Katie Smith
Conway
Summary
Results-driven professional specializing in project management and process improvement. Expertise in streamlining workflows, enhancing interdepartmental communication, and optimizing administrative tasks. Proven track record of driving efficiency and supporting informed decision-making.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Agency Coordinator
Transamerica
Conway
04.2018 - Current
- Coordinated interdepartmental communication to streamline project workflows and enhance efficiency.
- Managed scheduling and logistics for agency meetings and events.
- Developed comprehensive agency documentation and maintained accurate records.
- Compiled data into detailed reports for management review, aiding decision-making processes.
- Implemented process improvements to optimize daily administrative tasks across departments.
- Conducted market research to identify growth opportunities for the agency.
- Facilitated problem-solving discussions to address client inquiries effectively.
- Provided administrative support including preparation of marketing materials and presentations.
Temporary Agency Coordinator
Transamerica
Greensboro
06.2017 - 04.2018
- Streamlined project workflows by coordinating inter-departmental communication.
- Organized training sessions to enhance staff skills and knowledge.
- Maintained accurate records for agency activities to facilitate reporting.
- Facilitated onboarding processes for new employees joining the agency.
- Responded promptly and professionally to customer inquiries via phone or email.
- Conducted research on potential vendors for required services.
- Managed filing systems with confidential personnel, clientele, and contract documents.
- Provided administrative support by preparing reports and other documents.
Personal Assistant
Robin Graham
Goose Creek
04.2015 - 06.2017
- Managed daily schedules and appointments for executive leadership, ensuring optimal time utilization.
- Prepared meeting materials and agendas to facilitate team discussions and decision-making.
- Maintained confidential files and securely handled sensitive information related to personnel records.
- Assisted in project management by tracking deadlines and deliverables for multiple initiatives.
- Organized office supplies and efficiently managed inventory levels to support workplace operations.
- Answered incoming calls and emails promptly while coordinating the executive's schedule.
- Checked personal and professional activities to remind the executive of priority tasks and deadlines.
- Proofread documents for accuracy before submission to the executive team.
Medical Office Assistant
Coastal Pediatrics
Mount Pleasant
04.2014 - 04.2015
- Managed patient scheduling and appointment reminders for pediatric office operations.
- Processed insurance information and verified patient eligibility for services.
- Maintained organized medical records in compliance with privacy regulations.
- Coordinated communication between patients, families, and healthcare providers effectively.
- Handled incoming calls to address inquiries and direct them to appropriate staff members.
- Collected patient information, verified insurance, and collected co-payments during check-in.
- Prepared patient charts and medical records prior to each appointment.
- Ensured completion of required paperwork accurately before submission for processing.
Administrative Sales Assistant
Advantage Rent A Car
North Charleston
07.2013 - 04.2014
- Managed customer inquiries, providing information on rental options and services.
- Coordinated reservations, ensuring accuracy in booking details for clients.
- Assisted sales team with administrative tasks to enhance operational efficiency.
- Maintained organized filing system for customer records and documentation.
- Processed transactions efficiently using point-of-sale systems and software.
- Scheduled vehicle maintenance appointments while tracking service records effectively.
- Updated management on project progress through regular reporting.
- Responded promptly to customer complaints regarding billing issues and service quality.
Hostess/ Bartender/ Waitress
Carolina Yacht Club
Charleston
04.2010 - 06.2013
- Greeted guests warmly and facilitated prompt seating arrangements.
- Managed reservations and organized waitlists to streamline guest seating.
- Coordinated with kitchen and service staff to ensure timely meal delivery.
- Provided menu information and promptly addressed guest inquiries.
- Monitored dining flow to enhance guest satisfaction during peak hours.
- Maintained cleanliness and organization of host station area.
- Trained new hosts on operational procedures and customer service standards.
- Assisted in planning special events and private functions for members.
Education
High School Diploma -
Rock Hill High School
Rock Hill, SC06-2009
Teacher Cadets
Winthrop University
Rock Hill, SC05-2009
Special Education
College of Charleston
Charleston, SCSkills
- Project management and process improvement
- Customer relationship management and service
- Client relations and customer follow-up
- Data analysis and market research
- Documentation management
- Time management and risk mitigation
- Effective communication and conflict resolution
- Problem solving and negotiation skills
- Cold calling and email marketing
Certification
- Life Insurance Licensed
- Property And Casualty Licensed
- South Carolina Notary
- CPR Certified
Timeline
Agency Coordinator
Transamerica
04.2018 - Current
Temporary Agency Coordinator
Transamerica
06.2017 - 04.2018
Personal Assistant
Robin Graham
04.2015 - 06.2017
Medical Office Assistant
Coastal Pediatrics
04.2014 - 04.2015
Administrative Sales Assistant
Advantage Rent A Car
07.2013 - 04.2014
Hostess/ Bartender/ Waitress
Carolina Yacht Club
04.2010 - 06.2013
High School Diploma -
Rock Hill High School
Teacher Cadets
Winthrop University
Special Education
College of Charleston