Summary
Overview
Work History
Education
Skills
Timeline
CustomerServiceRepresentative

MEAGAN WRIGHT

Birmingham,US

Summary

Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills.

Overview

4
4
years of professional experience

Work History

Customer Service Representative

SteadPoint Insurance Group
12.2023 - Current
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
  • Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
  • Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
  • Improved cash flow management by closely monitoring accounts receivable, ensuring prompt collection of outstanding balances.
  • Managed accounts payable functions including invoice entry, check processing, and distributing payments.
  • Supervised and trained staff on cash handling, check processing and POS transaction policies.

Executive Assistant

ROI Institute
01.2023 - 07.2023
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Answered high volume of phone calls and email inquiries.
  • Facilitated training and onboarding for incoming office staff.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Updated spreadsheets and created presentations to support executives and boost team productivity.
  • Used advanced software to prepare documents, reports, and presentations.
  • Supported business and hospitality needs of corporate partners and staff during meetings and company events.
  • Conducted research and analyzed data to provide detailed reports on various business topics.
  • Transcribed meeting minutes to support sales, business development and senior management teams.
  • Filed paperwork and organized computer-based information.
  • Updated and maintained confidential databases and records.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Created and managed office systems to efficiently deal with documentation.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Took notes and dictation at meetings.
  • Screened personal and business calls and directed to appropriate party.
  • Promoted team productivity by keeping supplies organized and well-stocked.

Administrative Assistant

Insurance Office of America
11.2022 - 12.2022
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Executed record filing system to improve document organization and management.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Created and maintained databases to track and record customer data.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Handled various accounting transactions.
  • Maintained friendly and professional customer interactions.

Account Payable Associate

Robert Half
01.2022 - 07.2022
  • Matched purchase orders to invoices and logged invoices into computer.
  • Audited and processed credit card bills.
  • Reconciled processed work by verifying entries and comparing system reports to balance numbers.
  • Reviewed each invoice and requisitions for payment approval.
  • Prepared checks and assisted with payroll duties.
  • Verified vendor accounts by reconciling monthly statements and related transactions.
  • Charged pertinent expenses to accounts.
  • Reconciled bank statements.
  • Paid vendors by monitoring discount opportunities and paid employees by receiving and verifying expense reports.

HR Assistant

Pangea Two
11.2021 - 01.2022
  • Documented human resources records and maintained confidentiality of sensitive personal information.
  • Responded to inquiries by answering telephone calls, in-person questions and emails.
  • Updated Human Resources Information System (HRIS) database, maintained data accuracy and assisted with system changes.
  • Maintained office supplies, distributed mail and processed invoices for payment.
  • Oversaw and managed hiring process and assisted human resources.
  • Filed paperwork, sorted, and delivered mail and maintained office organization.
  • Answered and redirected incoming phone calls for office.
  • Screened applicant resumes and coordinated both phone and in-person interviews.
  • Coordinated itineraries and scheduled appointments for human resources staff.

Medical Malpractice Underwriting Associate

ProAssurance
05.2021 - 11.2021
  • Schedule appointments and maintain and update appointment calendars
  • Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments
  • Maintain logs of activities and completed work
  • Locate and correct data entry errors, or report them to supervisors
  • Provide services to customers, such as order placement or account information
  • Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs
  • Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material
  • Use computers for various applications, such as database management or word processing
  • Conduct searches to find needed information, using such sources as the Internet
  • Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions
  • Take dictation in shorthand or by machine and transcribe information
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
  • Schedule and confirm appointments for clients, customers, or supervisors
  • Create, maintain, and enter information into databases
  • Maintain scheduling and event calendars
  • ProAssurance
  • Authorize reinsurance of policy when risk is high
  • Decline excessive risks
  • Write to field representatives, medical personnel, and others to obtain further information, quote rates, or explain company underwriting policies
  • Customize insurance programs to suit individual customers, often covering a variety of risks
  • Confer with clients to obtain and provide information when claims are made on a policy.

Executive Assistant

Crowne Partners
09.2020 - 04.2021
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Organized and coordinated conferences and monthly meetings.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Facilitated training and onboarding for incoming office staff.
  • Answered high volume of phone calls and email inquiries.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Supported business and hospitality needs of corporate partners and staff during meetings and company events.
  • Filed paperwork and organized computer-based information.
  • Updated and maintained confidential databases and records.
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.

Dispatcher Office Assistant

Servpro
06.2020 - 09.2020
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Communicated with drivers and personnel to coordinate timely delivery of services.
  • Maintained updated and detailed records of calls in physical and electronic database.
  • Processed invoices and payments for dispatched orders to provide proof of transaction.
  • Analyzed customer feedback and provided solutions to improve customer service.
  • Answered phone calls and responded to customer emails.
  • Assisted in resolving customer complaints and grievances.
  • Monitored and tracked dispatch communication systems.


Education

Bachelor of Business - Business

University of Alabama
Tuscaloosa
06.2021

Associate of Business Administration - Business

Southern Union State Community College
Valley
05.2014

High School Diploma -

Valley High School
Valley, AL
05.2011

Skills

  • Travel Arrangement Coordination
  • Transcribing Information
  • Hotel Accommodations
  • Event Coordination
  • Document Filing and Retrieval
  • Inventory Records
  • Manage Executive Schedules
  • Call Transfers
  • Budgeting and Expense Reports
  • Answer Multi-Line Phone Systems
  • International Reservations
  • Microsoft Office
  • Operational Efficiency
  • Office Supplies and Inventory
  • Reports and Financial Statements
  • Maintain Filing Systems
  • Presentation Materials
  • Outbound Calls
  • Error Resolution
  • Data Acquisition
  • Bookkeeping and Basic Accounting
  • Meeting Support
  • Invoice Preparation
  • Meeting Agenda Preparation
  • Scheduling
  • Advanced Excel Spreadsheet Functions
  • Master Calender Management
  • Call Screening

Timeline

Customer Service Representative

SteadPoint Insurance Group
12.2023 - Current

Executive Assistant

ROI Institute
01.2023 - 07.2023

Administrative Assistant

Insurance Office of America
11.2022 - 12.2022

Account Payable Associate

Robert Half
01.2022 - 07.2022

HR Assistant

Pangea Two
11.2021 - 01.2022

Medical Malpractice Underwriting Associate

ProAssurance
05.2021 - 11.2021

Executive Assistant

Crowne Partners
09.2020 - 04.2021

Dispatcher Office Assistant

Servpro
06.2020 - 09.2020

Bachelor of Business - Business

University of Alabama

Associate of Business Administration - Business

Southern Union State Community College

High School Diploma -

Valley High School

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