• Manage small & large projects as assigned by upper management• Coordinate all insurance verification• Manage accounts receivable • Complete the onboarding and training for new employees on the brand-new CRM software• Communicate effectively with each department head to gather information on needs, wants, and areas of improvement to better their department and the company• Document project details and report status of projects to management executives• Lead teams &… Show more • Manage small & large projects as assigned by upper management• Coordinate all insurance verification• Manage accounts receivable • Complete the onboarding and training for new employees on the brand-new CRM software• Communicate effectively with each department head to gather information on needs, wants, and areas of improvement to better their department and the company• Document project details and report status of projects to management executives• Lead teams & contribute to project planning discussions • Negotiate & implement fee increases of 15% with two in-network insurance companies• Improve previously written processes to ensure consistency between multiple locations Show less

• Facilitate the hiring & on-boarding process of new employees• Manage the calendars of two top level employees in the office• Maintain records of daily sales goals• Provide exceptional customer service by responding promptly to emails & service requests• Collaborate with Marketing Coordinator to plan & implement marketing events• Handle all documentation related to the office’s expenses• Monitor insurance applications through the underwriting process• Keep detailed… Show more • Facilitate the hiring & on-boarding process of new employees• Manage the calendars of two top level employees in the office• Maintain records of daily sales goals• Provide exceptional customer service by responding promptly to emails & service requests• Collaborate with Marketing Coordinator to plan & implement marketing events• Handle all documentation related to the office’s expenses• Monitor insurance applications through the underwriting process• Keep detailed records of work completed on accounts through Salesforce• Obtained all necessary licenses to sell & service insurance policies• License Number: 19635597 Show less

• Simultaneously managed 40-60 customer accounts in each territory• Maintained organized customer files for permanent territory representative• Managed communication between customers & creative services department to ensure accurate results• Curated lasting relationships with customers & prospects• Developed detailed timelines & budgets for each customer account• Became an expert on technology, classroom management, business, & creative design• Handled all prospective… Show more • Simultaneously managed 40-60 customer accounts in each territory• Maintained organized customer files for permanent territory representative• Managed communication between customers & creative services department to ensure accurate results• Curated lasting relationships with customers & prospects• Developed detailed timelines & budgets for each customer account• Became an expert on technology, classroom management, business, & creative design• Handled all prospective customer correspondence, including calls, emails, and meetings• Tracked sales, leads, & activities through Salesforce Show less

• Greeted customers upon arrival to the office• Assisted customers in submitting support tickets • Worked with customers to troubleshoot common Mac OS X & Windows problems • Answered phone calls and directed them to the appropriate extension • Created semesterly work schedule for the office’s part time student workers • Aided in the hiring & training process of new employees• Conducted daily inventory of customer machines & weekly inventory of office supplies

• Worked alongside another member to maintain social media accounts for the organization• Designed and programed customized Geofilters for chapter and promotional events

• Organized and kept records for the Chapter's participation in school wide events• Planned and implemented all Parent related events• Marketed the organization by coordinating all promotional events