Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence. Cultivated over 10 years of legal and insurance experience prior career transition and currently seeking to maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills, as well as personal and professional growth.
Overview
15
15
years of professional experience
Work History
Office Coordinator
E And S Steel Contractors, Inc.
04.2023 - 04.2024
Developed correspondence letters, memos, and emails daily between a multitude of entities within the construction industry.
Became versed in Pre-engineered Metal Buildings, erection and ground-up construction, OSHA and other federal and state regulations to maintain compliance.
Negotiated contracts with vendors, securing favorable terms that benefited both parties involved in the transaction.
Streamlined office processes by implementing efficient filing systems and organizational strategies.
Maintained a clean, organized workspace to foster productivity among team members.
Leveraged data analysis tools to generate insightful reports, guiding informed decision-making processes within the company.
Contributed to business development efforts by identifying potential growth opportunities and networking with industry professionals at events or conferences.
Implemented inventory control procedures to maintain optimal stock levels and minimize wastage.
Enhanced customer satisfaction by responding promptly to inquiries and resolving issues professionally.
Developed training materials for staff members which improved overall knowledge base within the organization.
Cultivated positive relationships with clients through attentive service ensuring repeat business from satisfied customers.
Evaluated performance metrics regularly which allowed for adjustments in strategy to meet goals effectively.
Facilitated the onboarding process for new employees by organizing orientation sessions and providing necessary resources.
Ensured compliance with industry regulations by maintaining accurate records and documentation for audits or inspections if needed.
Provided administrative support such as preparing meeting agendas, taking minutes, maintaining calendars, booking travel arrangements when necessary.
Collaborated with cross-functional teams on various projects to achieve shared objectives efficiently.
Assisted in marketing initiatives by creating promotional materials and coordinating event logistics for increased brand visibility.
Optimized workflow efficiency by delegating tasks according to individual strengths and skill sets.
Managed financial transactions, including invoicing, expense tracking, and payroll processing for timely payments.
Updated reports, managed accounts, and generated reports for company database.
Resolved financial discrepancies and customer billing issues with timely attention.
Maximized cash flow through optimal billing and collection processes.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Coordinated with vendors and suppliers to facilitate timely payments.
Prepared and submitted monthly, quarterly and annual financial statements to inform decision-makers.
Utilized company's accounting systems to review reports and prepare assessments.
Analyzed data related to administrative costs and spending trends to prepare budgets for personnel.
Developed and maintained effective relationships with banking institutions to support financial operations.
Implemented and maintained internal controls to protect financial assets.
Implemented project management techniques to overcome obstacles and increase team productivity.
Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Hired, managed, developed and trained staff whilst assisting new employees in completing onboarding forms.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
Completed weekly payroll for 27 employees.
Organized meetings for executives and coordinated availability of conference rooms for participants.
Managed supervisor itinerary and appointments and streamlined scheduling procedures.
Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
Developed internal requirements and standards to minimize regulatory risks and liability across programs.
Conducted ongoing reviews of program financial systems to assess cost control measures.
Administrative Assistant
Rainstorm Solutions LLC.
10.2022 - 02.2023
Daily tasks included managing client accounts through Intuit Quickbooks whilst ensuring that the flow of business beginning from a project bid, to producing an estimate, managing the work performed, and finally producing a final invoice for the client were all completed to meet expectations
Prepared necessary documents, charts, and projections for the weekly Production Meeting
I worked closely with the Operations Manager to ensure that we maintained a running itinerary of all work to be performed, work in progress, and any changes made by our crews or the Superintendent of the development in production
One of my primary tasks was to coordinate between our crew leads and the Superintendents to verify that the necessary materials, crew members, labor, and equipment needed were available and assigned for work on the start date of the assignment
At the conclusion of the work performed, such as Silt Fence Installation or preparing a temporary driveway, I produced invoices that accurately reflected all work performed, materials used, itemized costs including time and materials, labor, and the final total cost
Being detail-oriented is crucial as I needed to confirm that I taxed materials and did not tax labor or equipment for example, and confirmed which clients are tax-exempt versus those who are not
I used advanced math on a consistent basis when determining the width and depth of Raingardens that were to be installed at the client's residence by using Google Earth to determine the total area in square footage, then I would make the required conversions to cubic feet and adjust footage to accommodate the anticipated rain pool while preventing any overflow.
