Administrative Specialist with Client-Driven Experience
Resume:
Leslie Gregory
****#D Fulton Road
Santa Rosa,Ca 95401
********@*********.***
SKILLS
General Accounting Experience, Highly Organized, Ethical, Reliable and Professional.
EXPERIENCE
PsychStrategies, Santa Rosa,Ca - Intake Coordinator/Administrative Assistant
January 2023 - October 2025
● Scheduling and coordinating all aspects of communications with PNC’s
● Insurance verification
● Registration in billing system
● Timesheet collection and announcements
● Coordinating repairs of company equipment - Fax machines/Printers
● Ordering of supplies as directed by GM/HR
● Checking the mail, and sending the mail and sitting the mail
● Opening duties to ensure the office is tidy and organized Strategic Campaign LLC, Santa Rosa, CA - Client Manager/Quality Assurance Manager
August 2021- October 2023
● As a Client Manager I worked on determination and deficiency teams to communicate with Fire Victims and The Fire Victims Trust for the Northbay & Camp Fires. The main objective was to advocate for clients which entailed obtaining tax documents, preparing contents lists, preparing narratives and more. These clients suffered emotional and at times physical distress and lost everything due to the fires including their quality of life. As a quality assurance manager I was to ensure every intake partner was correctly set up for their campaigns prior to their acquisition launch which entailed logging and tracking all clients received into the torts internal tracker for end of day reconciliation.
Raley’s, Santa Rosa, Ca - Cashier/Customer Service December 2020 -August 2021
● Registered sales, itemed and totaled customer purchases, resolved customer issues, answered questions and processed return transactions.
One Legal, Petaluma (Temp), CA- Customer Service Representative November 2019 - September 2020
● Responsible for knowing document requirements and filing, researched procedures of the court and/or service process procedures, answered questions pertaining to filing/ billing, delivered customer service via phone, fax and emails to customers. Aurora Hospital (Temp), Santa Rosa, CA - Night Reception January 2018 - October 2019
● Effectively managed activity at the reception desk, answered multiple phone lines, greeted patient families, checked in visitors, created new patient records, performed patient registration and insurance verification.
QuieTrack Insurance Corp., Santa Rosa, CA - Manager/Underwriter October 2000 - October 2016
● Ensure that staff provided excellent customer service during phone calls, processed insurance documents into the QuieTrack database, reviewed loans to ensure insurance documents were being entered with accuracy, trained new staff on QuieTrack database, reviewed and uploaded loan accounts for all customer service representatives, initiated requests of additional calls to obtain personal insurance. EDUCATION
Yuba College, Lower Lake, CA - Associates of Business Administration June 1990 - June 1993
REFERENCES
Cheri Uber (Co-worker) 707-***-****
Evelia Estevez Cruz (Co-worker) 707-***-****
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