Client Service Customer

Taylor M. Ventus

**** ********* *******, **********, **, 45236 513-***-**** ******.*********@*****.*** Career Summary

Highly skilled and customer-focused Client Service Assistant with extensive experience in the insurance industry, loan processing, event coordination, and community affairs. Expertise in managing processes and procedures, providing exceptional customer service, and collaborating effectively with internal and external stakeholders. Demonstrated success in streamlining operations, ensuring compliance, and exceeding customer expectations. Proven ability to foster a positive team culture and contribute to professional growth and development. Strong communication, organizational, and problem-solving skills. Areas of Expertise

• Client Service & Customer Satisfaction

• Insurance Policies & Regulations

• Loan Processing & Compliance

• Event Planning & Coordination

• Website Management & Design

• Database Management & Reporting

• Community Outreach & Engagement

• Records Management & Data Security

Technical Proficiencies: Microsoft Wording; Excel, PowerPoint, Social Media, Outlook Professional Experience

Executive Assistant to Midwest CEO (40 hrs./week)

USI Insurance Services · Sept 2023 – Present

• Scheduling and coordinating meetings, appointments, and events for the CEO. This involves organizing and prioritizing the executive’s time efficiently.

• Handling and managing incoming and outgoing communications on behalf of the CEO. This may include emails, phone calls, and other correspondence.

• Coordinating travel plans, itineraries, and logistics for the CEO. This involves booking flights, accommodations, and ensuring smooth travel experiences.

• Preparing meeting materials, agendas, and presentations. Attending meetings with the CEO, taking notes, and following up on action items.

• Assisting in various projects and initiatives led by the CEO. This may involve collaborating with other executives, departments, or external partners.

• Building and maintaining positive relationships with internal and external stakeholders, clients, and partners on behalf of the CEO.

• Addressing issues and challenges proactively, making decisions in the CEO’s absence, and ensuring the smooth operation of daily activities.

Hylant, Inc.- Cincinnati, OH (40 hrs./week)

Client Service Assistant, May 2017 – Sept 2023

• Streamlined the process of issuing certificates of insurance for clients, ensuring efficient and timely delivery of essential documents.

• Conducted rigorous checks on renewed insurance policies, identifying and resolving inaccuracies to safeguard clients' interests and minimize potential risks.

• Leveraged exceptional organizational skills to manage the issuance of auto insurance cards for client company cars, ensuring that all vehicles were properly insured and registered.

• Proactively requested policy endorsements from insurance carriers and followed up diligently, effectively communicating and negotiating with carriers to secure the necessary endorsement.

• Demonstrated a customer-centric approach, going above and beyond to exceed client expectations and provide top-notch service that consistently generated positive feedback.

• Maintained a comprehensive understanding of the insurance industry and regulatory requirements, leveraging this knowledge to ensure compliance and provide accurate guidance and advice to clients.

• Fostered a collaborative team environment, working closely with colleagues to achieve shared goals and optimize operations for maximum efficiency and effectiveness.

Fifth Third Bank – Cincinnati, OH (40 hrs./week)

Loan Associate, Aug 2015 - Oct 2015

• Managed a diverse pipeline of conventional, governmental, and portfolio loans, ensuring accurate, complete, and timely processing for each loan.

• Leveraged keen attention to detail and thorough understanding of loan processing requirements to review each loan application and associated documents, identifying and resolving any errors or discrepancies.

• Collaborated effectively with internal stakeholders and external partners, including loan officers, underwriters, and title companies, to ensure seamless processing and timely closing of loans.

• Maintained comprehensive knowledge of regulatory requirements and industry standards, proactively identifying and addressing potential issues to ensure compliance and minimize risk.

• Demonstrated a commitment to providing exceptional customer service, communicating regularly with borrowers and partners to provide updates on loan status and address any questions or concerns.

• Contributed to a positive and supportive team culture, sharing knowledge and expertise with colleagues and actively seeking out opportunities for professional growth and development. Greater Cincinnati Automobile Dealer Association – West Chester, OH (40 hrs./week) Website Manager and Assistant Events Coordinator, Aug 2014 - Jun 2015

• Managed and routinely updated the organization's public-facing website, ensuring it accurately reflected GCADA's brand and effectively promoted upcoming events and initiatives.

• Leveraged exceptional design skills to create eye-catching and engaging promotional materials such as brochures and posters, highlighting the organization's signature events such as the Cincinnati Auto Expo Show, Summer Golf Outing, and Rev It Up! Party.

• Collaborated closely with internal stakeholders and external partners, including event sponsors and vendors, to ensure seamless planning and execution of events.

• Demonstrated outstanding organizational skills, managing multiple tasks and deadlines while ensuring flawless execution of all aspects of event planning and coordination.

• Acted as a liaison between GCADA and event attendees, responding promptly and effectively to inquiries, concerns, and feedback to ensure a positive experience for all participants.

• Contributed to a collaborative and supportive team environment, sharing knowledge and expertise with colleagues and actively seeking out opportunities for professional growth and development. State of Ohio Treasurer – Cincinnati, OH (21 hrs./week) Community Affairs Intern, Aug 2010 - Dec 2010

• Played a critical role in promoting community engagement and strengthening relationships with local stakeholders as a Program Coordinator.

• Assisted in planning and executing special events and community programs that generated awareness of financial and educational programs, helping to improve the lives of community members.

• Developed strategic programming initiatives that effectively communicated the organization's mission and generated positive community engagement.

• Provided essential database management support, including data entry and generating reports, to help streamline operations and enhance decision-making.

• Managed mass mailings to community leaders and special groups, ensuring timely and accurate delivery of critical information.

• Demonstrated exceptional writing and editing skills, producing compelling and informative articles for the organization's external newsletter.

• Collaborated effectively with internal stakeholders and external partners, including community organizations and leaders, to ensure the successful planning and execution of all programs and events.

• Contributed to a positive and supportive team culture, sharing knowledge and expertise with colleagues and actively seeking out opportunities for professional growth and development. Procter & Gamble – Mason, OH (45 hrs./week)

Contractor, Oct 2014 – Nov 2015

• Served as a dedicated contractor at Procter & Gamble, performing critical tasks related to records management with accuracy and attention to detail.

• Reviewed and managed paper records delivered to Records Management, ensuring completeness and accuracy of information and maintaining strict confidentiality and security standards.

• Prepared paper records for transfer to off-site storage, ensuring proper labeling and organization for ease of retrieval.

• Operated microfilm/microfiche scanners with precision and accuracy, capturing and digitizing information for efficient storage and retrieval.

• Demonstrated a strong commitment to quality and compliance, adhering to company policies and procedures related to records management and data security.

• Collaborated effectively with internal stakeholders, including members of the Records Management team and other departments, to ensure smooth and efficient operations.

• Contributed to a positive and supportive team culture, sharing knowledge and expertise with colleagues and actively seeking out opportunities for professional growth and development. Education

• Sinclair Community College Communications/Journalism, Studies Jan 2012

• Eastern Kentucky University, Cincinnati – Electronic Media Jan 2010 Certifications & Licenses

• Web Development Certification Ongoing

• Licensed Property & Casualty Insurance Agent

• Notary Public Ohio

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