Lisa Myers
Exton,United States
Summary
Creative and engaging senior professional with 30+ years experience in organizing, planning, and managing daily operational needs. Leader dedicated to aligning organizational business goals with quality work to achieve consistent success.
Overview
38
38
years of professional experience
Work History
Account Manager
Travelers Insurance
Exton, PA
01.2023 - Current
- Developed and maintained relationships with underwriting to ensure customer satisfaction.
- Managing monthly transactions for RAC Bond program and ACA Program in Bond Express.
- Manage assigned duties simultaneously with working on multiple projects to assist underwriting with bulk cancellation or renewal transactions.
- Assist Underwriting with Diary follow-ups for Bond Form and Application compliance with maintaining accurate records in the EFC.
- Manage the Communications Que with email routing for agents requests to proper underwriter for appropriate action.
- Assist in Operations with back up roles as identified in the OPS Matrix with regards to physical mail/certified mail and Fed Ex and UPS mailings.
- Created Procedure Manuals for all currently assigned workflow within Operations.
- Field phone calls and route to appropriate Travelers area.
Director of Operations
Boulden Energy Systems
King Of Prussia, PA
04.2014 - 05.2022
- Coordinated procurement of materials for design build projects with tracking all aspects of procurement/vendor timelines for bill of materials. Communicated timelines to customer project managers to streamline material delivery as well as installation schedules. Triggered invoicing as well as delivery of project materials. Spreadsheets created to track all aspects of the project from date of purchase order thru delivery to construction site.
- Increased customer retention and expansion of new sales as a result of improved operational efficiencies with more emphasis on administrative support to our customer project managers.
- Created, documented and implemented administrative processes to reduce process gaps.
- Communicated and negotiated with vendors on purchases related to personnel, facilities and office administration.
- Fostered relationships with customers to expand customer base and retain business.
- Input customer data into system, updating information regularly.
- Coordinating and finalized sales proposals to complete purchases and addendum modifications.
- Negotiated contracts and closed agreements to maximize profits.
Sales Coordinator
Robert Brown Associates
Aston, PA
05.2011 - 04.2014
- Prepared presentations and communications materials for senior leadership team as well as conducted monthly staff meetings for updates and troubleshooting on existing in house projects.
- Attended and recorded sales meeting minutes, distributed meeting notes and assigned follow-up actions.
- Customer service and support by remaining poised in most stressful situations.
- Responded to inbound inquiries from customers, vendors and partners with courteous attitude.
- Handled sales representative inquiries related to orders, product replacements and credits.
- Entered orders in company systems to process internet and email sales requests.
- Managed and monitored priority order progress and facilitated fulfillment .
- Supported sales leaders in scheduling customer meetings, booking travel and securing hotel accommodations.
- Coordinated and finalized sales proposals to complete purchases.
Office Manager
De Michele Inc.
Aston, PA
05.2009 - 05.2011
- Supervised staff members, organized schedules and delegated tasks.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Elevated customer satisfaction ratings by resolving client and case issues effectively.
- Automated office operations for managing client correspondence, payment scheduling, record tracking and data communications.
- Provided administrative support to management team including preparing reports and presentations.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Ordered supplies and equipment to maintain adequate inventory levels.
Transcription Supervisor
Pain Managment and MRI
Folsom, PA
03.2006 - 05.2009
- Supervised and managed a team of five transcriptionists to ensure that all work was completed accurately and on time.
- Developed and implemented policies and procedures to increase efficiency and accuracy in the transcription process.
- Performed regular audits of transcribed documents to check for errors or omissions.
- Drafted performance reviews for each employee at least once a year based on their productivity levels and job performance objectives achieved.
- Tracked daily output metrics including turnaround times, average words per hour, error rates., using specialized software applications.
- Managed workflow by assigning tasks according to individual skill sets while ensuring that all deadlines were met.
- Demonstrated knowledge of HIPAA Privacy and Security Regulations by appropriately handling patient information.
- Demonstrated extremely fast and accurate typing abilities.
- Identified errors in reports which could compromise patient care.
- Maintained high accuracy rate on daily production of completed reviews.
Medical Transcriptionist
Professional Transcription Services
Newtown Square, PA
03.1998 - 03.2006
- Transcribed medical dictation from physicians, including patient histories, physical examinations and discharge summaries.
- Maintained confidentiality of patient information according to HIPAA regulations.
- Researched discrepancies between dictated reports and transcribed documents as needed.
- Monitored incoming dictations for timely completion of assigned tasks.
- Created templates for frequently dictated reports in order to streamline workflow processes.
- Evaluated audio recordings for clarity prior to beginning transcription work.
- Produced high-quality transcripts while meeting tight deadlines set by supervisors or clients.
- Demonstrated extremely fast and accurate typing abilities.
Executive Assistant to Manager of Engineering
United Engineers
Philadelphia, PA
01.1987 - 05.1993
- Supported Manager of Engineering and Manager of Staffing for the Eastern Division office as well as provided administrative support for six Chief Discipline engineers
- Developed and maintained a confidential database for annual performance appraisals for over 1,000 employees
- Maintained and utilized an employee manpower database of the engineering disciplines in conjunction with HR department for manpower forecasting as well as performance appraisals.
- Coordinated in-house vendor and educational seminars for the engineering disciplines
- Calendar coordination and scheduling, travel arrangements, and expense reports.
Executive Administrative Assistant
CoreStates Bank
Philadelphia, PA
01.1986 - 01.1987
- Managed Vice President's calendar and prepared meeting agenda and materials.
- Provided additional administrative support to 8 Trust Officers
- Documented and routed business correspondence to manage office paperwork.
- Transcribed dictated office memos and meeting notes.
- Organized financial records for legal team for audits.
- Scheduled conferences and made hotel, airfare and ground transportation arrangements and reservations.
- Opened, sorted and responded to routine correspondence on behalf of business leaders to facilitate communication and streamline processes.
Education
High School Diploma -
West Catholic Girls High School
Philadelphia06.1985
NJ 1536331 -
The Real Estate School
Cherry Hill, NJ10.2015
PA RS335730 -
Polley Associates School of Real Estate
Newtown Square PA2016
Skills
- High level schedule management
- Deadline oriented
- Customer service excellence
- "To Do" List oriented
- Purchasing and planning
- Performance improvements
- Proficient in Microsoft Office Suite
- Social Media Savvy/Canva/Vimeo Marketing
- Brand development and awareness
- Accounts Receivables/Collections
- CRM and office management software
- Proficient in Multitasking and results oriented
- Proactive problem solver
Timeline
Account Manager
Travelers Insurance
01.2023 - Current
Director of Operations
Boulden Energy Systems
04.2014 - 05.2022
Sales Coordinator
Robert Brown Associates
05.2011 - 04.2014
Office Manager
De Michele Inc.
05.2009 - 05.2011
Transcription Supervisor
Pain Managment and MRI
03.2006 - 05.2009
Medical Transcriptionist
Professional Transcription Services
03.1998 - 03.2006
Executive Assistant to Manager of Engineering
United Engineers
01.1987 - 05.1993
Executive Administrative Assistant
CoreStates Bank
01.1986 - 01.1987
High School Diploma -
West Catholic Girls High School
NJ 1536331 -
The Real Estate School
PA RS335730 -
Polley Associates School of Real Estate