Adept Executive Assistant with a natural tendency to exceed expectations, seeking to further demonstrate my proven ability of successful, strategic executive management and core competencies in travel + event coordination, expense/budget tracking, and scheduling.
Hi, I’m
Susan Alley
Dallas,TX
Summary
Overview
7
years of professional experience
Work History
Tailwater E&PDallas, TX
Executive Assistant
08.2019 - Current
Job overview
- Provide full range of support to CEO and team that includes schedule, travel, and communication management
- Utilize CRM systems such as Salesforce to track, fill and maintain client relations as well as confidential investor information, records, and communications
- Manage expenses and reimbursements for entire executive team and senior management group
- Coordinate travel + company event logistics and operations including other ad hoc projects/deliverables
- Assist with marketing initiatives and general office administration tasks such as mailings, supplies, inventory, and special events
- Provide exceptional organizational, communication, and interpersonal relations to effectively communicate with internal and external stakeholders
- Streamlined operations and prioritized tasks thus resulting in a more efficient process and an increase in senior staff productivity
Goosehead Insurance Agency
Customer Service Agent
05.2019 - 07.2019
Job overview
- Connected with clients over the phone to provide complete insurance advice and spot potential sales and referral opportunities
- Maintained detailed records of client interactions, processed customer accounts, and filed documents for each interaction
- Executed and created cases that involved policy changes, mortgage requests, claims follow up, and endorsement letters
- Solved customer’s concerns by expediting corrections or adjustments while following up to ensure a resolution has been made
- Assisted with underwriting notices and insured proper follow up for trailing documents for the insureds
Allstate
Retention Specialist
08.2018 - 04.2019
Job overview
- Conducted insurance reviews to explain features of various policies to promote growth and retention in the agency
- Processed applications, endorsements, rewrites, payments, and other various administrative supports
- Focused on protecting clients by selling insurance policies including auto, homeowners, and life insurance
- Ensured that insurance policies complied with regulations and internal procedures
Allstate
Retention Specialist
08.2016 - 08.2018
Job overview
- Maintained documentation and meticulous notes of customers records
- Guided and helped clients implement inspection recommendations
- Promoted and sold all other products offered by Allstate
- Handled endorsements, renewals, notifications, and cancellation calls for one of the top rated Allstate agencies in the United States
- Reported and followed up on claims to guarantee customer satisfaction
The Family Academy
Intern for Child Advocacy and Family Support
01.2016 - 08.2016
Job overview
- Supervised non-custodial parent and child interactions
- Conducted interviews following exchanges and reported detailed notes
- Maintained professional relationships with parents and their children
- Adjusted to uncomfortable situations and remained in control at all times
Education
Brigham Young UniversityProvo, UT
Bachelor's degree from Psychology
2016
University Overview
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Time Management
- Effective Communication & Organization
- Team Leadership & Motivation
- Salesforce CRM Experience
- Office Administration
- Executive Support
Timeline
Executive Assistant
Tailwater E&P
08.2019 - Current
Customer Service Agent
Goosehead Insurance Agency
05.2019 - 07.2019
Retention Specialist
Allstate
08.2018 - 04.2019
Retention Specialist
Allstate
08.2016 - 08.2018
Intern for Child Advocacy and Family Support
The Family Academy
01.2016 - 08.2016
Brigham Young University
Bachelor's degree from Psychology
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