Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic

Theresa M Wagner

La Mesa,CA

Summary

Dynamic Account Manager offering expertise in building partnerships, retaining key accounts, and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers, and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management. Proficient in Microsoft Word for Windows, Microsoft Excel, Microsoft Outlook, and QuickBooks.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Account Manager/Office Manager

Farmers Insurance – Lisa Rockwell Office
07.2021 - Current

long-term

  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Improved overall team productivity by implementing best practices in organization and time management.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Built relationships with customers and community to promote long term business growth.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Managed high volume incoming/outcoming, phone calls and emails from customers, staff, and vendors

Manager/Dealer

Casino Magic
01.2014 - 12.2021
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.
  • Developed, maintained and utilized diverse client base.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Dealt cards and compared hands to determine winners of games such as blackjack.
    Prepared players to join games by explaining rules and exchanging money for chips.
    Applied standard or special rules to games based on pre-agreed game rules.

Project Coordinator/Administrative Assistant

Xpedient Communications
02.2017 - 10.2018
  • Provide excellent customer service, and coordinate service calls with clients
  • Provide daily coordination of technician schedules with the corresponding Project Manager
  • Coordinate project/job schedules with Project Managers
  • Input data entry and verification of employee timesheets on a weekly basis
  • Compile vendor/subcontractor packets and maintain employee's files
  • Assembler new hire packets
  • Assist Operations Manager and complete other clerical duties as assigned - typing, answering phones, filing A/P and A/R documents.
  • Managed high volume incoming/outgoing phone calls, emails and faxes per day by customers, vendors and staff

Dealer

Casino Gold
12.2010 - 12.2016
  • Dealt cards and compared hands to determine winners of games such as blackjack.
  • Prepared players to join games by explaining rules and exchanging money for chips.
  • Applied standard or special rules to games based on pre-agreed game rules.
  • Created enjoyable atmosphere for players by engaging patrons in positive and entertaining conversation.

Education

Some College -

Cuyamaca-Grossmont College
El Cajon, CA
06.1993

High School Diploma -

Santana High School
Santee, CA
06.1987

Skills

  • Converting leads
  • Account Servicing
  • Contract Negotiation
  • Client Relationship Management
  • Customer Service
  • Prioritizing workflows
  • Project Management

References

Upon Request

Certification

  • Licensed: Casualty Broker-Agent,
    Property Broker-Agent - July 2021 - Present

Timeline

Account Manager/Office Manager

Farmers Insurance – Lisa Rockwell Office
07.2021 - Current

Project Coordinator/Administrative Assistant

Xpedient Communications
02.2017 - 10.2018

Manager/Dealer

Casino Magic
01.2014 - 12.2021

Dealer

Casino Gold
12.2010 - 12.2016

Some College -

Cuyamaca-Grossmont College

High School Diploma -

Santana High School
Theresa M Wagner