Administrative Assistant Customer Service

Penny Patton

Houston, TX 737-***-**** *************@*****.***

Professional Summary:

Experienced Administrative Assistant with a diverse professional background encompassing marketing, customer service, and proficient use of office software. Adept at creating and executing effective written and administrative strategies to enhance office efficiency and drive profitability. Possesses strong communication skills, including flu- ency in spoken, written, and reading comprehension of Spanish. Experience

03/2024 – 12/2024: Eye Level Katy West Tutoring Center English/Language Arts Tutor Katy, TX

• Tutored PreK -8th grade students

• Tutored special needs students

• Helped students with anxiety by using essential oils and providing fidgets

• Provided tutoring in Language Arts, Reading, Spelling, English and Science

• Utilized Google Translation on iPad for students with language barriers

• Awarded stickers to students for daily homework completion

• Awarded Eye Level Bucks to students to receive prizes

• Timed students’ spellings tests prior to being graded gym Grader

• Worked through booklets with students

• Worked with students in reading comprehension and phonetics

• Celebrated holidays with them providing holiday card, gift card and candy 05/2020 - 04/2022: Advisor Insurance Group Inc Houston, TX Receptionist & Manager of Marketing and Business Development

• Initiated sales by scheduling appointments, making initial presentations, and understanding account re- quirements.

• Identified market potential by qualifying accounts.

• Closed sales by building rapport with potential accounts; explaining product and service capabilities; over- coming objections; preparing contracts.

• Recommended new products and services by evaluating current product results and identifying needs. 03/2018 - 01/2020: Inner Loop Counseling Services, Inc. Houston, TX Admin Asst, Accounting Asst., and Marketing Assistant

• Greeted clients and accepted credit cards, cash, and check payments.

• Worked with Quickbooks entering invoices, receipts, billing, etc.

• Ran reports in Salesforce and marketing campaigns. Created flyers for counseling groups, seminars, and lunch and learning sessions in Publisher.

• Organized file rooms-maintained filing cabinets and alphabetically filed client files by last name.

• Did claim insurance receipts along with claim indexing and utilized skills in Microsoft Word, Excel, Pow- erPoint, and Outlook Email Server Daily.

• Various Admin tasks such as three phone lines, a voicemail system, faxing, scanning PDFs, printing, trou- bleshooting, and making as well as printing copies of all documents. 01/2014 - 01/2018: MemberSource Credit Union Houston, TX Marketing Coordinator

• Worked with clients in investment banking with IRAs, 401K Rollovers, opening bank accounts, etc.

• E-check scan and deposit via Remit Pro.

• Used NetX360, Salesforce, and Excel 2016 daily to perform daily work notations.

• Outbound and Incoming calls to set appointments.

• Maintained branch manager’s calendar on Outlook 2016 and scanned, faxed, copied, and emailed blasts. 01/2012 – 01/2013: Sicola’s Florist Houston, TX

Marketing and Administrative Assistant

01/2010 – 01/2012: Manhattan Life Insurance Houston, TX Customer Service

01/2007 – 01/2010: Abraham and Associates Houston, TX Commercial Insurance Marketing Assistant

Education

2010: University of University – B.A. in Communications/Advertising Houston, TX

• Minor in Spanish Language & History

• Three study-abroad sessions in Central and Latin America

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