals through thorough administrative assistance, such as generating reports and inputting data.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
- Increased office productivity through the implementation of streamlined filing systems, facilitating quicker access to essential documents.
- Demonstrated exceptional commitment to confidentiality by safeguarding sensitive employee and client information, promoting trust and integrity.
- Coordinated with IT department to enhance office technology and improve overall efficiency and data security.
Agency Manager
Gervais Insurance Agency
11.1995 - 01.2022
- Owned and managed an independent insurance agency representing 11 major insurance carriers as a satellite office successfully for 24 years.
- Resolved up to 20 customer financial discrepancies and billing issues per day while processing service applications and cancellations.
- Educated customers on important policy documents through careful explanation and attention to detail.
- Analyzed individual customer policy needs and presented the 3 best options personalized to those needs.
- Strategically would upsell other available products that may be applicable at the time of policy purchase to reach agency goals.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Scheduled meetings and phone calls with potential clients to present insurance policies and answer questions.
- Improved office operations, maintaining records, tracking data and promoting clear internal communications.
- Cultivated lasting professional relationships and grew client referrals to promote agency success.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Reviewed monthly financial results with partners to identify opportunities to improve profitability.
- Conducted monthly banking reconciliation of client and business accounts.
- Collaborated with colleagues to evaluate business needs and implement operational improvements.
- Stayed current and up to date of industry changes to amend insurance programs for existing and prospective clients.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
- Collaborated with marketing representatives from various companies and develop strategic plans to aid clients with coverage needs.
- Prepared documentation to file annual taxes for the business.
- Maintained and organized office inventory supply shipments on an as needed basis.
- Performed bookkeeping, accounts payable and accounts receivable to insure successful business operations.
Education
High School Diploma -
Killingly High School
Dayville, CT06.1990
Skills
Advertising: Created weekly advertisement in regional newspaper to increase customer prospects
Professional Development: Attended national Safeco Insurance conference in West Baden Springs, Indiana Continued education every 2 years to comply with state recommendations and license renewal
Software Knowledge: Frequently utilizing Quickbooks, Microsoft Office,Excel,ADP,Make Shift and Outlook Comfortable with customer e-portals for processing payments Able to learn new software systems quickly
Professional Attributes:
- Negotiation and Conflict Resolution
- Calm Under Pressure
- Performance Tracking and Evaluation
- Reconciling of Business and Client Accounts
- Customer Service
- Strong Organizational Skills
- Excellent Multi-Tasking Ability
- Proficient Data Entry and Retrieval
- Clear Oral/Written Communication
- Scheduling and Calendar Management
- Administrative Support
- Bookkeeping, Budgeting and Payroll Management and Fiscal Reporting
- Mail Handling
- Staff Management and Team Supervision
- Policy Implementation
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Office Manager
Stars & Strikes Entertainment Centers
02.2023 - Current
Agency Manager
Gervais Insurance Agency
11.1995 - 01.2022
High School Diploma -
Killingly High School
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