Tracy Kelly
Hertford,NC
Summary
Accomplished Senior CSR/County Liaison at NC Farm Bureau, adept in Microsoft Excel and prioritization, enhanced customer service by streamlining processes. Expertly managed budgets and coordinated Board meetings, demonstrating exceptional organizational and communication skills. Proven track record in elevating customer experience and operational efficiency.
Overview
11
11
years of professional experience
Work History
Senior CSR/County Liaison
NC Farm Bureau
Roper, NC
01.2013 - Current
- Maintain a high degree of professionalism at all times, representing the organization with integrity in both internal and external interactions.
- Make arrangements for all Board meetings, including preparation of Agenda, Board meeting minutes and financial reports.
- Attend all Board meetings and take minutes.
- Make all hotel reservations for Board Members travel and complete expense reports.
- Maintain and balance a budget for the County. Pay all bills and maintain a record of files, documents, and reports for the County.
- Make appointments for Agents
- Train personnel, take payments, make changes to policies, answer telephone and optimize customer experience by delivering superior customer service and effectively troubleshooting issues.
Education
High School Diploma -
Plymouth High School
Plymouth, IN06.1992
Skills
- Microsoft Word
- Quickbooks
- Microsoft Excel
- Microsoft Outlook
- Office equipment proficiency
- Microsoft Teams
- Administrative Support
- Prioritization
- Able to quickly grasp new concepts
- Scheduling
- Communication
- Organization
Timeline
Senior CSR/County Liaison
NC Farm Bureau
01.2013 - Current
High School Diploma -
Plymouth High School