MARI-BETH MCLAUGHLIN
Houston,TX
Summary
Adept Sr Account Manager with a proven track record at Travelers Insurance, enhancing customer satisfaction through expert resolution of disputes and innovative problem-solving. Skilled in Quickbooks and renowned for exceptional oral communication, I consistently exceed performance objectives. Specialize in streamlining operations and training teams, achieving significant efficiency improvements.
Overview
17
17
years of professional experience
Work History
Sr Account Manager
Travelers Insurance
Houston, TX
04.2018 - Current
- Manage multiple accounts in multiple offices.
- Reviewing bonds and contracts for contract and commercial bonds.
- Billing and issuing all bonds for all accounts.
- Resolved client issues in a timely manner while maintaining excellent customer service standards.
- Developed appropriate quotes based on risk information.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Provided guidance to principals regarding bonding process and best practices for obtaining a bond.
- Performed periodic reviews of existing accounts in order maintain accuracy of data on file.
- Maintained accurate records of all transactions including bond applications, underwriting notes, contracts and other related documents.
- Investigated non-performance issues that may lead to a claim on an issued bond.
- Collaborated with internal departments such as accounting, operations and legal when needed for resolution of disputes or claims matters.
- Recruited, hired and trained new hires to optimize profitability.
- Resolved customer disputes or complaints in a timely manner.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Updated and maintained databases with current information.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Account Service Representative
Henderson Consulting
Cypress, USA
09.2012 - 04.2018
- Prepare and Process payroll/expenses for all employees
- Process and reconcile all monthly credit card expenses invoices
- Manage different clients' open enrollments, making employee changes as requested
- Prepare invoices for clients monthly
- Conduct monthly bill audits for all client accounts ensuring accuracy
- Manage company generic e-mail account, responding to all e-mail requests
- Answer and direct all calls to the appropriate department
- Maintain work schedules and emergency contact phone list
- Escort & orientate incoming personnel
- Run company errands such as restocking office supplies, banking deposits, mailing etc
- Maintain and monitor office expenditures, filing structure and agendas
Assistant (part time)
Mandy Rochelle Designs
Houston, USA
01.2016 - 07.2016
- Process and reconcile all credit card expenses using Quickbooks
- Maintained and monitored office expenditures, filing structure and agendas
- Served as part time administrative support for the owner of the company while maintaining confidentiality
Nanny/House Manager
Leah Henderson
Cypress, USA
07.2007 - 09.2013
- Support the family with any house hold duties such as running errands, maintaining and scheduling workers at the home, keeping a daily activity and school schedule for the children, assisting with any homework and after school activities
- Providing safe and reliable care for the children during and after work hours
- Driving children to and from after school activities and appointments
Education
Suffolk County Community
Riverhead, NYSkills
- Microsoft Outlook
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Excel
- Quickbooks
- Hardware coordination
- Software coordination
- Troubleshooting
- Data importing
- Data exporting
- Oral communication
- Written communication
- People skills
- Detail-oriented
- Self-motivated
- Typing
- 10-key
- Multi-line phone system
- Facsimile
- Copier
- Document filing
Summary Of Experience
Over 12 years of proactive, successful, and progressive experience in planning, organizing, billing, account managing of clients, office management, leadership, management activities. Over 6 years of account managing experience in Construction Surety. Provide a full range of administrative services while managing tasks and demanding requests. Collaborates well with others and is able to quickly establish rapport with management, peers and clientele. Self-motivated and able to work without supervision. Able to quickly gain comprehensive job knowledge using multiple learning approaches. Capable of handling strict deadlines and potentially volatile situations. Possesses communication skills that demonstrate professionalism and confidential demeanor with flexibility to meet challenging demands. Manages customer resolution calls to ensure customer satisfaction and company retention requirements.
Timeline
Sr Account Manager
Travelers Insurance
04.2018 - Current
Assistant (part time)
Mandy Rochelle Designs
01.2016 - 07.2016
Account Service Representative
Henderson Consulting
09.2012 - 04.2018
Nanny/House Manager
Leah Henderson
07.2007 - 09.2013
Suffolk County Community
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