Operations Specialist Office Manager
Resume:
NYCOLE
LIGHTBODY
***********@*****.***
Mechanicville, NY 12118
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
PROFESSIONAL SUMMARY
One Hour Heating And Air Conditioning Of Saratoga - Office Manager Malta, NY • 05/2022 - 09/2022
Point32Health - Sales Operations Specialist
Canton, MA • 07/2021 - Current
AFLAC - Insurance Broker
Clifton Park, NY • 09/2018 - 04/2021
WORK HISTORY
• Maintained computer and physical filing systems. Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
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Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
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• Coordinated special projects and managed schedules. Developed standard operating procedures for all administrative employees.
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Maintained CRM database with customer updates and report generation.
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• Credential and conduct initial onboarding set up of new brokers.
• Managed broker portal interactions.
Collaborate with Sales and Marketing Product Operations and IT departments to provide input into database improvements, including testing and reporting results.
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Maintain broker records and reports in the broker commissions database.
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Provide necessary support for Direct Sales Channels across all markets.
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Monitored sales organization's compliance with state and federal standards of record-keeping for customer and broker personal information, sales records and validation reports.
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Promoted business' development by building and maintaining relationships with new clients.
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Knowledge of products and policies to recommend to prospective clients.
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Approached potential clients by using direct marketing techniques, including walk-ins and phone contacts.
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• Use of CRM daily.
Assisted business owners with payroll deductions and use of tax exemptions.
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Conducted face to face business luncheons and group presentations of products.
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NYSOH Broker License
LICENSES AND CERTIFICATES
SKILLS
• Strategic Planning and Execution
• Integrity and Transparency
• Analytical and Critical Thinker
Corporate Strategy and
Development
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• Departmental Coordination
CRM, Oracle, ICM, Market
Prominence, IKA, Salesforce and
Successware
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• MS Excel. MS Word, and Outlook
• Administrative Functions
• Form Completion and Submission
• Regulatory Requirements
• Licensing Requirements
• Billing Inquiries
• Financial Due Diligence
Mildred Elley
Albany, NY • 05/2016
Associate of Science: Medical
Assisting
EDUCATION
CCMA Certificate
CPT Certificate
EKG Certificate
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