Executive Assistant and Office
Resume:
Rebecca Bailey
PHONE
****************@*****.***
OBJECTIVE
Accomplished Project Manager
and Office Operations Leader
with 20+ years of experience
overseeing insurance claims,
IT initiatives, SaaS platform
rollouts, and administrative
functions. Recognized for
building and maintaining strong
client relationships, ensuring
meticulous documentation, and
managing financial processes
such as AR/AP, reconciliations,
and vendor relations. Skilled at
driving projects from planning
through execution,
implementing process audits,
and producing detailed reports
that support compliance and
business decisions. Known for
clear communication, data
accuracy, and the ability to
balance technical, financial,
and client-focused priorities
with professionalism.
SKILLS
Client Relationship
Management
Financial Coordination (AR/AP,
Procurement, Purchase Order
Processing, Reconciliation,
Purchasing)
EXPERIENCE
OCT 2018 – MAY 2025
NorthCoast Claims Services
Office Manager & Insurance Processor
• Entered and processed an average of 200 insurance claims monthly using systems such as CMS (Click Claims), Xactanalysis, and CoreLogic/Symbility.
• Generated and maintained detailed reports and metrics to support business operations and client updates.
• Managed daily office functions in a managerial capacity, including interviewing and onboarding new adjusters.
• Oversaw office phone operations, ensuring prompt and professional client communication.
• Built and nurtured strong client relationships to drive repeat business and expand partnerships.
JUL 2018 – SEP 2018
Canandaigua National Bank
IT Infrastructure Project Manager
• Oversaw large-scale technology refresh projects, coordinating the replacement and installation of critical banking hardware, including workstations, servers, and network devices.
• Scheduled and managed deployment timelines across multiple branches to minimize operational downtime and ensure business continuity.
• Provided regular progress updates to stakeholders and prepared documentation to support audit and compliance standards. o Role was a temporary 3-month engagement secured through a recruitment agency to complete targeted infrastructure initiatives.
MAR 2018 – JUN 2018
PeerPlace Networks
SaaS Project Coordinator
Insurance & Claims Systems:
XactAnalysis, Click Claims
(CMS), CoreLogic/Symbility
ERP & Project Tools: SAP,
Rally Software, ServiceNow
Microsoft Office Suite (Excel,
Project, PowerPoint, Teams,
OneNote), Zoom, Vonage,
Automated Text/Call Systems
Documentation & Reporting
• Coordinated SaaS portal initiatives, including work orders for product enhancements, custom forms, views, and report templates.
• Developed manuals, matrices, and training documentation; tested configuration and new product features.
• Served as a key liaison between clients and product teams to support ongoing improvements.
o Position was a temporary 3-month assignment secured through a recruiting agency.
2000 – DEC 2017
CenturyLink
Formerly Global Crossing, Level 3 Communications & Frontier Communications ~
This company underwent several strategic mergers and acquisitions, Frontier merged into Global Crossing, then Level 3 Communications, which was later acquired by CenturyLink. IT Operations Project Manager
Jul 2010 – Dec 2017
• Managed key enterprise projects including implementations of Salesforce.com, SAP, and a company-wide cloud proof of concept.
• Oversaw large-scale IT infrastructure initiatives such as the 2017 audit of servers, data retention practices, and application governance, ensuring compliance with internal audit and legal standards.
• Conducted KPI metric reporting, dashboard creation, data integrity audits, and service availability reporting to inform executive leadership.
• Facilitated weekly and bi-weekly governance and project committee calls to drive alignment, remove roadblocks, and track milestones.
• Led QA testing efforts and managed server decommissioning to generate cost savings.
• Delivered training on corporate data retention and governance policies in line with legal requirements.
IT Project Coordinator
Mar 2010 – Jul 2010
• Supported IT operations projects, contributing to the deployment of Salesforce.com, SAP, and cloud initiatives.
• Managed application inventory data, KPI tracking, and audit preparations to support ongoing compliance and efficiency goals.
• Collaborated closely with cross-functional teams to gather business requirements and document new processes.
Executive Assistant to Chief Information Officer
Jan 2007 – Mar 2010
• Provided executive support to the CIO and direct reports, handling complex travel, expenses, high-level communications, and employee engagement initiatives.
• Designed and launched the internal IT SharePoint site to streamline communication and documentation across the global IT organization.
• Partnered with Microsoft to pilot new collaboration tools (Office 365, Lync, Skype), coordinating user testing and facilitating end-user training sessions.
Legal Assistant
Oct 2005 – Dec 2006
• Provided administrative and case management support to three Vice Presidents within North America General Counsel.
• Processed a high volume of internal subpoenas and legal document requests, maintaining strict confidentiality and compliance with legal standards.
• Coordinated document preparation and scheduling for legal proceedings, ensuring deadlines were consistently met. IT Buyer
Oct 2003 – Oct 2005
• Managed full-cycle procurement processes, from requisition through payment, using SAP to process and reconcile large-scale IT operational and capital expenses.
• Trained internal departments on new SAP procurement functionalities, accelerating company-wide adoption and reducing purchase order cycle times.
• Partnered with finance teams to audit accounts payable workflows and implement controls that safeguarded multi-million-dollar budgets. Procurement Card Administrator
Apr 2002 – Oct 2003
• Oversaw corporate purchasing card program, issuing and monitoring hundreds of cards to employees across departments.
• Conducted detailed audits of purchases to ensure compliance with strict corporate and financial policies, identifying exceptions and driving corrective actions.
• Delivered training sessions to employees on purchasing card policies, promoting responsible spending and adherence to financial controls. Purchasing Buyer
Dec 2000 – Apr 2002
• Created and processed purchase orders for company-wide operations, collaborating with vendors and internal stakeholders to ensure timely delivery of goods and services.
• Created and processed purchase orders for company-wide operations, working closely with accounts payable to reconcile invoices and ensure accurate, timely payments.
• Coordinated with vendors and internal stakeholders to secure goods and services, addressing any billing discrepancies. EDUCATION
Genesee Community College
Office Technologies Certification
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