Dana Harper Email & Phone Number

Hanover, Md

Virginia Beach, Virginia, United States

• Calendar management/scheduling appointments• Phoning/emailing existing clients to schedule appointments• CRM management and data entry• E-filing and scanning• Maintain client files and manage tracking systems• File preparation• Extracting tasks from dictation notes• Processing fact finders and referrals• Policy owner service work and underwriting• On-boarding new investment and insurance clients

• Schedule, re-schedule and confirm dental appointments• Answer phones and route calls; answer questions and/or directs calls to appropriate staff• Compose and mail “new patient” and “referral” letters• Review and respond to emails• Collect and enter New Patient information• Assist frontline staff and office Manager in day to day operations • Acts as Lead for support staff• Provide guidance for lower level admin support staff• Perform back up duties in the absence of the office Manager• Daily work activities support various projects and programs which contribute to the objective of the organization• Coordinated the implementation of new office policies and system

Virginia Beach, Va

• Conduct customers interactions that are consistently professional, friendly, and courteous• Continuing Education on insurance regulations and guidelines • Service GEICO policyholders by telephone and/or internet regarding their insurance and policy service needs and enter Underwriting policies based on risk analysis• Counsel policyholders by telephone and/or internet on enhancements to their policies • Independently identify customer needs and apply appropriate call-handling or problem-solving skills to resolve requests

• Schedule and coordinate meetings• Coordinate/ book travel• Assist with compiling Power Point presentations• Answer company’s main switchboard and transfer calls• Enter employee and customer food orders into Blue Martini software system and track annual balance• Assist Finance department monthly to clear outstanding checks in Navision database• Assist Finance department quarterly to void checks in Navision database• Convert hard copy documents into MS Word documents• Assist Learning & Development department with tracking employee training with Excel spreadsheet• Learning Management System Administrator

• Answered incoming calls from customers and clients to track delivery information.• Interact with “white-glove” clients by email and/or phone to provide updates on receipt and/or delivery of products.• Communicated with drivers by telephone and/or radio to assist in the effective flow of day-to-day operations.• Data-entry updating systems of current merchandise arrivals. • Tracked customer pick-up paperwork and closed-out tickets into delivery management systems.• Cross-trained with Dispatch department to gain full knowledge of company business. • Organized special “white-glove” delivery projects to ensure specifications provided by the clients were met.

• “Director of First Impressions”, responsible for personably greeting and directing clients and customers to appropriate locations.• Provide visitors with credentials to access the campus.• Maintained a system manually, or utilizing an automated tracking system for the proper handling of action items.• Analyzed and respond to clients’ questions or concerns.• Answered multi-lined switchboard and route calls to the proper department.• Updated the firm’s global directory with employee contact information.• Trained temporary employees to provide adequate coverage when permanent staff is fulfilling other duties.

Education record

Education record