SARAH JONES
Princeton,TX
Summary
Highly organized and detail-oriented professional with experience in administrative and client service roles. Proven ability to manage schedules, communication, and client inquiries. Adept at multitasking in fast-paced environments and ensuring smooth operations. Looking to leverage skills in supporting a team and achieving goals while embracing the city of McKinney's core values of respect, integrity, service, and excellence.
Overview
3
3
years of professional experience
Work History
Branch Office Adminastrator
Allworth Financial
Addison
02.2023 - Current
- Managed the scheduling and coordination of meetings for financial advisors
- Facilitated the processing of incoming correspondence
- Maintained seamless communication across multiple teams and departments
- Oversaw phone queues and efficiently directed client calls as appropriate.
Service Agent (Licensed)
Goosehead Insurance
Westlake
07.2022 - 02.2023
- Proficiently fielded inbound calls with adaptability to address varied client needs
- Executed policy endorsements and administrated billing cycle updates
- Meticulously revised insurance policies for accuracy
- Delivered exceptional white-glove service to clients, consistently achieving a 99% Key performance Indicator (KPI) score.
Barista/Barista Trainer
Starbucks Coffee
Princeton
06.2021 - 06.2022
- Developed comprehensive training plans for baristas and provided ongoing coaching and mentorship
- Adhered to strict operational routines to optimize productivity and precision in beverage and food preparation
- Fostered open communication among team members to enhance overall efficiency
- Effectively supervised and facilitated barista roles and responsibilities throughout shifts.
Education
Associate - Business Management
Collin College
05.2024
Skills
- Microsoft Office 365
- Canva
- Docupace
- DocuSign
- Salesforce (CRM)
- Client Relationship Building
- File Organization
- Customer Service
- Cross-functional Communication
- Scheduling appointments
- Supply Replenishment
Timeline
Branch Office Adminastrator
Allworth Financial
02.2023 - Current
Service Agent (Licensed)
Goosehead Insurance
07.2022 - 02.2023
Barista/Barista Trainer
Starbucks Coffee
06.2021 - 06.2022
Associate - Business Management
Collin College
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