Lissa Nelson
Carmichael,CA
Summary
Efficient Office Assistant experienced in managing high-volume calls in a remote work environment since 2020. Delivered exceptional customer service through strong interpersonal skills and a commitment to improving customer satisfaction. Focused on streamlining internal processes and embracing new challenges to drive positive outcomes.
Overview
1
1
Certification
26
26
years of professional experience
Work History
Office Associate
Gary Hernandez, State Farm Agent
Burlingame, California
09.2001 - 11.2027
- Managed daily office operations to ensure smooth workflow and efficiency.
- Coordinated scheduling for client and team appointments, optimizing time management and enhancing communication.
- Assisted clients with insurance inquiries and policy requests, ensuring accurate information and timely policy issuance.
- Processed payments and handled billing inquiries for various insurance services.
- Maintained organized filing systems for client documentation and correspondence.
- Cultivated customer relationships through effective communication and support strategies, fostering client trust and satisfaction.
- Collaborated with team members to streamline office procedures and enhance productivity.
- Assisted clients and guests in locating the right departments and personnel, enhancing their overall experience.
Education
Aragon
San Mateo, CASkills
- Office management
- Customer relationship management
- Client support
- Payment processing
- Office productivity
- Document organization
- Multi-line phone operations
- Reception duties
- Customer service
- Problem solving
- Attention to detail
Certification
- Property and Casualty licensed since 2002
Life/ Health licensed since 2003
Affiliations
- Gym workouts
Reading
Music/Concerts
Mom to a 12yr old daughter and active in her sports.
School volunteer few times a year.
References
References available upon request.
Timeline
Office Associate
Gary Hernandez, State Farm Agent
09.2001 - 11.2027
Aragon