I am an enthusiastic, self-motivated, reliable, responsible, and hard-working person. Attention detail. I am a mature team worker and adaptable to all challenging situations. I can work well both in a team environment as well as using my initiative. I can work well under pressure and adhere to strict deadlines.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Agent/Producer
Columbia River Benefits Group
09.2015 - 01.2024
Client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
Expanded customer base through effective networking, cold calling, and relationship-building strategies.
Navigated internal processes for improved efficiency and productivity within the agency.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Expanded the company''s client base through effective networking and relationship-building strategies.
Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
Met with prospective clients in homes, and other settings.
Called potential clients to set up appointments according to availability.
Utilized CRM software to manage client relationships.
Approached potential clients by using direct marketing mailings, phone contacts and emails.
Educated clients on insurance policies and procedures.
Analyzed customer needs to provide customized insurance solutions.
Office Manager
Columbia River Benefits Group
09.2015 - 08.2021
Implemented efficient filing systems and organizational strategies.
Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
Maintained computer and physical filing systems.
Created, maintained and updated filing systems for paper and electronic documents.
Updated reports, managed accounts, and generated reports for company database.
Managed office operations while scheduling appointments for department managers.
Efficiently managed front office operations and addressing client concerns promptly.
Resolved guest complaints professionally, maintaining positive relationships with clients for future business opportunities.
Managed high call volumes with ease, maintaining composure and professionalism under pressure.
Supported administrative tasks such as appointment scheduling and message-taking, improving overall office efficiency.
Provided clerical support to company employees by copying, faxing, and filing documents.
Received incoming mail and evaluated and distributed correspondence requiring priority attention.
Offered technical support and troubleshot issues to enhance office productivity.
Scheduled appointments and conducted follow-up calls to clients.
Memory Care Director
Avamere
02.2009 - 02.2014
Improved resident quality of life by developing and implementing personalized care plans for each individual in the memory care unit.
Enhanced staff performance by providing ongoing training and support in dementia care best practices.
Reduced staff turnover by fostering a supportive work environment that encouraged open communication and teamwork.
Achieved high levels of family satisfaction with regular updates on their loved ones'' progress and addressing concerns promptly.
Managed budget effectively, ensuring adequate resources and supplies were available for memory care programming needs.
Collaborated with other departments to enhance inter-disciplinary care for residents, ultimately improving overall wellbeing.
Developed therapeutic activities tailored to residents'' cognitive abilities, resulting in increased engagement and socialization among individuals with dementia.
Conducted regular assessments of each resident''s cognitive status, adjusting their care plans accordingly to provide the most appropriate level of support.
Ensured regulatory compliance within the memory care unit through diligent documentation and adherence to established guidelines.
Created a safe and comfortable living environment for residents by closely monitoring their physical health and addressing any changes promptly.
Implemented strategies for managing challenging behaviors among residents, promoting positive interactions between staff members and individuals suffering from dementia.
Designed and introduced leadership development, coaching and team management model, resulting in promotion of employees into increased levels of responsibility.
Developed policies and procedures for effective pharmacy management.
Developed and updated policies and procedures, maintaining compliance with guidelines relating to HIPAA, benefits administration and general liability.
Conducted routine facility inspections, identifying areas needing improvement and eliminating hazards posed to staff and residents for continued compliance with associated regulations.
Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
Communicated effectively with family members on regular basis regarding care, issues and overall health of loved ones.
Recruited and hired highly talented individuals bringing great skills and passion to work.
Coached and trained newly hired employees to promote knowledge of responsibilities and position requirements.
Optimized memory care programming by staying current on emerging research, attending conferences, and participating in industry training sessions.
Coordinated community outreach events to raise awareness about Alzheimer''s disease, contributing to a more informed public understanding of dementia-related issues.
Education
High School Diploma -
Rainier High School
Rainier, OR
05.2004
Skills
Marketing Management
Relationship Building
Positive Attitude
Customer Service Abilities
Customer Needs Determination
Product Sales
Ensuring Customer Satisfaction
Public Speaking
Recordkeeping Proficiency
Effective communication
Customer service
Networking abilities
Client Relations
Certification
Oregon and Washington disability Licenses
Timeline
Agent/Producer
Columbia River Benefits Group
09.2015 - 01.2024
Office Manager
Columbia River Benefits Group
09.2015 - 08.2021
Memory Care Director
Avamere
02.2009 - 02.2014
High School Diploma -
Rainier High School
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