• Coaching Call Management: Meticulously document minutes for all coaching calls, capturing essential details and action items to facilitate seamless follow-up and accountability.• Calendar Management: I handle the scheduling and coordination of all coaching sessions, ensuring that coaches and clients are aligned and that sessions run on time.• Session Preparation: I prepare all necessary tools and materials for coaching sessions, ensuring that coaches have everything they need to… Show more • Coaching Call Management: Meticulously document minutes for all coaching calls, capturing essential details and action items to facilitate seamless follow-up and accountability.• Calendar Management: I handle the scheduling and coordination of all coaching sessions, ensuring that coaches and clients are aligned and that sessions run on time.• Session Preparation: I prepare all necessary tools and materials for coaching sessions, ensuring that coaches have everything they need to deliver effective and impactful training.• Client Communication: I manage mass communications, sending emails to all clients about coaching updates, new materials, and important announcements, keeping our clients informed and engaged. Show less

•Email Management: Handling the CEO's email correspondence, ensuring timely responses and prioritizing critical communications.•Travel Arrangements: I manage all aspects of the CEO's travel, including booking flights, accommodations, and coordinating itineraries to optimize time and convenience.• Financial Statement Organization: I handle and organize financial statements, ensuring accuracy and readiness for review and strategic planning.• Client Prospecting: I conduct client… Show more •Email Management: Handling the CEO's email correspondence, ensuring timely responses and prioritizing critical communications.•Travel Arrangements: I manage all aspects of the CEO's travel, including booking flights, accommodations, and coordinating itineraries to optimize time and convenience.• Financial Statement Organization: I handle and organize financial statements, ensuring accuracy and readiness for review and strategic planning.• Client Prospecting: I conduct client prospecting activities, identifying potential clients and fostering relationships to support business growth.• New Hire Training: I train new hires, providing comprehensive onboarding to ensure they are well-prepared to contribute effectively to the team.• Client Coordination: I coordinate onboarding and support for new clients, ensuring a smooth transition and positive experience with our services.• Other Duties: I prepare detailed event itineraries for trade shows and other industry events, ensuring the CEO's participation is well-organized and impactful. Show less

• Reach out to clients needing to file insurance claims, providing guidance and support.• Liaise with insurance companies on behalf of clients to file and manage claims.• Perform data entry to maintain accurate and up-to-date records of client interactions and claim statuses.• Conduct cold calling to identify and assist potential clients with their insurance claims.• Ensure efficient and effective claim processing through meticulous attention to detail and client-focused service.

• Property Skip Tracing: Conducted thorough skip tracing to locate property owners, leveraging various databases and tools to gather accurate contact information essential for property acquisitions.• Cold Call Prospecting: Performed cold call prospecting to identify potential leads and opportunities, effectively communicating the value proposition of our services to prospective clients and generating interest.• Data Entry: Managed data entry tasks, ensuring that all information related… Show more • Property Skip Tracing: Conducted thorough skip tracing to locate property owners, leveraging various databases and tools to gather accurate contact information essential for property acquisitions.• Cold Call Prospecting: Performed cold call prospecting to identify potential leads and opportunities, effectively communicating the value proposition of our services to prospective clients and generating interest.• Data Entry: Managed data entry tasks, ensuring that all information related to properties, leads, and client interactions was accurately recorded and maintained in our database for seamless access and reporting. Show less

• Led the DDA OSAT Project for 11 months as part of the Kaizen Project Team, focusing on enhancing Overall Satisfaction (OSAT) scores.

• Conducted call monitoring and calibration to ensure high-quality customer interactions.• Provided Agent QA coaching, improving agent performance and customer satisfaction.• Reported Operations QA monthly performance, highlighting key metrics and areas for improvement.

Handled inbound calls, assisting customers with their inquiries and providing exceptional service.