Manager Customer Service
Resume:
S. Anise Barnes
*****@***.***
OBJECTIVE
To secure a position that will allow me to utilize my skills as an Account
Manager, Office Manager, Executive Assistant, Project Coordinator or
similar opportunities. I desire to stabilize and work in a fast paced
environment that will allow for personal growth and career advancement.
SKILLS
Proficient in the following operating systems/software packages:
- MS Word 7.0, Excel 7.0, Power Point 7.0, and basic Access database skills
- MS Office 95, 97, 2000
- MS Publisher 97, 98
- MS Outlook 97, 98
- MS MapPoint
- MS Project
- WordPerfect 6.1
- Lotus Notes
- Windows 95, 97, 98 and 2000
- Mac OS 8.0 experience (iMac & PowerPC)
- Internet Explorer and Netscape Navigator
- Quick Books
- SUN StarOffice
- ORG Plus
- SAP (light experience)
- Contact management: Act 3.0, 4.0, Goldmine, MS Outlook
- ADP Windows based payroll software (electronic submission)
- Basic Java 2.0 programming skills
- Basic HTML web development skills
- Basic Photo shop 4.0 skills
- 10 key by touch and by sight; 13,000 keystrokes per hour
- SUN Solar Purchase Orders
- Catalyst/CORE
- POINT CALYX 4.8 / 5.0
- PARAGON
- Ceridian/ADP
- Type 80 wpm
PROFESSIONAL EXPERIENCE
08/2011 - Present AXA EQUITALBE, Charlotte, NC
Executive Assistant
Highly partnered with SVP, Head of Life Operations in that
I manage her daily calendar, travel, expense reporting, on-
boarding, scheduling of meetings (most of which are highly
confidential or critical) across 3-4 sites (Charlotte, NC;
Syracuse, NY; New York, NY; and Farmington, CT). I also
handle the development of organizational charts (some
highly confidential), presentations and reports; also,
submission of correspondence across the organization on
behalf of executive. I have access to and coordination of
highly confidential documents, information, system
processes, performance management/STIC bonus details.
Coordination/setup of Town Hall meetings, company picnic or
end of year event for over 800 people. Effectively
communicate (verbally and written) with internal and
external clients; taking incoming calls/from top advisors
and/or clients and route them to the proper department
(marking for follow up to confirm completion/resolve).
Creating forms and processes to simplify workflow and data
management; this role requires attention to detail and
ability to prioritize workflow; lead admin team meetings
for Life Operations organization. Communicate and
coordinate correspondence, messages or tasks on behalf of
upper management (ExCom - SEVP, CEO, etc) and work closely
with their Executive Assistants in coordination of meetings
across sites and travel (some international); including
executive visits and site tours. Providing high levels of
support across the organization; manage a team of 6 other
administrative assistants. Making sure the admin team is
highly partnered and working consistently on area tasks.
06/2009 - 08/2011 TIME FINANCIAL, A Crump Company
Case Design Associate (Charlotte, NC - 06/10 to Present)
Effectively communicate (verbally and written) with
internal and external clients; taking incoming
calls/requests/quotes from Financial Advisors and internal
Regional Specialist. Creating forms and processes to
simplify workflow and data management; this role requires
attention to detail and ability to prioritize workflow;
management of monthly turnaround report for each
firm/client area for all case designers; providing highest
level of customer support.
Executive Assistant/Project Coordinator (Woodland Hills,
CA - 06/09 to 06/10)
Providing direct support to the Advanced Markets department
(Senior Attorney and Analysts) and back up to Supervisor of
Administration for direct support of the CEO and SVP of
Operations for a Non-traditional General Agency that
distributes life insurance products and services direct to
wire houses/banks/broker dealers in the insurance and
financial services industries. Typical duties include:
travel, expense reports, filing of confidential documents,
setting up pre-cases in Paragon system, creating some
mapping charts for regional specialist and outlining
territories, heavy use of MS Excel and MS Power Point as
well as MS Word and Outlook daily. Heavy typing and large
volume of presentations. Working closely with the Advanced
Markets attorney and analysts in the creation of
illustrations for high-net worth clients. Various project
work for new business pitches. Assist in coordinating
events/client lunches.
