Raelene Antonio
Glendora,CA
Summary
Developed critical operational and leadership skills in dynamic office setting, demonstrating ability to manage teams and streamline processes. Excels in strategic planning and resource allocation, ensuring optimal productivity and efficiency. Seeking to transition into new field, leveraging transferable skills to drive success in diverse professional environments.
Overview
24
24
years of professional experience
Work History
Office Operations Manager
Dirty Deeds Junk Removal
08.2023 - Current
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Ensured timely completion of projects by creating detailed schedules and monitoring progress throughout each phase.
- Contributed to the development of long-term strategic goals for the organization by participating in management planning sessions and providing valuable input on operational matters.
Office Manager
PHP Agency Inc.
02.2022 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Licensed Life Insurance Agent
PHP Agency Inc.
02.2022 - Current
- Cultivated strong relationships with underwriters to facilitate smooth policy issuance and expedited approvals for clients.
- Adhered to strict industry regulations and compliance requirements, ensuring the highest level of ethical conduct in all client interactions.
- Navigated a highly competitive market environment by leveraging extensive product knowledge and superior communication skills.
- Utilized advanced analytical skills to evaluate complex cases and identify optimal solutions for challenging situations.
- Educated clients on the importance of life insurance as part of their overall financial planning strategy.
- Collaborated with team members to continuously improve sales processes, leading to increased productivity and efficiency.
- Contributed to community outreach initiatives aimed at promoting financial literacy and raising awareness about the value of life insurance protection.
- Leveraged networking events to establish valuable connections within the industry, enhancing visibility among prospective clients and peers alike.
- Exceeded sales targets consistently, contributing to the overall success of the agency or firm.
- Conducted comprehensive risk assessments to determine appropriate coverage levels and premium pricing for clients.
- Streamlined the application process for clients, ensuring timely submission and approval of life insurance policies.
- Assisted colleagues with complex cases or difficult client situations, fostering a collaborative work environment focused on problemsolving.
- Enhanced client satisfaction by providing personalized insurance recommendations based on individual needs and financial goals.
- Supported agency or firm growth by actively participating in recruitment efforts, serving as a mentor to new agents, and sharing best practices for success.
- Developed targeted marketing strategies to attract new clientele and expand overall business growth.
- Increased cross-selling opportunities by identifying potential gaps in clients'' existing coverage, ultimately strengthening their overall protection plans.
- Maintained detailed records of client interactions and policy updates, ensuring accurate documentation at all times.
- Effectively managed a diverse client portfolio, resulting in strong retention rates and ongoing referrals.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Maintained high standards of customer service by building relationships with clients.
- Promoted products and services using upselling and other sales strategies.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Customer Service Representative
Kaiser Permanente
03.2001 - 10.2023
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Trained new Customer Service Representatives on company policies, procedures, and best practices.
- Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
- Verify patient's medical insurance coverage
- Collect copayments for appointments
- Balance at the end of the day & prepare bank deposits
Education
Associate of Arts - Paralegal Studies
Platt College
Ontario, CA06-2006
Skills
- Operational Oversight
- Administrative Support
- File Management Expertise
- Team Development
- Service Excellence
- Administrative Coordination
- Client Relationship Management
- Articulate Oral and Written Expression
- Correspondence Handling
- Time Management Expertise
Timeline
Office Operations Manager
Dirty Deeds Junk Removal
08.2023 - Current
Office Manager
PHP Agency Inc.
02.2022 - Current
Licensed Life Insurance Agent
PHP Agency Inc.
02.2022 - Current
Customer Service Representative
Kaiser Permanente
03.2001 - 10.2023
Associate of Arts - Paralegal Studies
Platt College
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