Service Support Team Member
Jimmy Woodruff State Farm Insurance Agency
06.2021 - 07.2021
Responsible for delegating customer needs to the appropriate personnel whilst managing Beginning of Day duties that included reaching out to insureds in regards to premium payments, annual policy reviews, client feedback, inquiries, State Farm Products, and any assistance further requested by the Insured
Knowledgeable in First Notice of Loss in filing a claim and/or assisting an Insured in filing a claim
Provided claims status and updates as needed to the Insured regarding their policy and/or claim
Ensured that we provided a warm and welcoming environment for all potential and returning clients that entered the office
Responsible for gaining additional knowledge pertaining to Property, Casualty, Health, Accident, and Life coverages with the goal to maintain all pertinent licenses.
Contractor for Duke Energy - WMS ERO
Gus Perdikakis Associates Inc.
08.2019 - 04.2020
As a Contractor working in Work Management and Contractor Invoicing, my duties included consistently performing audits while processing Contractor Time Reports and Contractor Payment Requests accurately and within the allotted Net Terms per the guidelines set in place based on the customer, their referenced contract, and services performed by the customer specifically; services performed range from engineering to environmental services, in addition to oversight, overhead and underground construction, as well as lighting
Maintained accurate and timely statuses of each invoice submitted by the customer while providing detailed written communication regarding any issues pausing or preventing processing of the invoice
I determined in response to the abundance of information I am required to retain in order to accurately and satisfactorily perform my duties, it would be crucial to construct a book of guidelines, notes, updates, job aides, and outlines detailing how to perform tasks ranging from creating an IT ticket, to correcting or constructing an accounting string, to auditing and processing Retrofit invoices
In turn, I openly shared this knowledge handbook with teammates to assist in accomplishing our goals as a successful team
As a member of the WMS team, I embraced safety guidelines such as actively caring and Ergonomics
Took initiative to develop and maintain strong customer relations which in turn is paramount in this position as a Work Management Specialist as we are often the representatives between internal and external customers
I have observed instances where a customer's contract was coming to a conclusion and therefore encouraged the customer to submit all outstanding invoices for the contract in an effort to process the invoices within the allotted time of the budget associated with the contract
This resulted in satisfied customers as we took the initiative to ensure payment would be issued for services provided
I continuously engaged in ongoing training and continuing education
Reviewed and assessed encountered errors that occur during processing while collaborating with other internal teams to expedite the resolution of the issue encountered.
Managed multiple projects simultaneously while maintaining strict adherence to deadlines and budgets.
Executive Administrative Assistant
TPK, LLC.
01.2018 - 08.2019
Effectively assisted the managerial staff in utilizing their time by performing all secretarial and administrative tasks
Regularly interacted with managerial staff on operational issues and therefore can be trusted to complete duties on their behalf and in their absence
Assisted in documenting and categorizing expenses using QuickBooks
My duties also included screening incoming calls, maintaining high office standards, creating and preparing correspondence to be utilized for PR purposes, scheduling meetings and booking company meeting spaces, and maintaining accurate inventory of company supplies
Regularly coordinated multiple tasks whilst managing competing priorities and ensuring that my employer's schedule operated seamlessly.
Salon Manager
Palm Beach Tan
10.2016 - 11.2017
As a Salon Manager for a profitable and prestigious tanning company, I began training as an MIT and did so thoroughly with regard to maintaining my salon in relation to cleanliness, maintenance of equipment, revenue goals, customer and client retention, premier retail, and above and beyond customer service
My duties included hiring and training new employees and ensuring that my staff completed their tasks upon assignment to ensure that the flow of business provides for outstanding customer service
On a weekly basis, managerial tasks were performed such as MMP Reports, task checklists, along with retail inventory and assessing customer surveys
Numerous store tours were conducted to ensure absolute transparency for the customers with the goal of obtaining and securing new memberships
Both PTA and PRA, based on sales and commissions, were maintained at an average of 100% or above
I remained mindful of areas for improvement and continued to encourage my employees to increase both revenue and sales
During my employment with Palm Beach Tan, my staff increased our overall PTA and PRA from below to above 100%
In order to achieve my goal of providing excellent customer service, I retained and exercised my ASL with the goal of effectively communicating with a hearing-impaired client.
