SIERRA PORTNOY
Parkland,FL
Summary
Objective to obtain full-time position as executive or administrative assistant within medium-sized organization
Overview
13
13
years of professional experience
Work History
Executive Administrative Assistant/New Business Processor
Rosenzweig Financial Services
01.2022 - 01.2024
- Answered incoming calls from clients, insurance carriers, and other stakeholders.
- Managed calendars, appointments, reservations, travel itineraries, meetings agendas, flights and operational support for President/CEO.
- Maintained accurate records of all interactions, inquiries, points of contact, and plans for follow up with clients, case managers, and other stakeholders
- Utilized computer platforms including Microsoft Excel for data entry and analysis.
- Contributed to a fast-paced environment by adapting to changing priorities and deadlines.
- Attended weekly meetings to brainstorm innovative ideas for workflow process improvement.
- Provided weekly sales reports to ensure that all actions are supported by relevant data and analysis.
- Cultivated a positive team culture by assisting with projects and collaborating with colleagues across departments.
- Drafted advisor agendas, spreadsheets, and presentations in preparation for client appointments.
Licensed Insurance Agent
Banker's Life & Casualty
01.2017 - 01.2022
- Provide customized insurance solutions to working Americans and retirees.
- Attend meetings and trainings on a weekly basis.
- Contact, schedule, and carry out in-home appointments with potential clients.
- Employ marketing methods such as cold-calls, mailers, referrals, & seminars.
- Interview prospective clients to obtain information on about their current health, financial resources, needs, and existing coverage.
- Identify areas of concern and customize client solutions to meet individual objectives.
- Determine suitability of solutions through field underwriting.
- Explain features, advantages, and disadvantages of various policies to promote the sale of insurance
- Ensure that the appropriate forms and pending application requirements are fulfilled in a timely fashion
Sales Manager
Delray Tan & Spa
01.2015 - 01.2017
- Resolve employee conflicts and customer concerns
- Prepare nightly sales and shift reports
- Monitor product inventory for shortages
- Supervise the training program for all new employees, coordinating soft skill development and operational procedures
Sales Representative
Delray Tan & Spa
01.2014 - 01.2015
- Receive and respond to various customer inquiries
- Schedule daily appointments
- Provide reasonable accommodations in order to exceed customer expectations whenever possible
- Build productive trust relationships with customers
- Remain knowledgeable on products/services offered and discuss available options
Sales and Stock Associate
GUESS? Inc.
01.2011 - 01.2013
- Receive and process weekly shipments
- Reorganize, systemize and maintain stock room
- Monitor for product inventory shortages
- Execute monthly floor sets with the visual merchandising team
- Meet hourly sales goals through direct customer interactions
- Multitask in a fast-paced environment
- Carry out returns, exchanges and purchases
Education
Bachelor of Business Administration - Business Management, Entrepreneurship, Business Law
Florida Atlantic University
01.2017
Skills
- Administrative skills and business communication
- Strong phone etiquette
- Written and electronic communication
- Client record management
- Proficient in Google Suite and Microsoft Office
- Customer service and sales experience
- Organizational skills and attention to detail
- Multi-tasking and workload prioritization
- Marketing strategies and client retention
Timeline
Executive Administrative Assistant/New Business Processor
Rosenzweig Financial Services
01.2022 - 01.2024
Licensed Insurance Agent
Banker's Life & Casualty
01.2017 - 01.2022
Sales Manager
Delray Tan & Spa
01.2015 - 01.2017
Sales Representative
Delray Tan & Spa
01.2014 - 01.2015
Sales and Stock Associate
GUESS? Inc.
01.2011 - 01.2013
Bachelor of Business Administration - Business Management, Entrepreneurship, Business Law
Florida Atlantic University