Customer Service Management

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Records Management and Administrative Professional

Profile

Administrative support professional with over 25 years’ experience offering versatile office management skills. Problem-solver who easily adapts to changing demands, works independently, and able to juggle multiple projects at one time. Dependable: able to get the job done.

Education

Various Professional Development Programs Completed:

Dealing with Difficult People

Effective Interpersonal Communication

How to Supervise People

Conducting Employee Performance Evaluations

How to Deal with Employee Attitude Problems

Business Writing Skills

Exceptional Customer Service

Key Skills

Office Skills: Office Management

Records Management

Basic Bookkeeping

Spreadsheets/Reports

Event Management

40+ WPM

Front-Desk Reception

Calendaring

10-key

Computer Skills: MS Word

WordPerfect Lotus Notes

MS Excel

Experience

TRC Solutions – Austin, TX | Records Specialist

07/2011 – 07/2011

Temporary position. Special project conducted: collation, collection and organization of

Company’s extensive records management system.

RMT, Inc. Austin, TX | Records and Information Specialist

05/1997 – 07/2011

Responsible for processing incoming information for input into the company-wide records management database to include sorting, classifying, data entry and coding material for integration into systems. Maintained a high level of communication with all offices regarding general project information and tracking. Served as primary contact for reference, use, retrieval and disposal activities of the Records Center. Maintained logs and indexes to provide status of information and proper chargeback. Prepared documents for microfiching and operated microfiche equipment. Assisted branch office counterparts with recordkeeping functions as needed. Other duties included contract processing, file conversions, litigation support, forms management and corporate vital records.

Highlights:

Compiled and prepared archive inventory, permanent removal and tracking reports

Ensuring that all files and boxes were archived and destroyed in compliance with retention schedules, and for identifying and safeguarding files/boxes place on internal hold from destruction.

Interact with internal clients, ensuring that all request boxes, files, and client pick-ups are completed in a timely fashion.

Create boxes with supporting spreadsheets, barcode labeling.

Coordinate and organize material for destruction under the firm's records retention policy guidelines.

Retrieval of physical files from off-site storage and assisting with updating the firm's records management system as needed.

Recalled approximately 3,000 boxes for re-inventorying/destruction of files/boxes from off-site storage.

Texas Automobile Insurance Plan Association Austin, TX

02/1991 – 01/1997

Clerical Supervisor

Responsible for the daily processing of insurance applications for assignment which included incoming/outgoing mail, then forwarding to assigned company. Responsible for quality assurance of daily operations. Ensured correct processing of SR-22’s, which were forwarded to the Texas Department of Public Safety. Responsible for agent and team scheduling for department.

Producer Certification Supervisor

Instrumental in implementing a new unit directed by the Commissioner of Insurance. Job duties consisted of “tracking” producers for errors committed on applications for insurance and sending compliant advisories for unearned commissions/NSF checks. These violations were provided to the Governing Committee for review who would either revoke or suspend producers if warranted.

Plan Service Specialist

Job duties included working with the Texas Department of Insurance concerning revoked licenses, court order and other legal processes then entering this informatin into state database. Verified applications for Producer Certification for accuracy. Worked with insurance companies, producers or insureds on the on the assignment of insurance applications

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