Teresa Roberts
Human Resource Management
Rock Hill,SC
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
23
23
years of professional experience
5
5
years of post-secondary education
Work History
Insurance & Benefits Client Advocate
Bridge Financial Partners, LLC
Fort Mill, SC
09.2020 - Current
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Handled 401(k)'s for clients from set-up to completing. Processed quarterly reviews for all our 401(k) clients.
Freight Specialist
Accounting Principles/Ross Distribution Center
Rock Hill, SC
07.2019 - 08.2020
- Entered shipping information into computer system and estimated freight and postal rates.
- Determined method of shipment and prepared bills of lading, invoices and other shipping documents
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Create invoices for freight incoming and outgoing. Approve invoices for payments.
Client Retention Manager
Consolidated Planning
Charlotte, NC
05.2019 - 08.2020
- Set up appointments for the Financial Planner. Process all paperwork for life insurance, LTD, and investments.
- Contact clients for meetings and to work with them to get all paperwork turned in and completed.
- Scan all documents into the correct programs where they are needed.
Administrative Specialist I
South Carolina Department Of Health And Human Services
Rock Hill, SC
07.2015 - 05.2019
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Handled mail, packages, emails, document transmissions and other types of data with both manual and automated tracking strategies.
- Handled client correspondence and tracked records to foster office efficiency.
- Resolved customer concerns efficiently to promote satisfaction and loyalty.
- Greet clients, answer phones, scan paperwork into the computer system, and assist clients with paperwork.
Office Administrator
Monumental Life Insurance Company
Rock Hill, SC
11.1998 - 07.2014
- Supported office manager with proactive correspondence management, document coordination and customer relations.
- Delivered clerical support by handling range of routine and special requirements.
- Liaised with assorted base of customers and reps, addressing requests and inquiries via phone or email.
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Kept detailed records of supplies and office equipment use to budget and make orders for new supplies.
- Trained new employees on administrative procedures, company policies and performance standards.
Education
Associate of Applied Science - Human Resource And Business Management
York Technical College
Rock Hill, SC 08.2016 - 05.2021
Skills
Life insurance
Health insurance
Operations management
Account management
Timeline
Insurance & Benefits Client Advocate
Bridge Financial Partners, LLC
09.2020 - Current
Freight Specialist
Accounting Principles/Ross Distribution Center
07.2019 - 08.2020
Client Retention Manager
Consolidated Planning
05.2019 - 08.2020
Associate of Applied Science - Human Resource And Business Management
York Technical College
08.2016 - 05.2021
Administrative Specialist I
South Carolina Department Of Health And Human Services
07.2015 - 05.2019
Office Administrator
Monumental Life Insurance Company
11.1998 - 07.2014