Melissa Donahue
Alameda,CA
Summary
Capable and experienced administrative professional. In addition to my administrative skills, Offer significant abilities and experience in organizing, prioritizing, confidentiality of documents, and detailed preparation of reports and projects. Ability to get along well with others, to make necessary adjustments to meet deadlines, and effectively coordinate in challenging environments have all contributed to my growth in this field and my previous employers have placed a significant degree of trust.
Overview
9
9
years of professional experience
Work History
Coordinator
IMT
07.2024 - Current
- Facilitated cross-departmental workshops to identify process improvements, leading to more efficient workflow and reduced bottlenecks.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Production Coordinator
Rain Defense
09.2022 - 06.2024
- Provided hands-on support during peak production periods, assisting teams in meeting tight deadlines providing clients with close to 1500 leak calls during the winter.
- Monitored and tracked progress of all production tasks for leak calls and larger projects.
- Coordinated communication between departments, fostering a collaborative work environment.
- Created and maintained detailed reports and schedules of all production tasks.
- Facilitated Safety meeting, and bi monthly meetings with the staff.
- Maintaining a safe and organized workspace.
- Liaised with production manager, suppliers and vendors to support production needs.
- Maintained strong relationships with key stakeholders including clients, property managers, and internal teams to promote efficient communication channels across all parties involved in the production process.
- Planned production schedules, taking employee production rates, company needs and seasonal changes into account.
Life Insurance Agent
New York Life
06.2021 - 09.2022
- Responsible for generating Salesforce prospects, track and help clients with the underwriting process, recommend insurance products to clients, conduct financial literacy seminars.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
- Provided coverage option information to assist clients in protecting assets.
- Marketed life insurance products to increase customer bases and revenue.
- Collaborated with other financial advisors to provide clients with comprehensive financial planning services.
- Boosted team morale and productivity by leading training sessions on effective sales techniques and product knowledge.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Researched and identified potential new markets.
- Generated leads through cold-calling, networking and other outreach methods.
Client Service Coordinator
Law Office of Cassandra Massey
09.2015 - 08.2017
- Responsibilities included scheduling appointments, follow up with clients for documentation, tracking necessary paperwork, returning phone calls, emails and correspondence, printing, organizing Estate planning documents, facilitating document research, collection of payments, and the creation of employee procedure manual and processes for the next employee.
Education
Bachelor of Science - Technical Management
DeVry University
San FranciscoDiploma -
Alameda High School
Skills
- Scheduling
- Microsoft Office
- Google Suite
- Bilingual - Spanish
- Communication
- Mac Suites
- Salesforce
- Project preparation
- Customer Service
- Relationship Building
Timeline
Coordinator
IMT
07.2024 - Current
Production Coordinator
Rain Defense
09.2022 - 06.2024
Life Insurance Agent
New York Life
06.2021 - 09.2022
Client Service Coordinator
Law Office of Cassandra Massey
09.2015 - 08.2017
Diploma -
Alameda High School
Bachelor of Science - Technical Management
DeVry University
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