Michaela Estabrook
Mather,CA
Summary
Knowledgeable, dedicated, and passionate customer service professional with extensive experience in the industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
17
17
years of professional experience
Work History
Life Insurance Agent
Self
11.2022 - 04.2024
- Increased client satisfaction by providing personalized and knowledgeable life insurance consultations.
- Boosted policy sales through proactive client outreach and effective marketing strategies.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
- Conducted thorough risk assessments on potential clients, accurately determining appropriate policy rates and terms.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Expanded referral network through strong relationship-building with industry professionals, leading to increased business opportunities.
- Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.
- Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
- Consistently exceeded individual sales targets while contributing to overall team success in meeting company goals.
- Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail.
- Assisted clients in navigating complex claims processes, ensuring timely payouts and minimal stress during difficult times.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Improved client retention rates by offering tailored policy recommendations that met their unique requirements and goals.
- Enhanced brand reputation by consistently providing exceptional customer service and fostering positive relationships with clients.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Marketed life insurance products to increase customer bases and revenue.
- Increased sales of life insurance products through tactical customer outreach.
- Promoted products and services using upselling and other sales strategies.
- Analyzed feedback to identify areas for improvement and enhance customer experiences.
- Monitored competitor activity, remaining ahead of market trends and capitalizing on opportunities.
- Generated leads through cold-calling, networking and other outreach methods.
- Monitored customer feedback and identified areas of improvement.
- Finalized sales and collected necessary deposits.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Evaluated competitors' products and services to gain competitive advantage.
Nanny
Hintz Family
06.2021 - 10.2022
Medical Office Manager
Seattle Northeast Chiropractic
01.2017 - 01.2020
- Improved patient satisfaction by implementing efficient scheduling and appointment management systems.
- Streamlined office operations for increased efficiency and productivity through effective staff training and delegation of tasks.
- Increased revenue by optimizing billing processes and ensuring timely collection of payments from both patients and insurance companies.
- Maintained up-to-date knowledge of healthcare regulations and policies, ensuring the practice remained in compliance at all times.
- Developed comprehensive employee training programs to enhance staff performance and improve overall office procedures.
- Reduced overhead costs by identifying areas for improvement in supply management and negotiating contracts with vendors.
- Managed daily administrative tasks to ensure smooth operations within the medical office environment.
- Facilitated communication between medical staff members to maintain a cohesive team focused on providing exceptional patient care.
- Assisted physicians with clinical documentation to ensure complete and accurate records for each patient visit.
- Coordinated regular staff meetings to address challenges, discuss solutions, and share best practices within the team.
- Developed innovative marketing strategies to attract new patients while maintaining strong relationships with existing clientele.
- Managed financial aspects of the office including budgeting, forecasting, and expense tracking to optimize profitability.
- Ensured a safe, comfortable environment for patients by promptly addressing any concerns or issues that arose during their visits.
- Maintained strict confidentiality of sensitive patient information, adhering to HIPAA guidelines and safeguarding against potential data breaches.
- Communicated effectively with staff members, physicians, and patients, employing active listening and interpersonal skills.
- Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, and accounts receivable.
- Provided proper scheduling of patients, ensuring timely, and effective allocation of resources and calendars.
- Addressed and remedied all patient or team member issues.
- Developed close working relationships with front office and back office staff.
- Oversaw accounting, budgeting, and financial reporting.
- Leveraged patient feedback and performed continuous process improvements to streamline day-to-day business operations and patient satisfaction.
- Consulted with healthcare professionals on business decisions.
- Assisted with regulatory issues such as compliance.
- Implemented onboarding for new employees, which enabled each to effectively learn tasks and job duties.
- Managed employees with various personalities and from different cultures for physicians practice.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Coordinated office events, seminars and meetings for staff and clients.
- Organized and updated databases, records and other information resources.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Created organized filing system to manage department documents.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Provided primary customer support to internal and external customers.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibited high energy and professionalism when dealing with clients and staff.
Customer Service Rep + Receptionist
Gerber Collision & Glass & McLeod Autobody
01.2013 - 01.2017
- Maintained appearance of front office space for customer comfort
- Answered phone and assisted customers and clients with changes to appointments
- Assisted customers in person
- Created customer appointments
- Scheduled rental car reservations for customers
- Maintained up-to-date knowledge of customer accounts
- Explained products and benefits
- Confirmed payments, refunds, credits
- Resolved payment and vendor order disputes
- Performed AP and AR functions
- Ensured compliance with accounting deadlines
- Prepared annual company accounts and reports
- Reduced credit period from 90 days to 30 days
- Monitored and recorded my locations expenses, generated bi-weekly reports for GM
- Managed all internal and external mail functions
- Processed invoices and credits daily
- Computer data entry for all new and existing customers, vendors and insurance companies
- Managed high volume telephone communication both incoming and outgoing
- Successfully answered any questions or concerns from customers, vendors, and insurance companies
- Maintained a clean and welcoming environment for customers and co-workers.
