Executive Assistant Office Manager
Resume:
Kelli Goldston
806-***-**** *************@*****.***
Summary
Dedicated executive assistant with over 16 years of professional experience, excellent organizational skills with experience in managing teams and expectations of staff.
Objective
To obtain a position that will enable me to use my organizational and communication skills in a challenging position with opportunity for growth and advancement.
Skills & Abilities
–Microsoft Excel, Word and Outlook
–Notary
–Marketing
–Technology Support
–Organization
–Effective Communication
–Integrity
–Teamwork
–Problem Solving
–Willingness to learn
Certifications
–Texas Life and Health Insurance Agent License, from 2009
–Texas Notary Public
Experience
Morgeson Consulting 7/2021-10/2023
-Part Time: Office Manager – I maintained the office. I was responsible for supplies and equipment. I handled accounts payable and accounts receivable. I oversaw everything QuickBooks, the delinquent report, recouping funds and processed all outgoing statements. Handled the credit cards and bank reconciliations. I assisted my boss in communicating with clients, setting meetings, scheduling jobs and going to work sites.
Arledge Aesthetics & Plastic Surgery 8/2020-7/2021
-Part Time: Insurance Coordinator – I verified benefits for consults and procedures prior to surgery with a very good approval record. I also worked the delinquent report and was able to recoup significant funds, I processed appeals and got them paid. I also worked in the front on checking in, necessary paperwork and checking out patients during meetings and as the backup.
Staffing Coordinator/Executive Assistant, Children’s Connections Inc. 2015 – 2020
–As the Staffing Coordinator I found good applicants, completed new staff orientation including all new hire paperwork and background checks throughout the state of Texas, eventually being promoted to Executive Assistant for the director.
–As an Executive Assistant I coordinated meetings, travel and event for the director as needed for an agency that spans the state of Texas.
Agent/Personal Assistant, The Scioli Group 2014 – 2015
–Insurance agent for an independent insurance agency where we found all types of insurance options for both new and existing clients.
Small Group Account Manager, Ashmore & Associates 2007 – 2013
–After beginning with Ashmore as a receptionist I worked my way up to Market Analyst and Small Group Account Manager. I was responsible for taking care of client renewals and shipping the market for the best insurance to fit the clients’ needs. I was also responsible for training new staff, assisting IT and calculating gain/loss rations for all agents.
Various 2006 – 2013
–Various positions in insurance and medical offices using my skills in a general office environment.
Education
Kaplan College – Dallas, Texas – Texas Life and Health Agent Certification
South Plain College – Levelland, Texas - completed basic courses towards a degree in Education
References
Kayla Sageser
Case Worker, Texas Workforce
Jamie Baack
HR, City Bank
Roxanne Gard
Graphic Designer
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