Seeking a position where I can not only use my experience but also learn new things as a team player I'm comfortable in any work environment. I have enjoyed my position in the Legal field as I have excelled over the years but I am great in a fast paced Administrative office where I'm able to multitask and prioritize my daily tasks and daily work flow. I'm searching along the lines of a career as opposed to a job. I would like to find a position within a company that I can use my knowledge I have gained and learn even more while I grow with their business.
Overview
15
15
years of professional experience
Work History
2013-2017 Sales Support 2018-2021 Office Manager
Office of David Hitchiner Health Markets Insurance Broker
Baltimore, MD
12.2013 - 05.2021
Sales Assistant 2013-2017: Personal assistant to Health Insurance Broker which included but was not limited to handling all back office work for the agent so he could keep doing his job which was making sales. I completed and submitted all applications and followed up on them to make sure client received correct insurance start date, established and maintained strong relationships with clients and provided full customer support which included resolving any issues encountered, made sure monthly payments went through and if not I would contact the correct parties to fix and or update payment methods, quality control, clerical office duties, contacted leads and set up sale appointments, and provided support wherever I was needed.
Office Manager 2018-2021: I was promoted and by the end of 2018 I hired and trained two additional employees. Implicated a office plan to have day to day operations run effectively while completing tasks, organized and office functions, allocated responsibilities, submitted weekly reports on sales, payroll, bookkeeping and made sure a certain dollar amount was earned weekly to cover office payroll and office expenses, checked over the other employees work, and made sure we had a functioning office that wouldn’t bother our Insurance agent while in the field making sale.
Receptionist 2009-2011Legal Assistant 2011-2013
Law Office of Steven H. Heisler
Baltimore, MD
03.2009 - 11.2013
Receptionist 2009-2013: Performed daily clerical office duties, multi tasked in a fast-paced environment with daily and weekly deadlines, maintained a professional and positive attitude, answered phones and assisted customer where I could, collected mail daily and opened it, after researching all the information such as clients name I would put them in assigned paralegals mailbox, collected checks, handled tasks assigned by attorneys, assisted Paralegals with work overflow, ordered office supplies, generated and mailed Denial of Representation letters, opened and closed files, used legal software Needles, and did monthly client birthday list and cards
Legal Assistant/Intake Coordinator 2010-2013: Submitted weekly and monthly reports, implemented a new system for keeping track of files, remotely deposited checks when we received them daily, kept track of bookkeeping, assisted new potential clients by gathering all case information and submitting Letters of Representation to Insurance Companies, set up initial doctor/physical therapy appointments for new client before handing case to the assigned lawyer, and providing support to office manager when able to.
Dispatcher and Service Administrator
C. Hoffberger Eastern Energy
Curtis Bay, MD
07.2007 - 02.2009
Coordinated, scheduled, and dispatched technicians for service calls, identified local suppliers for parts, verified service agreements, input outstanding balances and generated monthly billing statements, typed up service contracts, set up daily planning and routing for technicians, cross-trained in Dispatch and Customer Service Department.
Personal Assistant
Engineer J. Anthony Mallon
Odenton, MD
01.2006 - 04.2007
Performed clerical office duties, organized receipts for tax filing purposes, filled out insurance claims, performed various Internet searches, coordinated home maintenance services, handled rental properties by taking apportionments and showing property and once potential applicant submitted application I followed up and verified everything, made final rental decision, collected monthly rent and deposited in bank and consulting engineer in various tasks.
Education
Diploma -
Towson High School
Towson, MD
06.2003
Timeline
2013-2017 Sales Support 2018-2021 Office Manager
Office of David Hitchiner Health Markets Insurance Broker
Business executive (2014-18), Area Business Manager (2018 to 2021 3wlr), Area business manager from 2021 to till in pre owned car loan at MAHINDRA & MAHINDRA FINANCIAL SERVICES LIMITEDBusiness executive (2014-18), Area Business Manager (2018 to 2021 3wlr), Area business manager from 2021 to till in pre owned car loan at MAHINDRA & MAHINDRA FINANCIAL SERVICES LIMITED
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA