Terri Zerby
Yukon,OK
Summary
Offering excellent organizational and communication skills suited for coordinating variety of events, and eager to learn and grow in this dynamic field. Conducts thorough research and planning to ensure all aspects of event are covered, including logistical details and vendor relations. Ready to use and develop problem-solving and multitasking abilities. Motivated professional with extensive experience in customer service, sales and administrative tasks. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
6
6
years of professional experience
Work History
Family Service Consultant
Trout Funeral Home / Precoa
11.2019 - Current
- Provided information about service procedures and expected timelines.
- Collaborated with team members to develop new strategies for enhancing customer satisfaction and retention.
- Documented payment details and personal information on customer accounts.
- Served as a key point of contact for clients, providing expert guidance on products and services while maintaining excellent communication throughout all stages of the process.
- Calculated quotes and educated potential clients on insurance options.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Event Coordinator / Operations Specialist
City Of Ponca City
03.2024 - 05.2025
- Coordinated schedules and timelines for events.
- Adapted quickly when faced with unexpected challenges or changes in plans, maintaining composure while finding effective solutions.
- Managed event logistics and operations.
- Collaborated with cross-functional teams to ensure seamless event execution and positive outcomes.
- Handled crisis management situations promptly, minimizing negative impact on event outcomes and client satisfaction.
- Established positive relationships with clients, ensuring their needs were met throughout the event planning process.
- Scheduled Security
- Created billing invoice
- knowledge in incode and excel
- Managed budgets effectively, negotiating contracts to secure cost savings without compromising quality.
- Conducted post-event analysis, identifying areas of improvement for future events.
Education
Licensed Insurance Producer
State Of Oklahoma01-2019
High School Diploma -
Praying Hands Christian Academy
Noble, OK05-2005
Skills
- Cash handling
- Client relationship building
- Customer relations
- Public speaking
- Schedule management
- Complaint resolution
- Schedule coordination
- Account management
- Staff education and training
- Strong work ethic
- Customer service
- Attention to detail
- Multitasking and organization
- Computer skills
- Data entry
- Conflict resolution
- Documentation and reporting
- Event planning
- Project management
- Corporate events planning
- Room setup and breakdown
Timeline
Event Coordinator / Operations Specialist
City Of Ponca City
03.2024 - 05.2025
Family Service Consultant
Trout Funeral Home / Precoa
11.2019 - Current
Licensed Insurance Producer
High School Diploma -
Praying Hands Christian Academy
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