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PHONE NUMBER AVAILABLE EMAIL AVAILABLESummaryDedicated executive assistant with over 16 years of professional experience, excellent organizational skills with experience in managing teams and expectations of staff.ObjectiveTo obtain a position that will enable me to use my organizational and communication skills in a challenging position with opportunity for growth and advancement.Skills & AbilitiesMicrosoft Excel, Word and OutlookNotaryMarketingTechnology SupportOrganizationEffective CommunicationIntegrityTeamworkProblem SolvingWillingness to learnCertificationsTexas Life and Health Insurance Agent License, from 2009Texas Notary PublicExperienceMorgeson Consulting 7/2021-10/2023-Part Time: Office Manager I maintained the office. I was responsible for supplies and equipment. I handled accounts payable and accounts receivable. I oversaw everything QuickBooks, the delinquent report, recouping funds and processed all outgoing statements. Handled the credit cards and bank reconciliations. I assisted my boss in communicating with clients, setting meetings, scheduling jobs and going to work sites.Arledge Aesthetics & Plastic Surgery 8/2020-7/2021-Part Time: Insurance Coordinator I verified benefits for consults and procedures prior to surgery with a very good approval record. I also worked the delinquent report and was able to recoup significant funds, I processed appeals and got them paid. I also worked in the front on checking in, necessary paperwork and checking out patients during meetings and as the backup.Staffing Coordinator/Executive Assistant, Childrens Connections Inc. 2015 2020As the Staffing Coordinator I found good applicants, completed new staff orientation including all new hire paperwork and background checks throughout the state of Texas, eventually being promoted to Executive Assistant for the director.As an Executive Assistant I coordinated meetings, travel and event for the director as needed for an agency that spans the state of Texas.Agent/Personal Assistant, The Scioli Group 2014 2015Insurance agent for an independent insurance agency where we found all types of insurance options for both new and existing clients.Small Group Account Manager, Ashmore & Associates 2007 2013After beginning with Ashmore as a receptionist I worked my way up to Market Analyst and Small Group Account Manager. I was responsible for taking care of client renewals and shipping the market for the best insurance to fit the clients needs. I was also responsible for training new staff, assisting IT and calculating gain/loss rations for all agents.Various 2006 2013Various positions in insurance and medical offices using my skills in a general office environment.EducationKaplan College Dallas, Texas Texas Life and Health Agent CertificationSouth Plain College Levelland, Texas - completed basic courses towards a degree in EducationReferencesKayla SageserCase Worker, Texas WorkforcePHONE NUMBER AVAILABLEJamie BaackHR, City BankPHONE NUMBER AVAILABLERoxanne GardGraphic DesignerPHONE NUMBER AVAILABLE/pre> |