Customer Support Property Damage

DANIELA ARAUJO

**** **** ****** ****. *** *** 305-***-****

Fort Lauderdale, FL 33308 *************@*****.***

www.linkedin.com/pub/daniela-velastegui/40/6a8/207 Education

● Florida International University (FIU) MIAMI, FL Class of 2014 Bachelor of Science in Public Relations

Advisors’ Academy

Coaching Coordinator June 2021- Present

• Provide executive level administrative support to the CEO and Directors

• Overlook the organization's onboarding process for recruiting new financial advisors/agents

• Implement onboarding processes

• Exceptional customer support to advisors/agents while maintaining employee and workplace privacy

• Plan and coordinate travel arrangements and prepare and submit purchase requisitions/expense reports

• Communicate advisor announcements to company staff

• Maintaining and developing effective internal procedures for all interactions

• Coordinate and schedule coaching calls

• Maintaining relationships with financial advisors, vendors, and others

• Maintain, update and sort databases and prepare email/mail communication to clients/staff

• Resolve conflicts through positive and professional demeanor

• Plan and coordinate events for recruiting, coaching, and training

• Assign website credentials, send instructions, and assist with navigation Fuentes & Berrio Law Firm Sept. 2015- May 2021

Legal Assistant/Intake & Property Damage Coordinator

• Manage onboarding process for new clients

• Evaluate incoming claims and potential clients both on the phone and in person

• Support all attorneys with various tasks, including conducting legal research, reviewing documents, communicating with clients, preparing meetings, and organizing and maintaining files

• Gather information about clients and create client records

• Answer questions related to services and make referrals when necessary

• Organizes meetings, company events and conferences

• Order office supplies and furniture

• Deal with all received correspondence and inquiries

• Prepare letters for clients, insurance companies and medical facilities

• Supervise and monitor work of administrative staff

• Organize getting property damage evaluated, repaired, assorted, setting up rental, etc.

• Screening and transferring calls, responding to inquiries and/or taking message

• Maintains inventory of supplies, materials, and reception area Skills

● Proficient in Word, Excel, PowerPoint, Microsoft Office, Time Matters, ACT and Redtail CRM

● Great Interpersonal skills

● Fluentt in Spanish and intermediate in Portuguese

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