Sylvia Stratton
Portland
Summary
To find a position that offers both a challenge and the opportunity to assist people
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.
Overview
37
37
years of professional experience
Work History
Customer Services Rep 1 and 2, Staff Service Support
Fortegra Insurance (AKA PBG and Mid Mountain Insurance Agency)
01.2021 - Current
- General duties were answering and routing calls.
- Calling clients regarding needed documentation and/or missing payments
- Maintained daily sales reports
- Working with Clients to complete their on-line application(s) to purchase their policies & plans.
- Securely receiving and storing personal/confidential information from clients
- Completion of all necessary documents both physical & digital.
- Worked with and created Excel & Work reports
- Assisted with closing Oregon office and moving local staff to remote work
- Created training for new staff (out of state)
- Trained new Omaha office CSR staff both in person and from remote location
Call Center Voice Agent, OEBB/PEBB Operations Specialist, Receptionist (Guide), Receptionist Mentor, Leader (Coach), Leader Mentor, Location Coordinator, CHAMP Specialist, CHAMP mentor, AW Specialist and AW On-Boarding Coordinator for two territories. Project Manager
WW NACO (Formerly Weight Watchers)
01.2002 - 01.2021
- Lead meetings/workshops and trainings for transitions in practices and procedures
- Completed on-boarding of new staff (I-9 completion) to include training and mentoring Guides and Coaches
- Monitored and lead various conference calls, in person and Zoom meetings
- Was a part of a team to train staff for annual program updates
- Created and lead seminars to give new staff hands on experience with all paperwork.
- A deep understanding, knowledge and appreciation of standards and procedures.
- Created and maintained numerous Excel spreadsheets for OEBB/PEBB Workplace Workshops, to include formulas to track and highlight underperforming workshops and weekly updates to local, reginal and national managers.
- Created an Excel spreadsheet to monitor OEBB/PEBB membership and set up reminders to contact members as they showed no attendance in a workshop in four (4) or more weeks
Office Manager / Dispatcher / Bookkeeper
Truckways, Inc.
01.1992 - 01.2007
- Creation of both training procedures and employee manuals.
- Interviewing and hiring and training procedures of new staff
- Managing staff in most effective use of individual staff skills and company resources.
- Dispatching of drivers for pickup and delivery services.
- Answering phones and taking shipping orders from clients and vendors
- Creating and maintaining work schedules for most efficient use of staff
- Duties also included all bookkeeping, banking, account payable and receivable duties.
- To include end of month, quarterly and annual financial statements.
- Responsible for all state and federal filings and reports.
- Various reports as needed using Lotus123 & later Excel
Office Manager / Full Cycle Bookkeeper / Customer Relations
T & B Supply, Goodyear Tire Wholesale
01.1989 - 01.1991
- Managing sales and administrative staff, assigning and scheduling duties and shifts
- Interviewing and hiring of all new staff
- Creation of training procedures for all staff
- Duties also included all bookkeeping, banking, billing and payment duties.
- Including end of month, quarterly and annual financial statements.
- Customer Service both phone and in person.
Education
Accounting, Office Management
Multiple Community Colleges
Skills
- General Office Skills, including creating letters and emails, filing, answering phones
- Customer support
- Customer relations
- Database maintenance
- Organization
- Complaint handling
- Account updates
- Database management
- Remote assistance
- Documentation
- Scheduling
- Microsoft Office Suite
Timeline
Customer Services Rep 1 and 2, Staff Service Support
Fortegra Insurance (AKA PBG and Mid Mountain Insurance Agency)
01.2021 - Current
Call Center Voice Agent, OEBB/PEBB Operations Specialist, Receptionist (Guide), Receptionist Mentor, Leader (Coach), Leader Mentor, Location Coordinator, CHAMP Specialist, CHAMP mentor, AW Specialist and AW On-Boarding Coordinator for two territories. Project Manager
WW NACO (Formerly Weight Watchers)
01.2002 - 01.2021
Office Manager / Dispatcher / Bookkeeper
Truckways, Inc.
01.1992 - 01.2007
Office Manager / Full Cycle Bookkeeper / Customer Relations
T & B Supply, Goodyear Tire Wholesale
01.1989 - 01.1991
Accounting, Office Management
Multiple Community Colleges
Awards
Receptionist Mentor of the Year, LC of the Year, Leader of the Year and Diamond Leader (multiple years), various sales and other awards.
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