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Life Insurance Producer, Customer Service Management

Location:
West Jefferson, OH
Posted:
March 19, 2024

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Resume:

GERRI GOLDBERG

ad4frz@r.postjobfree.com 609-***-**** West Jefferson OH

Summary Dedicated CSR Manager with solid background in high-volume office environments focused on delivering exceptional Account retention and operational support with professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs. Personable Manager skilled at using relationship-building to cultivate positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem- solving and conflict resolution. Expertise in resource allocation and schedule management. High-performing Administrative Assistant offering extensive experience working with diverse client base and delivering exceptional results. Polished in managing client relations, liaising with internal stakeholders and managing vendor relationships. Proficient in [Microsoft 365 Software] and Industry Specific software quick-study. Results-driven professional with track record of excelling in fast-paced office environments. Strong client relations skills and to resolve issues with tact and diplomacy to drive client retention and loyalty. Knowledgeable in industry terminology, products and services to effectively address and respond to public and personnel inquiries.

Skills • OSHA regulations & HIPPA Compliance

• Residential Construction regulations

• PC proficient

• Types 58 WPM

• Meeting planning

• Event Planning

• Exceptional Customer Service Skills

• Detail oriented and Quick study

• Data Entry proficient

• Travel Scheduling

Experience Administrative Assistant 05/1998 - Current Excel Investigations West Windsor, NJ

• Performed background checks on applicants as well as DMV abstracts. Performed administrative duties including filing, mail distribution, answering calls and applicant scheduling.

Cardiovascular Technician 01/2005 - 01/2009

Hamilton Cardiology Hamilton, NJ

• Tested patient cardiac activity with specialized equipment to conduct tests such as electrocardiograms and blood pressure. Update patient files and prepare files for scheduled appointments. Promoted to Medical Secretary for two Doctors. Answered patient calls, handled requests and return phone calls. Scheduled patient appointments. Contacted Pharmacies to fill patient prescriptions. Daily meetings with Doctors to discuss patients. Assisted Doctors on patient visits as needed.

A/P Assistant 01/2003 - 01/2005

U.S. Fleet Bordentown, NJ

• Set up and maintained physical and electronic filing systems to maintain organizational efficiency.

• Managed phone calls from clients during executives' absences and delivered informative answers to questions.

• Reviewed checks for proficiency and batch run. Matched to envelopes to be mailed out.

• Managed and routed telephone calls, files and assisted in auditing files. Job Recruiter/Office Manager 01/2000 - 01/2002

Uptown Personnel Bordentown, NJ

• Oversaw day-to-day office operations, including receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.

• Maintained impeccable office organization to support efficiency, professionalism and performance objectives.

• Updated details in company database by keying in customer contacts and open jobs.

• Gained Company Clients and open positions within their Organization.

• Recruited Professional employees with matching skills to be interviewed by client Human Resources successfully for hire.

• Maintained database of employees seeking employment change.

• Tested skills for all candidates.

Customer Service Department Manager 01/1993 - 01/1998 DKM Residential/GW & D Skillman, NJ

• Established positive rapport with Homeowners, managers and customer service team members, and all departments and Subcontractors to maintain positive and successful work environment.

• Delivered fast, friendly and knowledgeable service for routine questions and service complaints.

• Responsible for punchlists repairs from pre walk, final walk, 1 year punchlists through 2 year Warranty for each Homeowner.

• Managed daily work schedule for 16 people.

• Ordered needed materials through Purchasing Department.

• Met with Homeowners daily to discuss their issues.

• Managed all phone calls and deescalated client issues before upper management needed to be notified, successfully

• Maintained and ordered Department supplies and equipment.

• Participated in weekly Management meetings to update and presented ideas to improve client experience.

Marketing Administrative Assistant 01/1991 - 01/1993 Chemical Bank-Private Banking Princeton, NJ

• Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.

• Kept office equipment functional and supplies well-stocked to promote efficient operations.

• Exceptional working knolwledge of MS Office for correspondence, and updated presentation material and spreadsheets.

• Fully responsible for all aspects of scheduling, invitations and menu for Speaker luncheons and special events for Private Banking Clients.

Office & Leasing Manager 01/1986 - 01/1991

Fasolino Brothers Builders Cream Ridge, NJ

• Oversaw day-to-day office operations, including receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.

• Maintained impeccable office organization to support efficiency, professionalism and performance objectives.

• Updated details in company database by keying in customer contacts and delivery dates.

• Responsible for renewal and nonrenewable of leasing rental properties.

• Responsible for payroll of employees, payroll tax deductions and quarterly reports to IRS as well as general ledger.

• Met with Homebuyers to select all custom materials and upgrades.

• Responsible for collected rents and Bank deposits Education and

Training

High School Diploma 06/1981

Allentown High School Allentown, NJ

• Major in Business Management

• Honor Roll

Certificate in Business & Travel 05/1984

North American College Phoenix, AZ

Cardiovascular Tech & Phlebotomy Certificate-Honors 05/2005 Harrison Career Institute Ewing, NJ

Some College (No Degree)

Mercer County Community College Trenton, NJ



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