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Customer Service Data Entry

Location:
Huntington, WV
Posted:
February 26, 2024

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Resume:

Professional Summary

Skills

Experience

Misty Cardwell

304-***-**** ad3xnt@r.postjobfree.com Huntington, WV 25704 Detail-oriented administrative professional accustomed to handling routine needs and special projects. Monitors and records expenditures, schedules appointments and proofreads documents prior to finalization. Hardworking and punctual individual familiar with administrative bookkeeping software and accounting procedures.

• Schedule Coordination • Customer Service • Technical Documentation

• Timesheet Processing • Front Office Operations • Office Administration

• Supplies Ordering • Bookkeeping • Office Management

• Mail Handling • Reporting and Documentation • Administrative Support

• MS Office • Document Management • Multi-Line Phone Systems

• Scheduling • Documentation and Reporting • Attention to Detail Recordkeeping and File

Management

• • Business Administration • Customer Engagement

• Meeting Scheduling • Verbal Communication • File Organization

• Spreadsheet Creation • Expense Reporting • Calendar Management

• Database Management • Clerical Support • Appointment Scheduling

• Data Entry • Records Retrieval • Spreadsheet Development

• Computer Skills • Microsoft Excel • Documentation and Recordkeeping

• Microsoft Word

Legal Assistant October 2022 - November 2023

Sammons Olivero & Paraschos, Huntington, WV

• Supported contract administration with document scanning, client updates, and data management.

• Prepared and filed basic motions for cases.

• Conducted legal research and gathered pertinent legal information.

• Managed large volumes of hard and soft copy documents and files.

• Handled appointment set-up, information gathering, and notice issuing.

• Transcribed and proofread legal documents before deadlines.

• Organized calendars of required court hearings, appearances and document due dates.

• Generated subpoenas and updated case management system from returns.

• Prepared and processed expense reports for reimbursement to attorneys and paralegals.

• Coordinated recordings of conveyance documents and liens.

• Maintained and filed records and reports on case activity and prepared statistical reports.

• Tracked deadlines, documents and calendars through computerized case administration and management system.

• Served as administrative assistant by completing clerical, secretarial and administrative activities.

• Filed legal documents using court's electronic filing system.

• Met deadlines consistently when preparing and filing court pleadings.

• Prepared briefs, pleadings and appeals for [Type] cases.

• Coordinated case information by meetings with clients, experts and other professionals.

• Authored, organized and submitted professionally written legal correspondence, affidavits and contracts.

• Supported [Type] hearings by coordinating witness statements and appearances.

• Prepared and organized trial exhibits for each case. Licensed Insurance Agent March 2020 - October 2021 Ron Ward Insurance, Huntington, WV

• Scheduled on-site visits and presentations to connect with new, established and potential clients.

• Expanded client base with powerful marketing, cold calling and referral management.

• Prospected and scheduled quota of new client appointments per week.

• Collaborated with colleagues to reach business goals, maximize leads and generate sales opportunities.

• Responded to customer inquiries and issues, maintaining sound sales practices.

• Interviewed and obtained all required information to quote prospective clients.

• Established strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate.

• Explained different options to prospective clients and recommended suitable insurance policies. Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge.

• Maintained clients through personalized acquisition and retention strategies.

• Determined client needs before selecting insurers to underwrite policies.

• Set up clients with new policies, calculated premiums and established payment methods.

• Obtained binder coverage after contacting insurers and submitting application forms.

• Networked at events and dinners to obtain new clients.

• Sought information from clients for claim processing.

• Sold common and specialized policies to businesses and individuals.

• Selected company by requested coverage type to underwrite policy.

• Gathered financial resources and needs data from potential clients through interviews.

• Cross-checked and met policy requirements to fast-track request processing.

• Contacted policyholders and modified plans to reflect changing requirements and preferences.

• Assessed insured property value to calculate premiums and payment period.

• Checked compensation and payouts for fairness to clients and insurers. Administrator July 2018 - November 2023

PC Early Construction LLC, Huntington, WV

• Improved information management with enhanced data entry and tracking processes.

• Preserved customer loyalty by quickly and completely resolving complaints.

• Enhanced collaborative efforts with improved handling of communications and related files. Evaluated proposals against budgetary requirements and resource constraints to plan for change and operational improvements.

• Upheld compliance with internal policies and maintained consistent data confidentiality standards.

• Scheduled and coordinated internal and external events.

• Wrote and enforced company policies for varying operational areas.

• Maintained operational needs, managing daily, weekly and monthly task lists.

• Maintained business supply inventory, minimizing costs while consistently meeting routine demands.

• Supported business operations by preparing and processing [Type] documentation.

• Kept accurate inventory records and tracked costs against budget targets. Licensed Insurance Agent March 2018 - March 2020

Huffman Insurance, Ashland, Ky

• Prospected and scheduled quota of new client appointments per week.

• Established strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate.

• Explained different options to prospective clients and recommended suitable insurance policies.

• Interviewed and obtained all required information to quote prospective clients.

• Expanded client base with powerful marketing, cold calling and referral management. Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge.

• Scheduled on-site visits and presentations to connect with new, established and potential clients.

• Responded to customer inquiries and issues, maintaining sound sales practices.

• Determined client needs before selecting insurers to underwrite policies.

• Developed marketing strategies to compete with insurance companies.

• Sold common and specialized policies to businesses and individuals.

• Sought information from clients for claim processing.

• Set up clients with new policies, calculated premiums and established payment methods.

• Cross-checked and met policy requirements to fast-track request processing.

• Networked at events and dinners to obtain new clients.

• Contacted policyholders and modified plans to reflect changing requirements and preferences.

• Assessed insured property value to calculate premiums and payment period.

• Obtained binder coverage after contacting insurers and submitting application forms. Secretary February 2008 - July 2017

Bloss and Dillard, Huntington, WV

Education

• Managed calendars, updated staff schedules and booked travel plans.

• Answered multi-line phone system, determining next steps to assist staff and customers.

• Established office procedures, priorities and deadlines.

• Operated photocopier and distributed document copies to relevant staff.

• Fielded incoming calls and took detailed messages.

• Used scanner, printer and common office IT equipment.

• Developed positive customer relations with new clients and customers.

• Maintained advanced knowledge of Microsoft Office and common office software.

• Upheld strict confidentiality of sensitive information.

• Kept office equipment stocked, operational and ready for use.

• Scheduled meetings, trips, and appointments for team and maintained master calendar.

• Delivered range of basic and advanced clerical support for daily and special project needs.

• Managed incoming and outgoing mail, packages and faxes. License: Insurance Agent - Insurance Schools, Cross Lanes February 2018 High School - Buffalo Wayne, Kenova WV June 1995



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