Executive Assistant
Open To Work
Rachel Chavis
Transamerica Life Insurance Company
York,PA
1
Certification
18
Years of experience
Seasoned Senior Executive Assistant with 15 years supporting C-suite executives across diverse sectors. Expertise includes executive gatekeeping, complex calendar management, and meeting coordination, alongside handling confidential communications and travel logistics. Known for proactive support and anticipating needs, delivering efficient service in high-demand environments.
Work History
Life and Health Insurance Broker
5 Years 6 Months- Build carrier relationships to compare products, negotiate terms, and secure suitable coverage.
- Assess client information and financial goals to design tailored insurance solutions.
- Retain long-term client relationships through responsive service, follow-up, and policy support.
- Maintain compliance with licensing, disclosure, and privacy requirements throughout client interactions.
- Provide exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educate clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintain thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generate referral business from satisfied customers who shared positive experiences with friends and colleagues.
Executive Assistant
5 Months- Provided executive and administrative support within the Office of General Counsel, partnering with senior attorneys and university leaders in a highly confidential, deadline-driven environment.
- Managed executive calendars, prioritizing meetings, travel, and deadlines for seamless daily coordination.
- Coordinated correspondence, prepared documents, and routed requests to appropriate stakeholders with accuracy.
- Scheduled meetings, reserved conference rooms, and distributed agendas to maintain workflow continuity.
- Supported senior leaders with research, expense tracking, and ad hoc project coordination.
- Handled confidential and sensitive information with discretion and tact.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
Senior Executive Assistant
1 Year 3 Months- Managed complex executive calendars, prioritizing meetings, appointments, and competing organizational demands.
- Anticipated needs and responded to shifting executive requests while communicating effectively with physicians, leaders, and stakeholders to ensure alignment and support.
- Processed and reconciled expenses, coordinated finance and budget preparation, and tracked physician time off to maintain operational continuity and coverage.
- Conducted physician background checks through website SAMgov and ISO systems while safeguarding sensitive executive, financial, physician, and personnel information.
Executive Assistant, Contractual Services
2 Years 8 Months- Delivered high-level support to C-suite and senior executives across multiple contract assignments, adapting quickly with minimal onboarding.
- Managed executive calendars, prioritized meetings, and resolved scheduling conflicts across competing leadership demands.
- Coordinated complex travel arrangements, itineraries, and logistics while adapting plans for shifting business needs.
- Prepared board materials, briefing documents, and correspondence with strict attention to accuracy and confidentiality.
- Processed monthly expense reports through Concur and built trust through confidentiality, professionalism, and autonomous follow-through.
Senior Executive Assistant
4 Years 9 Months- Provided direct support to multiple senior executives in a demanding financial-services environment, managing complex calendars and 80+ meetings per month.
- Coordinated domestic and international travel arrangements, including detailed itineraries, accommodations, and real-time logistical adjustments to meet executive preferences.
- Prepared executive reports, presentations, agendas, and meeting materials using Microsoft 365 and coordinated follow-up across stakeholders.
- Streamlined administrative processes and anticipated shifting priorities to safeguard sensitive business and executive information.
- Processed monthly expense reports through Concur and built trust through confidentiality, professionalism, and autonomous follow-through.
Medical Office Manager
8 Years 8 Months- Managed daily office operations, ensuring smooth patient flow, scheduling, and front-desk coordination.
- Supervised administrative staff, delegated tasks, and reinforced accurate completion of office procedures.
- Coordinated patient registration, insurance verification, and billing follow-up to support timely reimbursement.
- Maintained compliant medical records, documentation standards, and confidential patient information handling.
- Resolved patient concerns promptly, improving service consistency and office responsiveness.
- Monitored appointment calendars, provider availability, and resource allocation to reduce scheduling conflicts.
- Trained staff on office policies, workflow expectations, and electronic health record procedures.
- 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.
Education
- Financial Services and Insurance
- Healthcare Administration
- Real Estate Studies
Skills
Client Relationship Management
Travel expense management
Microsoft 365 & SharePoint
Client Needs Assessment
Priority organization
Detail orientation
Confidentiality & Discretion
Critical Thinking & Problem Solving
Insurance Policy Management
Adaptability & Team Collaboration
Proactive team player
Concur
Certification
Licensed Life & Health Insurance Broker
PROFESSIONAL EDUCATION & DEVELOPMENT
- Coleman & Robinson Financial Services & Insurance Training — Financial Services and Insurance | Greenbelt, MD
- Life Care Plus, LLC — Three-Year Healthcare Administration and Management Apprenticeship | Baltimore, MD
- Long & Foster Institute of Real Estate — Real Estate Studies | Towson, MD
- Ongoing Professional Education — Continuing education and course study in executive administration, financial services, insurance, healthcare operations, and real estate
Timeline
Executive Assistant
Johns Hopkins University, Contractual Services
04.2026 - 09.2026Read More
Senior Executive Assistant
MedStar Health
12.2024 - 03.2026Read More
Executive Assistant, Contractual Services
Morgan State University-Coppin State University-Omidyar Network
03.2022 - 11.2024Read More
Life and Health Insurance Broker
Transamerica Life Insurance Company
04.2021 - CurrentRead More
Senior Executive Assistant
T. Rowe Price
05.2017 - 02.2022Read More
Medical Office Manager
Life Care Plus, LLC
08.2008 - 04.2017Read More
Coleman & Robinson Training Center
from Financial Services and Insurance
Read More
Life Care Plus, LLC (Apprenticeship)
from Healthcare Administration
Read More
Long & Foster Institute of Real Estate
from Real Estate Studies
Read More
Work Preference
Job Search Status:
Open to work
Desired Job Title
Executive Assistant
Work Type
Full TimeGig WorkConsultingSeasonal WorkContract WorkPart Time
Location Preference
RemoteHybrid
Location:
York, PA, USCockeysville, MDHunt Valley, MD
Open to relocation:
Yes
Minimum Desired Compensation
$75000/yr
Important To Me
Work-life balanceCompany CultureHealthcare benefitsPaid time offWork from home optionPaid sick leave401k match