Detail-oriented Executive Assistant/Account Executive with over 20 years of experience delivering exceptional administrative support to senior executives. Expertise in managing schedules and streamlining office workflows, resulting in significant productivity improvements. Recognized for maintaining confidentiality while effectively handling administrative and operational tasks, thereby reducing the overall administrative burden on leadership. Committed to leveraging extensive skills in organization and communication to contribute to executive efficiency.
Overview
28
28
years of professional experience
Work History
Account Executive
Farmers Insurance - James K Sewell Insurance Agency
Cameron Park
09.2019 - Current
Administrates over 900 auto, life, home, and commercial policies.
Professionally receive and filter inbound calls to help prioritize specific clients, to expedite daily operations.
Act as a liaison between the executive and internal and external stakeholders to facilitate communication flow.
Handle confidential information with discretion and integrity.
Schedule meetings for Executive.
Create and maintain computer and paper filing and organization systems for records, reports, and documents.
Provide support and guidance to colleagues to maintain a collaborative work environment.
Manage time effectively to ensure tasks are completed on schedule and deadlines are met.
Collecting data and collaborating with underwriters for policy accuracy.
Assisting with coverage questions, policy management, and liability concerns.
Group Fitness Instructor
Sweat and Smiles Fitness Studio
Roseville
04.2021 - 03.2023
Coached and encouraged participants during class.
Led dynamic group fitness classes in high-energy environments, ensuring participant engagement and motivation.
Prepared for classes in advance, selected and queued music beforehand, and began and ended classes on time for maximum benefit to attendees.
Group Fitness Instructor
The Group Effect Studio
Roseville
04.2019 - 03.2021
Coached and encouraged participants during class.
Led dynamic group fitness classes in high-energy environments, ensuring participant engagement and motivation.
Prepared for classes in advance, selected and queued music beforehand, and began and ended classes on time for maximum benefit to attendees.
Account Executive
Farmers Insurance - David Pabalate Agency
Loomis
09.2018 - 09.2019
Administrated over 400 auto, life, home, and commercial policies.
Professionally received and filtered inbound calls to help prioritize specific clients, to expedite daily operations.
Acted as a liaison between the executive and internal and external stakeholders to facilitate communication flow.
Handled confidential information with discretion and integrity.
Created and maintained computer and paper filing organizational systems for records and documents.
Manage time effectively to ensure tasks are completed on schedule, and deadlines are met.
Collected data and collaborated with underwriters for policy accuracy.
Assisted with coverage questions, policy management, and liability concerns.
Executive Assistant
Wright, Celebrations! Inc.
Roseville
03.1997 - 09.2018
Managed CEOs' calendars to keep track of events, meetings, and activities.
Managed personal tasks and other essential duties for the CEO.
Professionally answered, screened, and directed inbound calls.
Compiled meeting agendas and supportive materials ahead of meetings.
Acted as a liaison between the CEO's and internal and external stakeholders to facilitate communication flow.
Drafted emails, reports, and business correspondence.
Provided training sessions for employees on company policies, procedures, and best practices.
Provided administrative support in preparing contracts, invoices, purchase orders, and other documentation required for daily business activities.
Handled accounts payable and receivable, including invoicing and payment processing.
Assisted with the development of open enrollment materials, such as benefit summaries and employee handbooks.
Assisted in developing policies and procedures pertaining to customer service, billing, and administration matters.
Coordinated with internal departments on a regular basis to ensure efficient functioning of day-to-day operations.
Tackled and addressed top-level, high-priority issues with professional administrative discretion.
Education
BS - Nursing
University of Nevada
Reno
Skills
Driven Professional
Executive Coordination
Proficient in Communication
Sensitive Correspondence Management
Detail-Oriented Planning
Prioritization and Scheduling
Proactive Problem Resolution
Office Management
Customer Relations
Informed Decision-Making Skills
Relationship building and management
Team Leadership
Personal Information
Title: Account Executive
Timeline
Group Fitness Instructor
Sweat and Smiles Fitness Studio
04.2021 - 03.2023
Account Executive
Farmers Insurance - James K Sewell Insurance Agency
09.2019 - Current
Group Fitness Instructor
The Group Effect Studio
04.2019 - 03.2021
Account Executive
Farmers Insurance - David Pabalate Agency
09.2018 - 09.2019
Executive Assistant
Wright, Celebrations! Inc.
03.1997 - 09.2018
BS - Nursing
University of Nevada
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