Dynamic professional with a strong background in client service excellence at Preston Investments. Proven ability to manage multiple projects efficiently while maintaining effective organization and time management skills. Adept at fostering relationships and optimizing customer experiences, leveraging expertise in accurate data entry and effective verbal communication to drive continuous improvement.
Overview
36
36
years of professional experience
Work History
Receptionist
Preston Investments
04.2025 - Current
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Answered phone promptly and directed incoming calls to correct offices.
Handled cash transactions and maintained sales and payments records accurately.
Responded to inquiries from callers seeking information.
Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
Answered central telephone system and directed calls accordingly.
Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Corresponded with clients through email, telephone, or postal mail.
Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
Handled sensitive information with discretion while maintaining strict confidentiality standards.
Sorted, received, and distributed mail correspondence between departments and personnel.
Routed incoming mail and messages to relevant personnel without delay.
Operated multi-line telephone system to answer and direct high volume of calls.
Organized, maintained and updated information in computer databases.
Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.
Monitored and screened visitors to verify accessibility to inter-office personnel.
Personal Injury Liaison
Spence Chiropractic Center
05.2014 - 12.2023
Served as the primary point of contact, fostering strong relationships between internal teams and external partners.
Coordinated multiple projects simultaneously, ensuring timely completion and alignment with organizational objectives.
Maintained up-to-date knowledge of industry trends, sharing insights with colleagues to drive continuous improvement efforts.
Maintained a high degree of professionalism at all times, representing the organization with integrity in both internal and external interactions.
Evaluated customer needs and feedback to drive product and service improvements.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Coordinated with Insurance Companies, Attorney Offices and Clients.
Billing Medical Bills and Reports.
Liability and Auto Claims Adjuster
Farmers Insurance Group
02.1990 - 08.2010
Acted as a reliable point of contact for customers throughout the claims process, addressing their concerns with empathy and professionalism.
Demonstrated expert knowledge of auto insurance policies and coverages, allowing for accurate assessment of damages and appropriate claim payouts.
Documented all findings in concise reports.
Established an effective system for tracking and monitoring claims from initial report to final resolution, ensuring timely updates were provided to all relevant parties.
Settled Bodily Injury Claims, Total Loss Vehicles and Vehicle Estimation and over saw repairs to vehicle by repair facilities.