Michaela Klein
Queen Creek,AZ
Summary
Experienced with client support and administrative duties in insurance setting. Utilizes strong communication and organizational skills to streamline processes and enhance team efficiency. Knowledge of policy documentation and customer relationship management, ensuring high levels of client satisfaction.
Knowledgeable with solid background in supporting insurance sales teams. Assisted in client communications and administrative tasks, contributing to smooth operation of sales processes. Efficiently utilized organizational and interpersonal skills to enhance team productivity and client satisfaction.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
9
9
years of professional experience
Work History
Insurance Sales Agent Assistant
Total Protection Services
01.2025 - Current
- Enhanced client satisfaction by providing exceptional customer service and addressing inquiries promptly.
- Aided in the development of marketing materials for promotional campaigns, resulting in increased brand awareness and lead generation.
- Streamlined policy application processes for improved efficiency and reduced paperwork errors.
- Maintained an organized filing system containing sensitive client information securely, adhering to privacy guidelines and regulations.
- Expedited claim processing times by efficiently gathering necessary documentation from clients and submitting it to the appropriate parties.
- Managed filing system, entered data and completed other clerical tasks.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
Managing Director
Shot Makers Emporium
11.2023 - Current
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Increased overall company performance by implementing strategic management initiatives and streamlining operations.
- Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
- Negotiated high-value contracts with key clients, securing long-term revenue streams.
- Managed purchasing, sales, marketing and customer account operations efficiently.
Shift Lead
Dickeys BBQ Pit
10.2020 - Current
- Completed opening and closing duties to facilitate business operations.
- Upheld company standards and compliance requirements for operations and cleanliness of all areas.
- Resolved customer complaints and reported issues to senior management.
- Kept areas clean, neat and inspection-ready at all times to comply with product guidelines.
Bartender
Chilis
07.2021 - 01.2023
- Served high customer volumes during special events, nights, and weekends.
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
- Enhanced overall guest experience by promptly addressing concerns and resolving issues professionally.
- Upsold menu items to customers, driving up per sale revenues and maximizing profits.
Server
Cogburn's
01.2020 - 08.2020
- Educated guests on daily specials and appetizers, entrees, desserts and other menu items.
- Operated POS terminals to input orders, split bills and calculate totals.
- Processed customers' payments and provided receipts.
- Welcomed guests with personable attitude and smile, offering to bring beverage orders while reviewing menu options.
- Requested photo identification from patrons ordering alcoholic beverages to verify legal age of consumption.
- Addressed concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
- Answered phone inquiries to schedule and confirm reservations, record takeout orders and respond to service questions.
General Manager
Dickeys BBQ Pit
08.2018 - 03.2019
- Directed safety operations and maintained clean work environment to adhere to FDA and OSHA requirements.
- Implemented effective customer service surveys to encourage feedback.
- Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
- Delivered exceptional client experiences through hands-on leadership of associates and managers.
- Trained, managed and motivated employees to promote professional skill development.
Manager
Baskin Robins
02.2016 - 03.2018
- Trained employees on additional job positions to maintain coverage of roles at all times.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Remained calm and professional in stressful circumstances and when dealing with unhappy customers, effectively diffusing situations.
- Cross-trained in every store role to maximize operational knowledge.
- Assigned tasks to associates to fit skill levels and maximize team performance.
Education
Associate of Arts - Baking And Pastry Arts
11 2015
High School Diploma -
5 2013
Skills
- Regulatory compliance
- Operations monitoring
- Loss prevention
- Computer skills
- Organization
- Experience in leadership
- Claims processing
- Goal-oriented mindset
- Insurance products
- Underwriting principles
- Customer service
- CRM software
- Teamwork
- Multitasking and time management
- Fast learner
- Problem-solving
Experience
["Managers, All Other"],["General and Operations Managers"],["Waiters and Waitresses"],["Business Operations Specialists, All Other"]
Education and Training
other,other
Timeline
Insurance Sales Agent Assistant - Total Protection Services
01.2025 - Current
Managing Director - Shot Makers Emporium
11.2023 - Current
Bartender - Chilis
07.2021 - 01.2023
Shift Lead - Dickeys BBQ Pit
10.2020 - Current
Server - Cogburn's
01.2020 - 08.2020
General Manager - Dickeys BBQ Pit
08.2018 - 03.2019
Manager - Baskin Robins
02.2016 - 03.2018
Centereach High School - High School Diploma,
Le Cordon Bleu College Of Culinary Arts - Scottsdale - Associate of Arts, Baking And Pastry Arts
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