Kemper Insurance Contractor
United Subrogation Associates
10.2015 - 06.2016
As a contractor, I was provided access to Kemper's database for the purpose of obtaining required documents needed to perform tasks such as filing Arbitration and distributing needed documents to our staff for subrogation demands and recovery purposes
My team and I filed a multitude of arbitration claims on behalf of Kemper in a timely manner with well-crafted contentions that often resulted in full indemnification of Kemper's total exposure of the claim filed
In addition, we kept Kemper adjusters informed in regards to their claims and provided status reports tailored to their specific needs.
Arbitration Claims Manager
United Subrogation Associates
01.2014 - 06.2016
As Arbitration Manager, I developed a strong and persevering team of arbitration professionals who are skilled in filing Applicant claims as well as Respondent claims in all forums
We engaged in continuing education as it is imperative to be involved in continuing education provided by Arbitration Forums so that we may be informed as to what is expected with each docket filed
I processed this information and conducted meetings with my staff to keep them informed so that we may continue to recover exposures for our clients and submit well-crafted contentions
We have also saved multiple clients in costs regarding Respondent claims by becoming both familiar and fluent with state laws and by doing adequate research that pertained to specific claims
I desire to be a part of the Arbitration Panel on a monthly basis to increase my expertise in the field of Arbitration and to become educated in the field of rendering fair decisions.
Director, Sales and Marketing
United Subrogation Associates
12.2012 - 01.2014
As Director of Sales and Marketing, my objective was to locate and educate prospective insurance companies in regards to the services our company offered regarding subrogation, collections, filing suits, and arbitration
On a consistent basis, I contacted and visited a multitude of insurance companies to steadily build an affable relationship with the goal of obtaining the company as a client and to provide services for the company to assist in increasing their bottom line, reducing operational costs, as well as indemnification and claims consultations
I was able to steadily obtain and maintain 12 insurance companies in a period of 1 year; furthermore, I invested myself in a multitude of claims submitted by the clients I recruited in order to have relevant knowledge of the status of certain claims for the purpose of discussing their status with the adjuster or claims manager that submitted the claim to our office.
Subrogation Specialist
United Subrogation Associates
03.2012 - 12.2012
I specialized in the recovery of uninsured motorist claims, became familiar with inland marine as well as property and casualty, along with locating and pursuing insurance on subrogation claims
I utilized skip tracing along with Clear Reports to locate and contact at fault parties in an effort to recover exposures associated with the insured's' damages
Furthermore, I became familiar with laws in all 50 states in regards to filing suspension of an uninsured motorist's license to assist in recovery
Continuing education in regards to these topics is crucial to me due to the ever-changing laws that may impact the manner in which the claim is pursued
I utilized my acquired knowledge and immediately began exceeding my monthly goals as set by the company.
Shift Supervisor and Barista
Starbucks Coffee
06.2009 - 03.2012
Shift Supervisor and Barista duties included consistently providing excellent customer service while maintaining a regular customer base with a steady return by ensuring that drinks were made properly and efficiently in accordance with Starbucks guidelines
Furthermore, I ensured it was completed appropriately on a weekly basis and accounted for each product order once received and ensured that all orders were stored properly and within guidelines
As a partner, I also performed superior cleaning duties to guarantee that our store was consistently within the company guidelines of a hygienic environment.
Education
North Carolina Health & Accident License -
North Carolina Property & Casualty License -
NCDOI Flood Insurance completion -
Texas All-Lines Adjusters License -
No Degree - Fall Protection And OSHA Compliance
Hertz 24 Hour Fall Protection Certification
Wilmington, NC
02.2024
Texas A&M University at Corpus Christi - Healthcare Administration
01.2009
Trinity Valley Community College - Dual Credit Courses
01.2005
Terrell High School - Top 10%, graduated with honors
01.2005
Skills
Complex problem solving and cognitive flexibility
Reliable strong verbal, electronic, and written communication skills
Filemaker Claims
Focus (Kemper Claims Systems)
Xactimate
Microsoft Office Suite including but not limited to Excel and PowerPoint
Windows 98, 2000, XP, and NT
Intercompany Arbitration Forums online filing as both Applicant and Respondent
UltiPro Systems
Google Workspace, Google Cloud AI, Small Business Solutions, Digital Marketing, Networking
Data Analytics, Date Archiving, Python Coding, Linux Systems