Valerie Potocki
Churchville,NY
Summary
Dynamic and results-oriented professional with extensive experience in administrative and customer service roles, notably at Lewis Tree Service. Skilled in data entry, verbal and written communication, and fostering strong client relationships.
Hardworking and focused Administrative professional offering excellent communication, planning and prioritization skills demonstrated through numerous years of performance.
Insurance professional with extensive experience in processing claims. Strong skills in evaluating, verifying, and documenting claims to ensure accurate and timely resolutions. Managing mail and updating tracking spreadsheets. . Known for collaborating effectively with team members and adapting to changing needs. Reliable in maintaining high standards and achieving results in fast-paced environment.
Overview
28
28
years of professional experience
Work History
Corporate Administrative Assistant
Lewis Tree Service
05.2023 - Current
- Demonstrated strong multitasking skills, simultaneously managing multiple projects with competing deadlines.
- Contributed to a positive work environment by fostering professional relationships with team members and clients.
- Coordinated large-scale corporate events, ensuring seamless execution and attendee satisfaction.
- Assisted in the onboarding of new employees, facilitating a smooth integration into the company culture.
- Managed phone and email correspondence and handled incoming and outgoing mail.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, managing incoming and outgoing mail.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Managed approximately 15 to 30 calls for password resets within the company.
Office Assistant
VIP Maintenance Inc. DBA College Bound Sealers
04.2015 - 05.2023
- Provided clerical support to company employees by copying, faxing, scanning and filing documents.
- Responded to inquiries & complaints from callers seeking information and answers.
- Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
- Transferred and directed phone calls, guests and mail to correct staff members.
- Answered an average of 30 to 50 calls a day on multi line phone system.
Health Care Aide
Rochester Presbyterian Home
06.2012 - 04.2015
- Assisted patients with dressing, grooming and feeding needs, helping to overcome and adapt to mobility restrictions.
- Maintained clean, safe and well-organized patient environment.
- Kept accurate records of patients' care, condition and progress.
- Delivered compassionate care and clear communication in handling issues of death and dying.
Accounts Payable Clerk
Conifer Realty LLC
03.2009 - 12.2010
- Prepared vendor invoices and processed incoming payments.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Maintained good working relationships with vendors and resolved disputes.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Matched purchase orders with invoices and recorded necessary information.
- Supported management by processing invoices and documents with consistent on-time delivery.
Insurance Agent
Boughner Rabideau Agency
09.1996 - 03.2009
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Facilitated smooth claim processes for clients, ensuring they received prompt and fair settlements.
Education
NYS Property And Casualty Certification - Property And Casualty
Bryant And Stratton College
Rochester, NY04.1996
No Degree - Tourism And Travel Management
Herkimer County Community College
Herkimer, NY05.1992
High School Diploma -
Churchville Chili High School
Churchville, NY06.1989
Skills
- Data Entry & Recording
- Verbal and Written Communication
- Spreadsheet Creation
- Answering Phones
- Document Scanning
- Claims
- Teamwork
- Customer service
- Time management
- Attention to detail
- Multitasking Abilities
- Reliability
- Active listening
- Self motivation
- Professionalism
Timeline
Corporate Administrative Assistant
Lewis Tree Service
05.2023 - Current
Office Assistant
VIP Maintenance Inc. DBA College Bound Sealers
04.2015 - 05.2023
Health Care Aide
Rochester Presbyterian Home
06.2012 - 04.2015
Accounts Payable Clerk
Conifer Realty LLC
03.2009 - 12.2010
Insurance Agent
Boughner Rabideau Agency
09.1996 - 03.2009
NYS Property And Casualty Certification - Property And Casualty
Bryant And Stratton College
No Degree - Tourism And Travel Management
Herkimer County Community College
High School Diploma -
Churchville Chili High School
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