Rebecca McDonald
Santa Clarita,CA
Summary
Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance. Energetic Office Manager equipped to support day-to-day operational functions and accomplish business goals. Blends advanced organizational, technical and business expertise to enhance workflows. Focused on attentively assisting office staff and customers and identifying opportunities for improvement.
Overview
20
20
years of professional experience
2
2
Certification
Work History
OFFICE MANAGER
RM Taxes and Business Solutions
Santa Clarita, CA
11.2021 - Current
- Trained and onboarded new office staff members
- Developed and implemented office procedures to improve efficiency
- Provided administrative support for executive staff, including scheduling meetings, preparing agendas and taking meeting minutes
- Created and reviewed schedules, maintaining staffing levels to meet service goals
- Implemented revenue strategies through statistical analysis
- Managed accounts receivable process, including invoicing, collections, and reconciliation of payments
- Maintained accurate filing system for all accounts payable records
- Developed strong customer service skills through daily interactions with clients and vendors
- Reconciled records of bank transactions
- Calculated, prepared and issue bills, invoices, account statements and other financial statements according to established procedures
- Expanded client list by compiling information of potential clients to contact
- Engaged customers and provided high level of service by carefully explaining details about documents
- Skillfully and patiently explained coverage options to potential policyholder's, answering any questions or concerns
- Provided quick turnaround time when customers called with questions, usually within 2 hours
- Cultivated professional relations to establish long-term profitable partnerships
- Drove client retention by increasing savings opportunities and identifying premium discounts
- Pursued continuing education and training programs to continue professional development
- Interviewed prospective clients to learn about financial needs and discuss any existing coverage
- Promoted client retention through high-quality service and follow through
- Demonstrated excellent communication skills when discussing insurance policies with customers to ensure they were fully informed of their coverage options
- Used company software to analyze customer coverage needs, write quotes, and issue policies
- Built and maintained relationships with clients to support satisfaction
- Developed strong customer service skills while working as an Insurance Agent, including problem resolution and conflict management
- Analyzed clients' current insurance policies and suggested additions or other changes
- Contacted prospective and current clients via telephone to provide quote and policy information
- Customized insurance programs to suit individual customer needs
- Exhibited expertise in evaluating customer needs in order to recommend appropriate coverage levels based on individual circumstances
- Worked closely with the owners to formulate and build the store brand
- Addressed and corrected sales staff communication issues in a tactful and effective manner
- Trained staff to deliver outstanding customer service
- Directed and supervised employees engaged in sales, inventory-taking and reconciling cash receipts.
Agent
Aflac
Glendora, CA
09.2019 - Current
- Responded to customer inquiries via phone or email in a professional manner
- Created and maintained filing systems to ensure accurate record keeping
- Utilized excellent organizational skills to prioritize tasks effectively
- Delivered quality customer service to staff and customers
- Purchased office supplies and equipment to replenish inventory.
US - Foot Solutions
Sherman Oaks
CA, August 2005
09.2016
- Developed and implemented office procedures to improve efficiency
- Provided administrative support for executive staff, including scheduling meetings, preparing agendas and taking meeting minutes
- Created and reviewed schedules, maintaining staffing levels to meet service goals
- Implemented revenue strategies through statistical analysis
- Managed accounts receivable process, including invoicing, collections, and reconciliation of payments
- Maintained accurate filing system for all accounts payable records
- Developed strong customer service skills through daily interactions with clients and vendors
- Reconciled records of bank transactions
- Calculated, prepared and issue bills, invoices, account statements and other financial statements according to established procedures
- Expanded client list by compiling information of potential clients to contact
- Engaged customers and provided high level of service by carefully explaining details about documents
- Skillfully and patiently explained coverage options to potential policyholder's, answering any questions or concerns
- Provided quick turnaround time when customers called with questions, usually within 2 hours
- Cultivated professional relations to establish long-term profitable partnerships
- Drove client retention by increasing savings opportunities and identifying premium discounts
- Pursued continuing education and training programs to continue professional development
- Interviewed prospective clients to learn about financial needs and discuss any existing coverage
- Promoted client retention through high-quality service and follow through
- Demonstrated excellent communication skills when discussing insurance policies with customers to ensure they were fully informed of their coverage options
- Used company software to analyze customer coverage needs, write quotes, and issue policies
- Built and maintained relationships with clients to support satisfaction
- Developed strong customer service skills while working as an Insurance Agent, including problem resolution and conflict management
- Analyzed clients' current insurance policies and suggested additions or other changes
- Contacted prospective and current clients via telephone to provide quote and policy information
- Customized insurance programs to suit individual customer needs
- Exhibited expertise in evaluating customer needs in order to recommend appropriate coverage levels based on individual circumstances
- Worked closely with the owners to formulate and build the store brand
- Addressed and corrected sales staff communication issues in a tactful and effective manner
- Trained staff to deliver outstanding customer service
- Directed and supervised employees engaged in sales, inventory-taking and reconciling cash receipts.
Education
COMPLETED COURSEWORK TOWARDS AMERICAN BOARD OF CERTIFICATION ORTHOTISTS AND PROSTHETIST -
COMPLETED COURSEWORK TOWARDS BACHELOR OF SCIENCE IN HOTEL RESTAURANT MANAGEMENT, MANAGEMENT -
COMPLETED COURSEWORK TOWARDS ACCIDENT AND HEALTH CA & AZ LICENSE -
Skills
- Written Communication
- Account Reconciliation
- Banking Operations
- Database Administration
- CRM Software
- Customer Relations
- Sorting and Labeling
- Report Writing
- Information Protection
- Credit and Collections
- Team Bonding
- Mail Handling
- Data Communications
- Policy Implementation
- Billing and Invoicing
- Accounts Payable and Receivable
- Calendar Management
- Microsoft Office
- Client Correspondence
- Preparing Proposals
- Email Correspondence
- Scheduling
- Business Administration
- Regulatory Compliance
- Scheduling and Calendar Management
- Relationship Building
- Administrative Oversight
- Staff Training
- Budgetary Planning
Certification
Health and life Insurance
References
References available upon request
Timeline
OFFICE MANAGER
RM Taxes and Business Solutions
11.2021 - Current
Agent
Aflac
09.2019 - Current
US - Foot Solutions
Sherman Oaks
09.2016
COMPLETED COURSEWORK TOWARDS AMERICAN BOARD OF CERTIFICATION ORTHOTISTS AND PROSTHETIST -
COMPLETED COURSEWORK TOWARDS BACHELOR OF SCIENCE IN HOTEL RESTAURANT MANAGEMENT, MANAGEMENT -
COMPLETED COURSEWORK TOWARDS ACCIDENT AND HEALTH CA & AZ LICENSE -
Similar Profiles
Renjini JohnRenjini John
Senior Project Lead at RM India (RM Education Solutions India Pvt. Ltd)Senior Project Lead at RM India (RM Education Solutions India Pvt. Ltd)
RAMESH MADREKARRAMESH MADREKAR
Business Proprietor at RM Stores(Family Business)Business Proprietor at RM Stores(Family Business)
KAVYA K TKAVYA K T
Senior Executive Subject Matter Expert (Order Management) at RM Education Solutions India Pvt LtdSenior Executive Subject Matter Expert (Order Management) at RM Education Solutions India Pvt Ltd
Dillon JensenDillon Jensen
Administrative Assistant at TCM Inc.Administrative Assistant at TCM Inc.
Jazmine TarisJazmine Taris
Receptionist Administrator at Tracy TarisReceptionist Administrator at Tracy Taris