Tracy Lippert
Pittsburgh,PA
Summary
Detail-oriented Administrative Assistant with expertise in document management and customer relationship management. Proven ability to prioritize tasks and maintain confidentiality.
Overview
16
16
years of professional experience
Work History
Administrative Assistant
Wilson & Associates IPM
Pittsburgh, PA
08.2010 - Current
- Directed incoming phone calls, emails, and customer inquiries to appropriate personnel, enhancing communication flow.
- Assisted clients with billing questions, payments, and policy information.
- Processed insurance applications, renewals, endorsements, and policy changes, ensuring timely updates for clients.
- Entered and updated client information in agency management software and databases.
- Prepared, organized and filed client documents, policies, and correspondence
- Maintained confidential client records in compliance with company policies.
- Sorted and distributed incoming mail and faxes to relevant departments.
- Managed inventory of office supplies and equipment, placing orders as necessary.
- Assisted agents with customer service, document preparation, and daily office operations to maintain operational efficiency.
Education
High School Diploma -
Seton LaSalle Catholic High School
Pittsburgh06-1988
Skills
- Customer relationship management
- Billing assistance
- Client communication
- Document management
- Records management systems
- Confidential document control
- Administrative support
- Meeting documentation
- Office correspondence
- Attention to detail
- Task prioritization
- Time management
- Organizational skills
- Problem solving
- Self-starter
- Customer relations
Timeline
Administrative Assistant
Wilson & Associates IPM
08.2010 - Current
High School Diploma -
Seton LaSalle Catholic High School