Nikki Saiz
Glasgow,MT
Summary
Demonstrating exceptional organizational skills and a commitment to excellence in all administrative functions. A dedicated Administrative Assistant with various experiences in professional industries. Maintaining a professional appearance and demeanor and expertly completing assigned tasks with focus on quality. A dependable and quick-learning team player with effective communication and organization skills. An administrative professional with over 28 years of experience managing daily administrative support tasks and operations in insurance and financial industries. Well-organized and committed to delivering high-quality results. A proven track record of maintaining efficient office operations including expertise in scheduling and coordinating meetings, expense reports, and transcribing minutes. Shows a self motivated work ethic to perform effectively in independent or team environments.
Overview
28
28
years of professional experience
Work History
Secretary/Treasurer
Grazing Office
01.2019 - Current
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Handled daily scheduling tasks and provided administrative support for entire department.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Maintained daily report documents, memos and invoices.
- Recorded and tracked operational expenses to identify and eliminate wasteful spending.
- Created and updated records and files to maintain document compliance.
- Entered data into system and updated customer contacts with information to keep records current.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
- Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Managed filing system, entered data and completed other clerical tasks.
- Planned and managed $1,000,000 annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
- Liaised with financial institutions to secure project funding and optimize financial resources.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
AFLAC Insurance Agent
AFLAC
11.2007 - 07.2024
- Managed approximately 30 incoming calls, emails and faxes per day from clients.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Investigated and processed claims swiftly to keep customers satisfied.
- Generated leads through cold-calling, networking and other outreach methods.
- Educated clients on insurance policies and procedures.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Analyzed risk factors to recommend appropriate coverage levels.
- Conducted annual reviews of existing policies to update information.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Secretary/Insurance Agent
Helland Agency
09.1996 - 05.2010
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Maintained daily report documents, memos and invoices.
- Created and updated records and files to maintain document compliance.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Managed up to 50 phone and email correspondence and handled incoming and outgoing mail and faxes daily.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Managed filing system, entered data and completed other clerical tasks.
Education
High School Diploma -
Glasgow High School
Glasgow, MT05.1992
Skills
- Supply Ordering
- Office Administration
- Payroll Administration
- Multi-Line Phone Systems
- Keyboarding skills
- Payment posting
- Account reconciliations knowledge
- HIPAA guideline compliance
- Quickbooks
- Accounts receivable and payable
- Organization
- File Management
- Inventory purchasing
- Mail distribution
- Business Correspondence
- Verbal and written communication
Timeline
Secretary/Treasurer
Grazing Office
01.2019 - Current
AFLAC Insurance Agent
AFLAC
11.2007 - 07.2024
Secretary/Insurance Agent
Helland Agency
09.1996 - 05.2010
High School Diploma -
Glasgow High School
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