Virtual Executive/ Personal Assistant

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NICOLE ROBERTSON

Executive Assistant

PROFESSIONAL SUMMARY

Executive Assistant with 12+ years of extensive experience in communication, administration, and office management. Demonstrates exceptional organizational skills and proficiency in Microsoft Office, ensuring efficient operations in fast-paced environments. Known for problem-solving abilities and leadership in customer service, with a keen eye for detail and a commitment to excellence.

EMPLOYMENT HISTORY

INSURANCE AGENT 2024 - 2025

Kurt Pfaff State Farm Wisconsin

AGENT TEAM MEMBER 2022 - 2023

Scott Davis State Farm Wisconsin

BUSINESS OWNER 2017 - 2023

Sincerely Flora New York

Licensed agent team member under State Farm Captive Agent.Fostered strong client relationships by providing personalized insurance solutions, ensuring clients feel secure in their coverage and enhancing trust. Analyzed clients' insurance needs to recommend tailored coverage options, resulting in enhanced protection for families and businesses.

Coordinated with a team of licensed agents to optimize client interactions, ensuring comprehensive support and improved team performance.

Implemented a digital client feedback system to gather insights, driving continuous improvements in service delivery and client engagement.

Cultivated a client-first approach, resulting in strengthened relationships and higher client retention rates. Streamlined policy review processes, enhancing efficiency and reducing turnaround times for client queries. Fostered teamwork among agents to share best practices, leading to improved client satisfaction and service consistency. Licenses: Property, Casualty, Health & Accident, Life (WI, MN, SC) Licensed agent team member under State Farm Captive Agent.Fostered strong client relationships by providing personalized insurance solutions, ensuring clients feel secure in their coverage and enhancing trust. Analyzed clients' insurance needs to recommend tailored coverage options, resulting in enhanced protection for families and businesses.

Coordinated with a team of licensed agents to optimize client interactions, ensuring comprehensive support and improved team performance.

Implemented a digital client feedback system to gather insights, driving continuous improvements in service delivery and client engagement.

Cultivated a client-first approach, resulting in strengthened relationships and higher client retention rates. Streamlined policy review processes, enhancing efficiency and reducing turnaround times for client queries. Fostered teamwork among agents to share best practices, leading to improved client satisfaction and service consistency. Licenses: Property & Casualty (WI)

Established comprehensive business strategies, leading to substantial improvements in customer retention and increased revenue streams.

Conducted thorough market analysis to refine product offerings, resulting in noticeable gains in sales and customer satisfaction.

Fostered partnerships with local suppliers, optimizing supply chain efficiency and reducing operational costs. Implemented targeted marketing campaigns, driving substantial improvements in brand visibility and expanding the customer base.

Developed a customer feedback loop, enhancing product offerings and ensuring alignment with market demands, leading to increased sales.

Analyzed sales data to identify trends, informing strategic decisions that improved inventory management and reduced waste.

OFFICE ASSISTANT/ OPERATIONS 2015 - 2017

AAFES Colorado

EDUCATION

BACHELORS OF ART-INTERIOR ARCHITECTURE 2024 - Present Ohio University-Main Campus Ohio

CERTIFICATE- INTERIOR DESIGN 2023 - 2024

New York Institute of Art & Design New York

A.A.S. MEDICAL ADMINISTRATIVE ASSISTANT 2015 - 2017 National American University

Coursework included Anatomy & Physiology, Medical Terminology, Medical Law & Ethics, and Office Procedures • GPA: 3.84

COURSES

PROPERTY & CASUALTY INSURANCE AGENT LICENSE Jan 2022 - Jan 2025 State of Wisconsin

SKILLS

Customer Service, Organization, Communication, Microsoft Office, Time Management, Problem Solving, Insurance, Medical Administration, Office Management, Leadership. LINKS

LinkedIn: www.linkedin.com,

ADDITIONAL INFORMATION

AWARDS

President's List Award: 2015, 2016

Dean's List: 2015-2016

52nd Brigade Engineer Battalion Certificate of Appreciation VOLUNTEER EXPERIENCE

FRG Volunteer

Provided exceptional customer service, fostering positive relationships and enhancing client satisfaction throughout daily operations.

Streamlined office procedures, resulting in improved efficiency and noticeable reductions in processing times. Maintained accurate records and documentation, ensuring compliance with corporate standards and facilitating smooth operations.

Analyzed inventory levels and managed supply orders, supporting cost-effective operations and minimizing waste. Fostered a welcoming environment through exceptional customer interactions, strengthening client relationships and enhancing overall satisfaction.

Streamlined office workflows, achieving measurable improvements in efficiency and significantly reducing processing times. Key caller working with FRG Leader to organize events and fundraisers Assist military spouses and children

Create team and family environment

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