01/2007 - 05/2009 OFFICEPERFECT, INC., Emeryville, CA (worked from
Bakersfield location)
Customer Service Manager/Exec. Admin (Contract Work,
assignment completed)
Typical activities included: providing help and advice to customers
for IT services or products; communicating courteously and
consistently with customers and technicians/engineers by telephone, email,
fax and internet; investigating and solving customers problems; setup of
service work between the customers and technicians/engineers; keeping
accurate records of correspondence with customers and
technicians/engineers; development of customer retention processes or
process for complaints; being involved in staff recruitment; reviewing
company products or services and staying up to date with changes; work
closely with National IT Manager and Operations Manager to coordinate
flow of work and business development. Administrative tasks also
performed directly for CEO of national organization; scheduled meetings;
travel; daily usage of MS Office/Outlook; familiar with ACT contact
manager.
02/2003 - 12/2006 ONESTOP FINANCIAL, INC., Bakersfield, CA
Office Manager/Executive Assistant
Typical activities included: communicating courteously and
consistently with customers and sales team to process all
policy information or sales that went through the office;
investigating and solving customers problems; setup of
initial applications and keeping accurate records of
correspondence with customers; generated weekly/monthly
reports for sales department; being involved in staff
recruitment, orientation and training; reviewing company
products or services and staying up to date with industry
changes; work closely with all financial planners and Sr.
Vice President to coordinate flow of work and business
development. Directly supported Sr. Vice President and
assisted with expense reports for team, setup/coordinated
sales meetings; travel; daily usage of MS Office/Outlook;
familiar with ACT contact manager.
01/2000 - 01/2003 SUN MICROSYSTEMS, INC., Newark, CA
Administrator IV/Executive Admin
Provide administrative support to 1 Director (Enterprise Services), 5
Sr. Managers (GSOps), 10 Program Managers, 10 Engineers; maintain
department website; setup/prepare all departmental meetings and
presentations including all technical aspects; heavy travel and meeting
planning and privy to highly confidential information.
04/1997 - 12/1999 INTEGER DALLAS, Dallas, TX
Executive Group Administrative Assistant
Successfully support managing director of account services and new
business; (4) account directors that manage client accounts; (12)
account executives who service the client accounts and report to the
account directors. Scheduled meetings and client events; organized and
setup for business presentations; heavy usage of MS Office
applications (Word, Excel, PowerPoint, Outlook, Publisher and light
Access).
1993 -1997 NEW BEGINNING FINANCIAL SERVICES, INC, Dallas, TX
Mortgage Broker/Loan Consultant
Customer Relations (realtors, title company, borrower, seller,
attorneys); Credit Evaluations to coordinate lending; Managing
projects, trade show events, marketing campaigns; Create, update and
maintain marketing materials; Continued training to keep updated with
lending procedures and laws; Light experience with arranging
commercial lending for construction and development financing for builders
and investors.
1990 -1993 BOWNE OF DALLAS, INC., Dallas, TX
Lead EDGAR Word Processor/Coordinator
Software conversion for SEC filing of client annual and quarterly
reports. Provide support to Attorney's and CPA's in order to prep for
SEC filings. Heavy typing and word processing; direct client support;
trained incoming processors on the system and conversion format/setup
(typically 2-3 people at a time); 24 hour operation.
1987 - 1990 MAXICARE HEALTHPLANS, Los Angeles, CA
Jr. Payroll Clerk
Assisted payroll clerks and managers with daily operations
LICENSE(S)
Life Agent [CA licensed 5/2/07 - SC, NC licensed also]
EDUCATION/TRAINING
ASHFORD UNIVERSITY, Pittsburg, PA
AA/BA Communication Studies, "A" average, 20011-2014
WEST HIGH SCHOOL, Bakersfield, CA
College Prep Courses, 3.4 GPA, 1983-1987, Diploma
COURT REPORTING INSTITUTE
OF DALLAS, Irving, TX
Stenography - Word Processing - Medical & Legal Terminology
1990-1992, 3.2 GPA
SunU, Santa Clara, CA
StarOffice Suite - HTML Basics - Sun Tools
2000-2001
AD BANKER INSURANCE TRAINING, Woodland Hills, CA
Life/Disability/Health/Code & Ethics Insurance Training, 2006
UPWARD BOUND INSURANCE TRAINING, West Hills, CA
Property & Casualty/Code & Ethics Insurance Training, 2007
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