Customer Service Administrative Assistant

Sally Kay Boulos

Highly versatile, collaborative and quickly masters new roles, responsibilities, categories and environments. Reputation for integrity, problem solving abilities, work ethic and analytical skills. Possess outstanding interpersonal, organizational and analytical skills. Constantly exceeds expectations with customers regarding insurance, products, implementation, detail-oriented reports and tracking and task management.

Key Strengths

* Product & Service Knowledge * Multi-Tasking * Interpersonal Communication * Customer Service

* Fast-Paced * Efficiency Optimization * Relationship Management * People Skills

* Team-Player * Good Memory * Document Analysis * Database Management Education

Channelview Christian High School-Graduated 2000

San Jacinto College, Texas Southern University

Work Experience

2021–2023 Small Business Sales Specialist: SunLife Financial (Southern Texas & Louisiana) Small Business Sales Rep for U26 lives, intake RFPs, review RFPs for eligibility to quote, look over & edit Manual Pricing Tool

(MPTs), review/highlight/deliver Proposals to brokers, communicate with brokers, establish relationships with brokers, manage sold groups throughout implementation, assist with enrollment/portals/claim support/billing support, liaison between broker and departments, monitor workbasket, work within QPS/Salesforce, provide education material to brokers on products, attend weekly meetings with team, attend bi-weekly continuing educational seminars, attend & conduct broker meetings 2023-Current Lead Legal Assistant, Personal Assistant & Case Manager: A Taylor Law Firm Intake new appointments and assignments from Harris County, Matagorda & Fort Bend County, Voucher submission for payments, Motion to Withdraws, Resets, Client communication, Docket pulls, Discovery Pull & Review, RIP Call Review, Plea Offer Reviews, Assist in jury selection, Prepare documents/evidence/discovery/legal research for trial, Spreadsheeting client information, mainframed client database, created intake & communications documents, trained new team members, hired & fired new team members, assigned cases to other case managers, Answered phones, emails & texts, Scheduled mediations & consults, attended & held Zoom meetings, be familiar & up-to-date with all cases in the office 2011-Current: Event Planning, Wedding Coordinator/Decorator, Band Manager Met with clients to notate direction of décor/theme, ordered all necessary items, created/designed centerpieces, handcrafted bouquets, handcrafted arch, decorated tables, chairs with tablecloths/napkins/sashes, ordained minister, worked with performers to book gigs, coordinate day of events, scheduled and booked vendors 2005-Current Meet Director/Master of Ceremonies

Plan/Run District, State, Regional & National Competitions, Data Input, Prepare Competition Schedule, Order Medals, Schedule Staff, Print/Label/Organize all Necessary Documents, Master of Ceremonies for Major Competitions 2019– State Board Committeeman

Liaison between business in my region to the State Board, Communicate Rules/Changes to my region, Facilitate meetings, Conduct Voting Meeting, Prepare Meeting Minutes, Assist in Planning State Events/Banquets 2003-2007, 2009-2013, 2018-2022 Program Manager/Team Coach/Meet Director/Website Manager-Star’s Gymnastics Staff/Class Management, Hiring/Firing, Prepared Coach/Class Schedule, Prepared Rotation/Training Schedules, Planned/Ran Inner -Gym Competitions, Planned/Ran Special Events, Birthday Parties, Camps, Coached Recreational/Preschool/ Developmental/ TOPS/Competitive Team Level 2-9, Administrative Assistant, Data Input, Emails, Parent/Child Meetings, Customer Service, Processed Payments, Answered Phones, Lead Staff Meetings/Trainings, Created/Executed Business Documents, Updated Website Weekly, Prepared Monthly Newsletter Sally Kay Boulos

2015-2018 Team Director & Head Coach/Preschool Director/Webmaster-Pearland Gymnastics Academy Staff/Class Management, Prepare Coach/Class Schedules, Prepare Rotation/Training Schedules, Plan/Run Inner-Gym Competitions, Lead Staff Meetings/Trainings, Administrative Assistant, Input Data, Answer Phones, Process Payments, Customer Service, Created/Executed Business Documents, Send Emails, Update Website Weekly, Coached Developmental/ TOPS/Girls Comp Lv 2-9/Boys 8-10

