Rachel Caspell
Bellingham,WA
Summary
Dedicated and reliable office management professional with experience in a wide range of administrative and executive support tasks. Excel at resolving employer challenges with innovative solutions, systems and process improvements that increase efficiency, customer satisfaction and the bottom line.
Overview
25
25
years of professional experience
Work History
Office Manager
Barry W. Kaimakis DDS
06.2017 - 05.2024
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Marine Insurance Broker
Poseidon Insurance Services LLC
08.2013 - 06.2017
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Met with prospective customers and business owners in homes, businesses and other settings.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Called potential clients to set up appointments according to mutual availability.
- Reported policy changes and company conditions affecting customer satisfaction.
- Evaluated accuracy and quality of data entered into agency management system.
- Obtained underwriting approval by completing application for coverage.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Reporting and delegating claims swiftly to keep customers satisfied.
- Sold Ocean Marine and Floating Home insurance policies to new and existing customers.
- Strategized with clients and underwriters to create customized insurance policy packages.
Administrative Assistant
Poseidon Insurance Services LLC
09.2006 - 08.2013
- Assisted principal broker in opening business.
- Created customized operating system to improve document organization and management.
- Scheduled office meetings and client appointments for principal broker.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
- Drafted correspondence and other documents for principal broker.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Patient Care Representative
Group Health Cooperative
02.1999 - 10.2003
- Maintained confidentiality of patient data and condition to safeguard health information.
- Greeted and directed patients to examination rooms and verified insurance coverage and collected co-payments.
- Assisted patients with completing necessary paperwork and forms to provide healthcare facilities with essential information to bill for services.
- Acted as main point of contact for patients, doctors, and hospital staff
- Worked with patients to schedule tests and procedures.
- Greeted and assisted patients with check-in procedures.
- Worked as a floating front desk "fill in" for employees on vacation, sick & maternity leave.
- Clinics worked include: Optical/See Center, Ophthalmology, Women's health/Midwifery, Urology, Oncology, Infusion therapy and Speech Therapy.
- Answered multi line busy incoming calls, scheduled appointments and managed specialist referrals.
Education
High School Diploma -
Cascade High School
Whitmore, CA.Insurance Brokers Licensure - Property & Casualty Insurance
Slater School of Insurance
Seattle, WASkills
- Bookkeeping
- Expense Reporting
- Customer Service
- Administrative Support
- Conflict Management
- Office Administration
- Clear Oral/Written Communication
- Payroll and Budgeting
- Business Administration
- Scheduling
- Office Management
- Operations Management
- Customer Relations
- Documentation Expertise
- Account Reconciliation
Enjoy spending time with family & friends gardening, painting & my cat Chloe'
Love all things home & garden. I've been a painter on & off since I was in my teens, my artistic passions extend across a wide range of mediums. I enjoy the excitement of creating something of beauty and the silence and focus that goes along with the process. My every present furry companion (Cat) is always near by to help with spontaneous breaks!
Timeline
Office Manager
Barry W. Kaimakis DDS
06.2017 - 05.2024
Marine Insurance Broker
Poseidon Insurance Services LLC
08.2013 - 06.2017
Administrative Assistant
Poseidon Insurance Services LLC
09.2006 - 08.2013
Patient Care Representative
Group Health Cooperative
02.1999 - 10.2003
High School Diploma -
Cascade High School
Insurance Brokers Licensure - Property & Casualty Insurance
Slater School of Insurance