Childcare Provider
Learning Way
07.2007 - 03.2013
- Enhanced children''s social skills by organizing group activities and promoting positive interactions.
- Improved language development through engaging storytelling sessions and age-appropriate book readings.
- Supported emotional well-being by addressing individual needs and providing a nurturing environment for growth.
- Fostered creativity with various arts and crafts projects, stimulating imagination and selfexpression.
- Ensured child safety through vigilant supervision, maintaining proper ratios during indoor and outdoor activities.
- Developed strong relationships with families, providing regular updates on child progress and establishing trust.
- Assisted children in developing fine motor skills through play-based learning activities such as puzzles and stacking blocks.
- Implemented daily routines to establish consistency, helping children transition smoothly between activities.
- Collaborated with fellow childcare providers for continuous improvements in curriculum planning and service quality.
- Maintained clean facilities by following sanitation protocols, ensuring a healthy environment for all children.
- Administered first aid when needed, adhering to established protocols to ensure child safety and wellbeing.
- Provided nutritious meals and snacks according to dietary guidelines, promoting overall health among the children in care.
- Managed behavior issues effectively using positive reinforcement techniques, fostering a respectful atmosphere within the childcare setting.
- Promoted physical fitness by incorporating active play into daily schedules, encouraging healthy habits from an early age.
- Organized field trips to enhance experiential learning opportunities for children in various cultural settings.
- Facilitated naptime routines for toddlers to ensure adequate rest periods throughout the day for optimal growth and development.
- Customized educational plans based on individual strengths, interests, and developmental goals of each child under care.
- Communicated regularly with parents regarding their child''s achievements or concerns while offering guidance on home-based support strategies.
- Oversaw smooth drop-off/pick-up transitions by maintaining open communication with parents and ensuring a safe environment for children.
- Continuously updated professional knowledge by attending training workshops, seminars, and conferences to stay current on best practices in childcare.
- Sanitized dishes, tabletops, toys, and frequently touched surfaces to prevent spreading of germs.
- Developed age-appropriate activities and crafts to engage children.
- Facilitated learning through play, stories and outdoor activities for successful child outcomes.
- Enforced rules and managed behavior through developmentally appropriate discipline.
- Maintained effective schedule balance between rest periods, active play, and instruction.
- Assisted in potty training and other daily hygiene activities to support child development.
- Led children in creative, athletic, and educational activities while maintaining safe and orderly group.
- Encouraged children to develop healthy social and emotional skills.
- Worked with children to develop good cognitive, physical and language skills.
- Introduced children to educational games and activities to boost learning.
- Utilized positive reinforcement techniques to encourage good behavior.
- Provided emotional support and guidance to children during difficult times.
- Liaised with parents and guardians to discuss child progress.
- Monitored children's activities to verify safety and wellbeing.
- Read stories, sang songs and facilitated creative play.
- Responded to inquiries from parents and guardians.
- Provided support and guidance to children in conflict resolution.
- Logged information regarding naps, feedings and any medications administered.
- Worked closely with fellow staff members in developing and implementing educational and recreational activities.
- Handled daily administrative tasks efficiently to minimize time away from children.
- Created and implemented activities to promote language development.
- Documented children's growth and development.
Education
Highline College
Seattle, WASkills
- Strong Communication skills
- Empathetic and emotionally intelligent
- Creative
- Positive attitude
- Honest and genuine
- Ambitious
- Dependable, reliable, and responsible
- Teamwork and team building
- Flexibility
- Self-reliance
- Eagerness to learn and ability to learn very quickly
- Professionalism
- Great problem-solving abilities
- Conflict resolution
- Confident in computer systems
- Passion for Customer Service and Customer experience
- Inclusive
- Building Relationships
- Appointment Scheduling
- Payment Processing
- Data Entry
- Inbound Customer Service
- Documentation And Reporting
- Complaint Handling
- Teamwork and Collaboration
- Excellent Communication
- Problem-solving aptitude
- Customer Data Confidentiality
- Professionalism
- Problem-Solving
- Active Listening
- Adaptability and Flexibility
- Attention to Detail
Additional Information
Gap in employment due to me being a "Stay At Home Mom" from January 2020- Present
Profile
Michaela Estabrook, Multipotentialite
Timeline
Life Insurance Agent
Self
11.2022 - 04.2024
Nanny
Hintz Family
06.2021 - 10.2022
Medical Office Manager
Seattle Northeast Chiropractic
01.2017 - 01.2020
Customer Service Rep + Receptionist
Gerber Collision & Glass & McLeod Autobody
01.2013 - 01.2017
Childcare Provider
Learning Way
07.2007 - 03.2013
Highline College