Professional administrative professional with track record in supporting executive leadership. Proven ability to handle confidential information and manage executive schedules effectively. Focused on fostering team collaboration and meeting dynamic business needs through exceptional communication and organizational skills.
Work History
Executive Assistant
2 Years 4 Months
Agency VA | 02.2024 - Current
Developed customized insurance solutions based on client needs and risk assessments.
Educated clients on policy options, coverage details, and claim processes.
Conducted regular follow-ups to assess customer satisfaction and address concerns.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Intake Specialist
3 Months
Glass Mountain | 11.2023 - 02.2024
Completed intake assessment forms and filed clients' charts.
Trained and supervised new intake staff to deliver high-quality client care.
Supported office staff and operational requirements with administrative tasks.
Collected, verified, recorded, and processed client demographics, insurance payments, and referral information.
Account Manager
1 Year 6 Months
The Office Gurus | 04.2022 - 10.2023
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Facilitated client satisfaction and renewed customer relations to drive growth.
Monitored and analyzed customer feedback to identify opportunities for improvement.
Led cross-functional teams to deliver exceptional customer service and achieve client satisfaction goals.
Developed and implemented effective account management strategies to enhance client relationships.
Team Lead
2 Years 2 Months
The Office Gurus | 02.2020 - 04.2022
Minimized resource and time losses by addressing employee or production issues directly and implementing timely solutions.
Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
Surpassed team performance targets by 30% by implementing automated reporting systems and targeted training programs.
Achieved 50% reduction in customer complaints by revamping communication protocols and feedback loops.
Education
Bachelor - Applied Business Management
Brigham Young University | Utah | 10-2028
Studying business management principles, digital marketing strategies, customer engagement, market research, data analysis, and professional communication to support business growth and organizational success.
Highschool Diploma
Liceo Antonio Machado | 12-2014
Elementary School
Earle Brown Elementary School | 09-2009
Skills
Responsible
Client Relationship Management
Communication
Problem-Solving
Adaptability
Leadership
Professionalism and ethics
Quotes and sales
Client relations
Account management
Accomplishments
Led the growth of a key client account from 25 to 150 agents, expanding operations across three departments and two countries by implementing data-driven KPI management, workforce forecasting, and resource planning strategies that supported rapid and sustainable business growth.
Certification
English and Spanish Interpreter - FUNVAL - Jul 2024
Legal Assistant - Legal Soft - Aug 2024
Personnel Management - Mar 2026
Google Analytics - May 2026
Linked In Learning - Excel Essential Training (Microsoft Excel) - May 2026.