Customer Service Project Management

Lisa Earl

860-***-**** (Home)

**** ****** **** *****

Albany, GA 31721

*******@*******.***

Summary

I have 22 years of experience, including as a Career Agent, as a Personal Assistant and as a Direct Care Provider in industries including Insurance Agents, Brokers, and Service, Health Services and Depository Institutions. Most recently, I have been working as a Career Agent at American Income Life from April 2015 to October 2016. My skills and experiences include: Cash Handling, Payment Processing, Office Equipment, Vault Opening and Closing, Branch Trainer, Key Holder, Accounts Payable, Banking, Bookkeeping, Budgeting, Editing, Needs Analysis, Process Engineering, Project Management, Teaching. I hold a Master’s degree in Education from St. Joseph College Division of Graduate Studies and hold a Bachelor of Science degree in Behavioral Science from SUNY College of Technology.

Experience

Private Nanny: Private (current)

Axis Payments: Outside Sales Consultant (current)

Companions and Homemakers, Litchfield, CT

Feb. 2016 to Apr. 2016

Direct Care Provider

(resigned due to relocation)

Engineered Mechanical Components, Torrington, CT

Nov. 2013 to Dec. 2015

Personal Assistant

Utilizes project management skills to assist with operations process *Order parts from vendors and inspect the incoming shipments prior to production *Tracking a budget of 200,000+ Order and track shipments based on order forms *Manages budget and expense. Tracks accounts payable and receivable. *Personal assistant

American Income Life, Middletown, CT

Apr. 2013 to Dec. 2015

Career Agent

licensed life insurance agent *Licensed life insurance agent responsible for advising consumers on products including: final expenses, income protection, mortgage protection, and children's educational needs *Demonstrated ability to explain and sell products with 85% closing ratio *Performs needs analysis based on net income and personal considerations *Proven superior customer service skills from customer service feedback surveys

Union Savings Bank, Goshen, CT

June 2008 to Aug. 2014

Senior Customer Service Representative/Branch Trainer

Provides superior service to all customers by receiving and paying out funds. Representative put in charge to manage all cash transaction *Handles confidential and proprietary information on a daily basis *Appointed "Branch Trainer" responsible for training new employees and keeping current Customer Service Representatives up to date with current policy providing written feedback. *Responsible for staying up to date on all banking and security classes/systems *Branch key holder- trusted to open and close the branch *Feedback has consistently been personalizing the banking experience to all account holders while maintaining accuracy of transactions. *In charge of all orders for banking supplies and maintenance requests

Regional 6 School District, Goshen, CT

Aug. 2006 to June 2008

Substitute Teacher

Specialized in elementary education *Covered lesson plans for grades k-5 *Schools top choice for substitution needs

Torrington High School, Torrington, CT

Aug. 1999 to June 2003

Main Office Receptionist/Substitute Teacher

Managed the organization of CAPT testing exams, proctoring schedules for students and faculty, administering exams and accountability for receipt of completed exams and booklets. *I.E.P programs - assisted Special Education department for the implementation of individualized academic programs according to student need and level of knowledge. *Accountable for mailings, and other various office duties *Administered classroom lessons per instructions from teacher. Implemented classroom lesson plans as needed

Dr. Randle Smith, DDS, Winsted, CT

Jan. 1997 to Dec. 1999

Front Desk Receptionist/Chair-Side Assistant

Tasked with the organization and maintenance of confidential patient files, email correspondence and phone operations. *Handled patient billing and insurance claims *Assisted with surgery prep as well as routine dental work procedures, including x-rays and instrument preparation for procedures that were being done for that day

Mortgage Plus, Torrington, CT

Jan. 1995 to Jan. 1999

Front Desk Receptionist

Assist 5 loan officers with the communicational and administrative processes of loan origination handling an average of 80 loans per month. *Managing customer files and gathering necessary documents, including pulling credit reports *Serve as a liaison for Loan Officers with clients, associates, realtors, attorneys and other persons necessary for loan approval *Editing and proofreading correspondence, reports, statements, invoices and other various documents *General bookkeeping

Skills

Academic, Accounts Payable, Administration, Banking, Billing, Bookkeeping, Budgeting, Closing, Credit, Customer Relations, Customer Service, Customer Service Skills, Editing, Email, Forms, Funds, Insurance, Languages, Management, Microsoft Office, Needs Analysis, Process Engineering, Project Management, Proofreading, Receiving, Teaching, Telephone Skills, Training, Writing

Education

1987 St. Joseph College Division of Graduate Studies, Hartford, CT

Masters: Education

Honors : Magna Cum Laude, GPA: 3.8, Activities: FOCUS supervisor

1987 SUNY College of Technology, Utica, NY

Bachelor of Science: Behavioral Science

Honors : Magna Cum Laude

Professional Development

Strong written and verbal communication skills

*Superior Attention to detail

*Microsoft proficient- Completed IT University's Microsoft Office Certification course

*Interests include cooking, children and art

*2001 Minerva Publishing - Publishing offer for children's book A Dinosaur Came Knocking 1-2-3

*2015 Consider the Source currently with literary agent

*Patent Holder: TMH Packs

*Habitat for Humanity

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