Customer Service Executive Assistant

KASI PIERCE

Nicholasville, KY **********@*****.*** 502-***-****

Kasi Pierce

1

Seasoned professional with executive and senior role experience. With over 20 years’ experience in roles such as management, wealth and trust management, insurance service and sales, as well as marketing, I have mastered skills such as business development and growth, customer service, problem solving and adaptability.

Professional Experience

Wealth Management Executive Assistant

Cumberland Valley National Bank - Lexington, KY 2022 to Present With keen attention to detail, ability to multitask, and being a quick study, I currently:

• Submit confidential information regarding investments to the appropriate recipient(s).

• Register Executive Vice President (EVP) for events, seminars, reservations, and the like.

• Prepare email and mail correspondence, screen phone calls for importance, schedule appointments for EVP.

• Assist the Trust Department in daily/monthly reconciliation when needed. Efficiently and accurately assist in Trust Department annual audits.

• Record minutes for Trust Committee meetings as well as prepare materials for the meetings.

• Coordinate meetings for our Executive Board that includes reserving meeting rooms, printing and distributing printed materials, ordering breakfast and lunch, and more.

• Responsible for organizing the bank’s 120th anniversary celebration which included researching and reserving a food truck (Taylor Belle’s Smash Burgers), decorations, giveaways, signage, set-up and break- down of materials.

• Reconcile three credit card statements monthly for the Wealth Management department Customer Service Manager

Michelle Oberto State Farm - Lexington, KY 2020-2022 After transferring my West Virginia licenses to Kentucky (all four line of insurance) I was able to offer clients: Expert claim handling, servicing current policies as well as writing new business. First class customer service and attention to detail. Reconciled Michelle’s agent checking account in accordance with State Farm’s requirements.

Michelle was in a one-year program to become a permanent agent with State Farm. I expanded the reach of her office to the entire state of Kentucky, ensuring that leads could be gained and policies written to meet the goals of State Farm and become an agent. I worked very closely with Michelle to understand her goals and together, we achieved her agent status.

Customer Service Representative

Pam Neely State Farm - Martinsburg, WV 2019-2020

After obtaining my Property, Casualty, Life & Health Licenses in West Virginia in 2018: Assisted customers with new policies, discussing coverage and answering questions. Initiated claims for customers, with multiple follow-ups to ensure proper customer service. Reconciling the agent’s checking account for customer payments. Daily bank deposits and much more. KASI PIERCE

Nicholasville, KY **********@*****.*** 502-***-**** Kasi Pierce

2

Bid Coordinator

Ozark Materials LLC - Greenville, AL 2017-2018

Managed all aspects of Ozark Materials' Nation-Wide (including Canada) bid process including:

• Processed contract renewals and negotiated new terms with customers.

• Set up new bid lead account with BidSync.com to generate more leads and in doing so, more business.

• Researched and signed up for email alerts on hundreds of free government (local and state) and public websites.

• Once a pertinent lead was received, I scrutinized the bid document for close date and time (keeping time zones in mind) to prioritize multiple bids.

• Entered applicable bids into SalesForce.

• Noted unique requirements such as being an approved vendor on their APL/QPL, being a registered vendor on a particular website or portal, samples of material(s) required, Bid Bond, Notary requirements, etc.

• Completed typical requirements like a COI, references, and other standard questions.

• Gather pricing for bid line items for executive management to review.

• Once reviewed, the bid document was emailed out to all appropriate personnel, with all important details listed.

• Collaborated with interdepartmental colleagues as well as third parties to ensure high quality submissions.

• Submitted the signed and completed bid document before the due date and time with all required paperwork.

• Registered as a vendor with City/County/State websites and maintained spreadsheets for each registration.

• Assisted field salespersons with vendor registrations that would enable Ozark Materials to do business with specific Cities/Counties/States.

Administrative Assistant

Carolina Management Team (CMT) - High Point, NC 2015-2017 Being very team oriented and a quick learner, I assisted various team members wherever needed, including, but not limited to:

Administrative Responsibilities -

• Prepared proposals based on the estimators' "site-visit" worksheet or "out-to-bid" worksheet, to be sent to existing and potential clients to garner more business.

• Researched and implemented a new phone system and copier lease, ultimately saving hundreds of dollars per month.

• Researched and booked hotels, dumpsters and Porta-Johns for crewmembers staying out of town. Maintained spreadsheets for hotel, dumpster and Porta-John expenditures for year-over-year comparisons.

• Updated marketing spreadsheet of wastewater and water treatment plants annually for the sales team.

• Prepared project binders for Superintendents and Foreman to use on the job site - includes all pertinent paperwork, emergency facilities near the job site and MSDS sheets in case of emergency. Accounts Payable/Receivable Responsibilities -

• Entered invoices, payments, job estimates, credit card charges, etc. into QuickBooks.

• Prepared expense reports bi-monthly, balancing credit card statements to expense reports and receipts.

• Maintained database of all company vehicle expenses including repairs, maintenance and fuel. KASI PIERCE

Nicholasville, KY **********@*****.*** 502-***-**** Kasi Pierce

3

Senior Account Executive

National Yellow Pages Management - Louisville, KY 2004-2015 Responsible for major accounts totaling over $3.2 million in placed advertising. Extremely detail oriented in areas such as discount negotiations, order entry, proofreading artwork and deadlines.

• Assisted in developing a market plan for the company's largest client, which resulted in a total advertising value of over $3 million for a cost to the client of just over $1 million. Executed this market plan in a timely manner with superior accuracy while accommodating numerous adjustments needed by the client. Day-to- day account management including, but not limited to order editing, electronic order and artwork submission and resolving inquiries.

• Maintained a client who informed told by upper management that they had to switch print advertising companies in 2008. Based on account work and dedication, the client contact insisted that they stay with NYPM and cited the reason for staying was because of superior account management. Client is still with NYPM today.

• All clients transferring to the company were provided with a completely redesigned market plan with client specific negotiated discounts, saving them over 50% on average, along with dedicated account management.

• Implemented a call tracking strategy for several clients and maintained documentation which offered a true Cost-Per-Call for their print advertising.

• Participated in several RFPs (Request for Pricing) that resulted in over $2 million in new accounts. Assistant Store Manager

Kroger Company - Louisville, KY 1998-2004

Managed all aspects of a $32 million retail store including customer service, hiring and related paperwork, and ensuring guidelines were met. Oversaw safety program and insured store compliance with OSHA regulations. Worked with vendors daily to secure appropriate stock levels and service. Headed all fundraising campaigns at store level. Supervised an average of 120 employees demonstrating excellent leadership skills.

• Created a new employee incentive program targeted at reducing turnover. Reduced turnover by 10% or more after introducing the program at store level.

• Responsible for the highest increase in donations for Metro United Way employee contributions for a single store.

• Created weekly sales budgets and input weekly sales to be sent to division headquarters.

• Consistently met sales, inventory and safety budgets.

Education

Bachelor of Arts in Psychology University of Louisville - Louisville, KY

Skills

• Marketing • Insurance Sales & Service • Request for Pricing (RFP) • Budgeting • Management • Negotiation • Contracts • Interdepartmental Collaboration •Administrative Skills • Order Entry • Client Relations • SalesForce • Redtail CRM • Trust & Bank software • Accounts Payable • Accounts Receivable • Bookkeeping

• Account Reconciliation • Account Management • QuickBooks

Certifications and Licenses

Property, Casualty, Life & Health Licenses 2018-Present

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