SUMMARY
Overview
Work History
Education
Skills
Certification
References
Personal Information
Timeline

Sophia Phelps

Master's Transportation
Peculiar,MO
1
Certification
10
years of professional experience

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Work History

Customer Service Expert

10 Months
Rate Insurance | 01.2026 - Current
  • Managed inbound customer inquiries regarding policy details, billing, and claims support.
  • Resolved coverage questions with clear explanations of insurance terms and procedures.
  • Processed policy changes accurately while maintaining updated customer records.
  • Processed policy payments for monthly and annual policies.
  • Coordinated follow-up on pending requests, renewals, and service escalations.
  • Supporting administrative tasks for team and management.
  • Daily maintenance of policy cancellation download list.
  • Weekly maintaining yearly non-download renewal list for policies.

Executive Assistant to the Chief Executive Officer

3 Years
Master's Transportation | 11.2023 - Current
  • Maintained a calendar of appointments for the CEO, ensuring that all commitments were met on time.
  • Coordinate and manage travel schedule, hotels, air travel, car rental, and all receipts.
  • Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
  • Coordinated executive communications, including taking calls, responding to emails and interfacing with clients.
  • Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
  • Maintained company confidence and protected business operations by keeping sensitive information confidential.
  • Provided support to other executives within the organization as required.

Fleet Coordinator/Office Manager

1 Year 10 Months
Master's Transportation | 12.2021 - 10.2023
  • Managed fleet operations for government and personal usage.
  • Managed vehicle maintenance including inspections, tags and licensing.
  • Directed operations for managing rental and sales vehicle keys.
  • Generated and validated monthly audits for inventory management of the fleet.
  • Supervised Detail team ensuring high levels of satisfaction for customers receiving their vehicles.
  • Located and transported vehicles from fourteen locations for customer contracts.

Customer Service Representative

8 Months
Master's Transportation | 04.2021 - 12.2021
  • Reserved vehicle rentals for clients.
  • Delegate customer service issues.
  • Processed deposits and payments.
  • Utilize Salesforce CRM to manage client interactions and agreements.
  • Expanded customer options by executing additional fleet purchasing services.

Billing/Customer Svc

1 Year 8 Months
Berman & Rabin Law Firm | 08.2019 - 04.2021
  • Answer calls on inbound center averaging 35+ a day
  • Order DME supplies and equipment for patients (CPAP, oxygen, ventilators, etc)
  • Locate valid prescriptions for patients and answer insurance questions
  • Work with accounts receivable and receive payments

Maid

4 Years 2 Months
Two Gals & A Lot of Paper Towels | 06.2016 - 08.2020
  • Cleaned homes as a part time summer job
  • Based pricing off of square foot and customer requests

Server and Cashier

4 Years 2 Months
Culvers | 06.2016 - 08.2020
  • Served customers, took orders, bussed tables and maintained dining room for cleanliness

Education

Graduate

Raymore Peculiar High School | Peculiar, MO | 05.2019

Skills

Typing - 65 WPM
Strong Verbal Communication
Strong Software Proficiency
Microsoft Office
Excel
Outlook
Motivated Self-Organizer

Certification

  • Executive Assistant

References

References available upon request.

Personal Information

Current Title: Customer Service Expert

Timeline

Customer Service Expert

Rate Insurance
01.2026 - CurrentRead More

Executive Assistant to the Chief Executive Officer

Master's Transportation
11.2023 - CurrentRead More

Fleet Coordinator/Office Manager

Master's Transportation
12.2021 - 10.2023Read More

Customer Service Representative

Master's Transportation
04.2021 - 12.2021Read More

Billing/Customer Svc

Berman & Rabin Law Firm
08.2019 - 04.2021Read More

Maid

Two Gals & A Lot of Paper Towels
06.2016 - 08.2020Read More

Server and Cashier

Culvers
06.2016 - 08.2020Read More

Raymore Peculiar High School

Graduate
Read More
Sophia Phelps