Stacy Meyer Email & Phone Number

Preston, Washington

• Organize and coordinate calendars for conferences, monthly meetings and presentations to ensure the rhythm of the business.
• Execute meetings and events for company to support supply chain, quality assurance, business development and senior management teams.
• Prepare documents, reports and presentations for executives and board members using advanced software proficiencies.
• Handle logistics, catering, agendas and travel arrangements for meeting and event planning for executive vice president and team.
• Streamline operations and prioritize tasks, allowing senior staff to increase performance.
• Produce accurate office files, update spreadsheets and craft presentations to support executives and boost team productivity.

Seattle, Washington, United States

• Supported broker in delivering high quality service to assigned clients and accounts valued over $2.6 million in revenue to meet quality measurement goals.
• Ensured all file activity meets quality procedures with timeliness, policy accuracy, endorsements, and all other correspondence and documentation.
• Managed and maintained communication between clients, brokers, and insurance carriers to ensure needs are being met and resolving any escalating issues.
• Assisted with accounting reconciliation projects for renewal and new business lines to secure accurate payments.

Moscow, Idaho

• Measured customer support success to attain 92% of quarterly goals and retention of accounts valued over $1 million in gross revenue
• Facilitated software trainings to ensure full adoption of products to maximize ROI for clients
• Utilized Salesforce to identify new sales funnels, accurately forecast and take control of critical business information
• Monitored metrics and develop actionable insights to improve efficiency and performance
• Built strong business relationships with customers by earning deep trust and loyalty to secure renewals
• Oversaw customer account management, including negotiating contracts and agreements to maximize profit

Moscow, Idaho

• Performed various administrative functions, including helping with on-boarding process, scheduling interviews, filing paperwork and bookkeeping
• Proactively worked side by side with multiple levels of upper management to ensure consistent, high quality customer service was maintained and presented to each client
• Helped with employee record keeping, including unemployment and I-9 forms to support compliance procedures
• Completed projects on time and under budget while resolving complex issues for senior leaders

Pullman, WA

• Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance
• Pursued resolutions to achieve complete customer satisfaction, including tracking down bill history for correct compensation
• Used consultative sales approach to understand customer needs and recommend relevant offerings
• Provided accurate information about promotions, customer programs and products, helping drive high customer retention
• Employed strategic tactics such as cross-selling and upselling to drive sales
• Logged reports, expenses, receipts and sales documents into digital database

Bachelor Of Arts (B.A.), Social Sciences

Education record