William Right Email & Phone Number

Everett, Wa

As back office support, I assisted the sales team with client follow up after sales along with customer relations of the existing book of business, appointment scheduling and other office tasks. Trouble shot technical issues for on-site hardware and dealt with corporate and vendors to resolve issues. Insurance coach for our clients to help them protect their assets and be better prepared for the unexpected in life. Researched and resolved account and billing issues for customers.• Coached customers through obtaining insurance using the 9 step selling process to educate and inform customers so they could protect their income with the products that best suited their needs.• Office bank team leader, attending State Farm Bank calls and being the office point of contact for bank related product and account setup questions. • Discussed account changes with customers to help them find savings to make the most of their money while limiting exposure to risks.• Reviewed and processed corporate notices and memos on policies for our clients, making contact with customers and underwriting as needed to address any issues and make changes as needed.• Trouble shot network phone outage issue to get office back on line and run, the office was without phones and internet until temporary patching was done to rewire outlets, office would have been shut down for a couple days without this work• Drafted, worked with agent to finalize and presented new processes and procedures to the office for new customer management system.• Assisted customers with the claims process by advising on what they would need to provide and do, what to expect from the process and contacted claims on the customers behalf any time they had issues or concerns with the process or in reaching their adjustor.• Assisted sales by processing account and policy changes and updated as discussed in review meetings and making sure all changes processed successfully and in a timely manner.• Plus so much more.

El Segundo, Ca

As an intern with Defense Contract Audit Agency (DCAA) I assisted with many projects and tasked to aid in bringing the office up to date. Created, published and maintained user guides and manuals for conference room equipment. Repaired equipment so office could make full use of features and communicate effectively within the office as well as with other offices and contractors. With Professional Support Staff teamwork, we wrote and published the office newsletter where I aided in writing informational articles, sourced graphics, and worked on layout of the overall publication which was well received by the office personnel. Aided in creating, coordinating and day of support for quarterly staff conferences.• Used Microsoft Publisher and Adobe to create and publish user guides and manuals for multiple office equipment tasks including; audio visual equipment and teleconferencing equipment enabling leadership to easily use and make use of new technology• Updated existing Microsoft Access database to add new table and data, created new form page to add and update data, created multiple queries to pull reports out of database and updated main form page to link to new form page, this created an easy to use repository for Northrup Grumman badging and CAC Card expiration information• Created training presentation in Microsoft PowerPoint to train office staff on proper use of Polycom Teleconferencing equipment and provided training to staff with the Microsoft PowerPoint presentation, staff was brought up to speed on equipment use and quickly adopted use of system• Strategized and provided team support with administration team to produce informative and entertaining quarterly conference for local field offices, help documented all educational components of meetings in TraiNEXT system and produced certificates to show training was completed successfully• Plus so much more

Team lead and subject matter expert for department. Handled corporate escalated issues and provided follow up and problem resolution to all parties involved. Recognized companywide for developing strong working partnerships with vendors and internal departments. Proactively found resolutions to problems and developed standardized processes for the department from scratch. Maintained the documentation artifacts through legacy and provided both training and support for the department. Used strong analytical skills to balance the needs of the department, the company, customers and contractors to provide solutions that were beneficial to all parties involved both in terms of services provided and financially.• Primary customer point of contact from pre order through installation and aided customers post install with all manner of issues through final closing of accounts• Subject matter expert for all things related to business accounts, guided and resolved unexpected issues preventing delays in deliverables• Managed orders for delivery of service, ensured all requirements and services were properly ordered and setup, monitored progress and communicated status to all parties concerned ensuring smooth delivery• Retained sales through customer contact to resolve delivery issues and optimize opportunities• Worked with multiple departments to optimize service delivery and capabilities, writing new documents and procedures that were shared with these departments and resulted in increased efficiency in departments no directly affected by work• Served as subject matter expert for all areas the office dealt with including billing system, network maps, salesforce.com, Microsoft Windows, and Microsoft Office, this allowed me to assist users inside and outside the department in accessing and utilizing these tools as part of their daily performance of complex office duties• Plus so much more

Supported the Loss Prevention and Operations Manager by overseeing all aspects of shipping and receiving of new goods, returning defective and broken goods to original source for claims, processing damaged goods for inventory control, processing markdowns and handling pricing discrepancies.• Recognized for broad knowledge and willingness to learn and become a go to knowledge expert in the department• Drafted and presented plan to increase operational efficiency in department for the peak holiday period, which was immediately implemented by store management and resulted with increased efficiency and customer satisfaction.• Operations process standardization and best practice sharing with other departments to increase customer satisfaction