Professional with significant expertise in team leadership and operational management. Proven track record in driving team collaboration and delivering impactful results. Skilled in conflict resolution, process optimization, and strategic planning, with flexible approach to evolving business needs. Known for reliability, strong communication, and fostering productive work environment.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Legal Administrative Assistant
Shumaker, Loop & Kendrick, LLP
11.2024 - Current
Supported multiple attorneys simultaneously by efficiently prioritizing tasks according to urgency or deadline requirements.
Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
Facilitated clear communication between clients and attorneys by acting as a liaison to ensure all parties were informed of updates or changes.
Prepared drafts of forms, letters and agreements for legal staff use.
Scheduled and coordinated meetings between legal teams and clients.
Helped with intake of new clients and materials by setting up files and documenting important information.
Provided exceptional customer service when interacting with clients fostering strong relationships and positive outcomes.
Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
New Business Supervisor
Illumifin
12.2023 - 05.2024
Established measurable performance metrics for continuous improvement in all aspects of the business operations.
Managed and motivated employees to be productive and engaged in work.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Defined clear targets and objectives and communicated to other team members.
Maximized performance by monitoring daily activities and mentoring team members.
Developed and maintained relationships with customers and suppliers through account development.
Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Achieved departmental goals by developing and executing strategic plans and performance metrics.
Helped to troubleshoot system issues and open help tickets with our IT Team to have system/product issues within the system resolved.
Hiring, training, and developing new business employees. Handled all facets of performance management including performance evaluations and corrective action.
Worked closely with other managers within department to ensure all staffing needs are met.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Maintained an up-to-date knowledge of industry trends and best practices in order to provide valuable insights during strategic planning sessions, enhancing overall company competitiveness.
Established strong rapport with clients through consistent follow-ups and updates on project progress, ensuring client satisfaction throughout the engagement period.
Customer Care Supervisor
Secure Administrative Solutions
11.2021 - 12.2023
Implemented effective quality control measures to minimize errors and ensure high standards of service.
Enhanced customer satisfaction by resolving complex issues and providing timely solutions.
Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
Created customer support strategies to increase customer retention.
Played a crucial role in meeting or exceeding departmental KPIs consistently through strong leadership skills combined with strategic planning.
Managed escalations effectively, ensuring prompt resolution of issues and maintaining customer confidence.
Adapted quickly to changing business needs by revising processes for increased flexibility and scalability in service delivery.
Managed department call volume of 1200 calls per day and coordinated department schedules to maximize coverage during peak hours.
Developed new employees and on-going performance assessment of current employees.
Was knowledgeable in all company departments to better service clients and agents. Departments include Agent Licensing and Commissions, Policy Services, and New Business. Used this knowledge to develop training for customer care representatives.
Analyzed performance metrics, identifying areas of improvement and implementing necessary changes.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Hired, trained, and developed customer care representatives. Handled all facets of performance evaluations and corrective action.
New Business Supervisor
Secure Administrative Solutions
01.2020 - 11.2021
Drove process improvements within the organization through regular assessment of workflow efficiencies.
Streamlined operational processes for increased efficiency and productivity within the team.
Hired, training, and developing new business employees. Handled all facets of performance management including performance evaluations and corrective action.
Established measurable performance metrics for continuous improvement in all aspects of the business operations.
Maintained an up-to-date knowledge of industry trends and best practices in order to provide valuable insights during strategic planning sessions, enhancing overall company competitiveness.
Established strong rapport with clients through consistent follow-ups and updates on project progress, ensuring client satisfaction throughout the engagement period.
Initiated regular performance evaluations for team members, providing constructive feedback that contributed to continuous professional growth and development.
Provided timely reports on team performance metrics, enabling upper management to make informed decisions about resource allocation and strategic direction.
Maintained up-to-date knowledge of products and services offered to customers.
New Business Team Leader
Secure Administrative Solutions
12.2017 - 12.2019
Streamlined processes for increased efficiency by analyzing workflow patterns and optimizing resource allocation.
Developed comprehensive training programs that prepared new hires for success in their roles while enhancing the skills of existing staff members.
Developed strong client relationships through consistent communication and attentive customer service, resulting in repeat business and referrals.
Enhanced team productivity by providing ongoing training, feedback, and motivation to achieve individual and group goals.
Built relationships with customers and community to promote long term business growth.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Contributed to team objectives in fast-paced environment.
Collaborated with senior management on strategic planning efforts, aligning departmental objectives with overall company vision.
Led employee relations through effective communication, coaching, training, and development.
New Business Auditor
Secure Administrative Solutions
04.2016 - 12.2017
Ensured compliance with established internal control procedures by examining new business applications and supporting documents received.
Reviewed trusts, Powers of Attorney, financials, and age to determine suitability.
Documented requirements needed in order to process the application submitted.
Reviewed and issued all new business applications.
Maintained service level agreements.
Collaborated with cross-functional teams to conduct efficient internal control assessments, leading to improved operational effectiveness.
New Business Specialist
Secure Administrative Solutions
03.2015 - 04.2016
Received and entered new business applications
Reviewed applications for completeness
Collected missing requirements from the agent if any were needed
Received incoming and made outgoing calls to agents and transfer companies
Worked and maintained department email box
Checked for licensing and commission requirements
Executive and Administrative Assistant
Atlantic Coast Life Insurance Company
02.2013 - 03.2015
Prepare proposals, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.
Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees and boards of directors.
Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
File and retrieve corporate documents, records, and reports.
Open, sort, and distribute incoming correspondence, including faxes and emails.
Helped to create policy applications and forms.
Helped with product filings and approvals.
Underwriter and Issue Clerk
Atlantic Coast Life Insurance Company
04.2012 - 02.2013
Documented underwriting decisions and provided evidence of compliance with applicable regulations.
Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
Made approval and denial recommendations by determining accurate risk levels.
Audited and issued all life and pre-burial insurance
Helped with agent licensing and appointments
Declined excessive risks.
Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.