Maintained open lines of communication with clients, providing prompt responses to inquiries and concerns regarding their retirement plans.
Managed sensitive information with strict confidentiality and modeled ethics and professionalism.
Provided exceptional customer service by using active listening skills to 50+ clients daily by phone.
Ensured timely and accurate processing of contribution changes, loan requests, and distribution transactions for client accounts.
Lead Teacher, Preschool Classroom
Betsey’s Learning Tree
11.2020 - 04.2024
Planned and implemented different daily activities to enhance overall development and growth of every student.
Maintained patience and level-headedness in diverse situations to support student development and personal growth.
Assisted and supervised 12 preschool age children through entire day.
Monitored students' academic, social, and emotional progress and recorded in individual files.
Summer Program Teacher
Betsey’s Learning Tree
05.2022 - 08.2022
Built positive relationships with students, parents and team members to achieve smooth and productive program experience.
Managed daily classroom operations efficiently, adhering to established schedules and maintaining a safe environment at all times.
Planned and delivered interactive crafts and activities to groups of 18 kids.
Ensured accurate record-keeping of attendance, incident reports, and evaluation data for informed decision-making processes in future programs.
Eligibility Referral Specialist II
Washington Co. Dept. of Job and Family Services
08.2019 - 12.2019
Served the community by determining eligibility for various government aid programs.
Managed a caseload of 600 clients by maintaining detailed case histories, metrics and reports to meet strict standards.
Conducted intake interviews and completed assessments to understand client needs.
Increased family stability by providing crisis intervention and connecting them to appropriate community supports.
Barista
Stoked Coffee
11.2018 - 07.2019
Enhanced customer satisfaction by crafting high-quality coffee beverages and providing exceptional service.
Elevated customer loyalty by using strong communication abilities to resolve customer problems.
Displayed strong problem-solving abilities when addressing customer complaints or concerns promptly while maintaining professionalism at all times.
Collaborated with team members to deliver timely and accurate orders during peak hours.
Resident Director
Upward Bound College Prep Academy
06.2015 - 08.2018
Organized extracurricular activities related to college preparation for 40+ high school students daily, equipping them with valuable skills needed for post-secondary success.
Built positive relationships with students, parents and team members to achieve smooth and productive program experience.
Mentored struggling students through one-on-one tutoring sessions, leading to improved academic performance and increased confidence in their abilities.
Organized extracurricular activities related to college preparation, equipping students with valuable skills needed for post-secondary success.
Admissions Advisor
Washington State Community College
08.2017 - 07.2018
Increased visibility of program offerings by representing our institution at various education conferences and events.
Enhanced overall student satisfaction by providing exceptional customer service and guidance throughout the admissions process.
Served as a positive ambassador for our institution by maintaining a professional demeanor and demonstrating genuine enthusiasm for the programs and services offered.
Improved student enrollment rates by conducting informative campus tours and personalized admissions counseling sessions.
Education
Bachelor of Science - Communication Sciences And Disorders
Ohio University
Athens, OH
05.2017
Associate of Arts - Liberal Arts
Washington State Community College
Marietta, OH
05.2013
Associate of Science - General Science
Washington State Community College
Marietta, OH
05.2013
Skills
Customer service
Active listening
Critical thinking
Data entry
Computer proficiency
Conflict resolution
Interpersonal and written communication
Client relationship building
Support inquiry assistance
Certification
Licensed Life and Health Insurance Agent
Timeline
Client Service Specialist
Schwendeman Agency, Inc.
04.2024 - Current
Summer Program Teacher
Betsey’s Learning Tree
05.2022 - 08.2022
Lead Teacher, Preschool Classroom
Betsey’s Learning Tree
11.2020 - 04.2024
Eligibility Referral Specialist II
Washington Co. Dept. of Job and Family Services
08.2019 - 12.2019
Barista
Stoked Coffee
11.2018 - 07.2019
Admissions Advisor
Washington State Community College
08.2017 - 07.2018
Resident Director
Upward Bound College Prep Academy
06.2015 - 08.2018
Bachelor of Science - Communication Sciences And Disorders
Director of Social Media / Influencers at The Zimmerman Agency / Bright Red AgencyDirector of Social Media / Influencers at The Zimmerman Agency / Bright Red Agency