Dedicated Executive Assistant with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Overview
22
22
years of professional experience
Work History
Executive Assistant
Sullivan Financial Services
05.2021 - Current
Serve as the liaison between the Financial Advisors and clients
Organizing meetings, including scheduling, sending reminders
Managing the executive’s calendars, including making appointments and prioritizing the most sensitive matters
Maintaining comprehensive and accurate records
Performing minor accounting duties
Gathering sensitive financial information and
Organized and coordinated conferences and monthly meetings.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Screened calls and emails and initiated actions to respond or direct messages for managers.
Account Executive
Evercare Health Service
10.2019 - 09.2020
Serve as the liaison between the Agency and the community
Market in current territory for PCA and Home Health Care
Develop and promote home health plans of care and services while maintaining the standards of practice consistent with quality health care
Meet with potential prospects and create individualized treatment plans
Educate the community, Physicians, Hospitals, and SNF on services provided through Evercare.
Insurance Producer
Nancy Kim State Farm
07.2018 - 10.2019
Provided detailed information about company insurance products.
Provided information on features, policies and relative advantages to promote insurance packages.
Set up policies and completed all documentation.
Worked in high-volume, competitive sales environment.
Approached potential clients by using direct marketing mailings and phone contacts.
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Upsold additional products and services after identifying customer needs and requirements.
Customer Service Rep
William-Sonoma, Inc
10.2017 - 07.2018
Dedicated team player
Responsible for providing 5-star customer service including: addressing customer questions and concerns regarding product and delivery information
Answered customer telephone calls promptly to avoid on-hold wait times.
Check inventory, process returns, issue replacements, and credit for damage or defective merchandise
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
To successfully negotiate and appease customers using a variety of methods established by WS, Inc
Provide product information, review alternative solutions if an item is out of stock and place new orders for customers
Meet and maintain metric goals monthly through sign-on, productivity and Stella star rating.
Front Office Representative
Palms Resort & Casino
11.2001 - 04.2016
Responsible for exemplary guest service for “3-Star” hotel/casino including: Parking, safely operating and retrieving up to 50 vehicles daily; Providing guests with information on facility amenities, to include restaurants and shows, city events, nightclubs and other highlights; Arranging shuttle and limousine services; Preparing accurate Incident, Accident, Complaint and Security Reports; Training new hires.
Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
Physician
Automate Billing, Inc., New Orleans, LA & Las Vegas, NV: ICD-9 & CPT Billing Codes; Claims Processing; Quality Customer Relations; Custom Computer Software.