Sari Giles
Columbia,TN
Summary
Skilled professional with great motivation, organization, and customer service skill sets. Proven success and experience with Microsoft Office applications and customer service. Excellent internal and external communication skills. Excel at prioritizing, following directions, resolving issues, and following through to achieve goals set by Management. Strong relationship-builder focused on meeting customer needs. Strong work experience and a recent Business Management graduate at TN Volunteer State College.
Overview
5
5
years of professional experience
Work History
Productions Assistant
Country Financial
04.2023 - Current
- Managed incoming phone calls and voicemails communicating between client and agent over the needs for their policies.
- Maintained efficient production level by submitting policies on time, processing and managing policy changes, creating quotes for home, auto and umbrella, and day of event insurance.
- Started claims report for clients and communicating with claims department to ensure an efficient transition.
- Creating certificate of insurance for commerical and day of insurance policies.
- Communicating between our underwriting department and client to relay documentation needed for write backs in order to keep policies active, up to date and help maintain discounts applied to policies.
- Supporting on-time project completion by effectively prioritizing tasks and managing workflow.
- Manage incoming emails and faxes.
Office Manager
7.0 Blinds and Shutters
07.2022 - 03.2023
- Excelled in all customer service areas, managing the phones, company email, troubleshooting, and ensuring any conflict was resolved with 100% customer satisfaction
- Schedule installation and estimate appointments with customers
- Working with each customer availability and internally communicating the schedules to the team
- Track customers’ orders for on time delivery and identify any shortages with parts and supplies that would impact the installation
- Ordered parts needed based on specific treatments for each individual customer
- Communicated with designers and window treatment suppliers daily.
Administrative Assistant
Brain & Stroke Care
01.2020 - 05.2020
- Answered phone calls and took messages and arranged meetings with medical professionals
- Filled medication refills, created lab, MRI and screen testing
- Created invoices and managed patient payments.
Receptionist
Pediatric Neuromuscular Clinic
10.2019 - 12.2019
- Effectively organized, tracked, maintained electronic medical records for the patients
- Ensuring accuracy and efficiency for the doctors
- Hold a basic understanding of medical terminology, coding, and what is needed to maintain a patient records and charts
- Performed the basic receptionist duties involved greeting and attending to patient needs
- Managed financial transactions and maintained organized and accurate documentation of patient’s paperwork
- Worked with insurance companies to verify patient coverage and communicating issues to the patients
- Tended to all incoming fax and emails.
Education
Licensed in Property & Casualty Insurance
05.2023
Associate of Applied Science degree in Business Management -
Volunteer State Community College
12.2022
Skills
- Customer Service
- Documentation
- Verbal and Written Skills
- Conflict Resolution
- Daily Office Tasks
- Professional Communication
- Motivated and Enthusiastic
- Strong Work Ethic
- Positive Attitude
- Client Needs Assessment
- Microsoft Office
- Multi-tasking
Timeline
Productions Assistant
Country Financial
04.2023 - Current
Office Manager
7.0 Blinds and Shutters
07.2022 - 03.2023
Administrative Assistant
Brain & Stroke Care
01.2020 - 05.2020
Receptionist
Pediatric Neuromuscular Clinic
10.2019 - 12.2019
Licensed in Property & Casualty Insurance
Associate of Applied Science degree in Business Management -
Volunteer State Community College