2013-2015 Compulsory Team Head Coach/TOPS Director/Meet Director-REFLEX Gymnastics Prepared Rotation/Training Schedule, Strength & Conditioning Director, Conducted Try-outs, Planned/Ran Competitions, Data Input, Administrative Assistant, Customer Service, Answered Phones, Communication Manager, Processed Payments, Managed Parent Financials, Parent/Child Meetings, Created/Executed Business Documents, Coached Pre-Team/TOPS/Competitive Team Level 2-10, TOPS State Tester, Company was merged with Pearland Gymnastics Academy 2007-2009 Gym Manager/Head Coach/Meet Director/Preschool Director/Webmaster- Houston Gymnastics Academy Staff/Class Management, Hiring/Firing, Prepared Coach/Class Schedule, Prepared Rotation/Training Schedules, Planned/Ran Inner -Gym Competitions, Planned/Ran Special Events, Birthday Parties, Camps, Coached Recreational/Preschool/ Developmental/ TOPS/Competitive Team Level 2-10, Administrative Assistant, Data Input, Emails, Parent/Child Meetings, Customer Service, Processed Payments, Answered Phones, Lead Staff Meetings/Trainings, Prepared Profit and Loss Charts, Payroll, Update Website Weekly, Created/Executed Business Documents 2000-2001 Assistant Manager- Rave Clothing

Customer Service, Stocking Clothing, Pricing, Cashier, Opening & Closing Register Duties, Opening & Closing Store Duties, Hiring/Firing, Scheduling, Payroll & Daily Batch Reports, PNL reports, Sales 2001-2003 Customer Service Manager/Price Integrity Clerk- Gerland’s Food Fair/Food Town Customer Service, Processing Utility Payments, Monitoring Cashier On-Hand Cash, Cash Pick-ups From Cashiers, Safe Deposits, Counting Tills, Handled all Cash/Checks/Charges From all Registers, Opening & Closing Register Duties, Opening/Counting/Closing of Store Safe, Tagging all Store Items with New Sale Prices, Announcements, Batch Reports Languages

English, Conversational Spanish

Computer Skills

Microsoft Office-Publisher/Word/Excel/PowerPoint, ProSchool & ProScore, I-Class Pro, Jack Rabbit, Class Bug, Snap, QuickBooks, Web Design, QPS, Salesforce, Google Docs, HC Courts & FB Courts Attorney Kiosk, VIPS, JusTex Computer Education- Enrolled in Computer & Informational System Management Courses Licenses and Certificates

Specialty Certifications- MELPD-Movement Education and Lesson Plan Development, KAT-Kinder Accreditation for Teachers, U100-Fundamentals of Gymnastics Instruction, U101-Safety & Risk Management, U102-First Aid Basics, American Academy of CPR & First Aid– BLS CPR (Adult/Child/Infant), U200-Developmental Coaches Course-Sports Science, ITP 1-Instructor Training Program for Preschool-Recreational Gymnastics, ITP 2– Instructor Training Program for Compulsory-Optional Gymnastics, GymCert Level 1-3, W202- Meet Director, R101-Preschool Fundamentals-Theory, U110-SafeSport 1-3 School of Competitive Gymnastics-Women’s Artistic Gymnastics: Junior Olympic Team Coach (grandfathered due to success in optional level gymnastics with an athlete appearing at Regional & Nationals since 2008) School of Judging– Women’s Level 9 Rated NAWGJ, J416-Level 9 Composition, J311-Begnning Optional Skill Evaluation: Uneven Bars, J312 Beginning Optional Skill Evaluation: Beam Acro, J313 Beginning Skill Evaluation: Beam Dance, J412- Optional Beam Connections: To Give or Not to Give, NGJA Men’s National Rating Level 4-10, GAT attendance since 2003, Regional Congress attendance since 2008, National Congress attendance since 2008 Sally Kay Boulos

Insurance Licensing- Life & Health License in 3 States Computer Science- Certificate in Computer Science– Power Point, Excel, Publisher, Word, QuickBooks Service Industry Licensing- TABC, Food Handlers, ServeSafe, Worked with multiple POS systems Sally Boulos

832-***-****, *************@*****.***

5331 Nottingham Dr

Katy, TX 77493

References

Available upon request

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