Katy Turnbull
Estevan,SK
Summary
Experienced office administration professional equipped to deliver outstanding results. Skilled in risk assessment, client management, and client relations. Strong team collaborator with focus on adaptability and effective communication. Known for reliability and achieving targets in dynamic environments. Utilizes organizational skills and effective communication to manage tasks and client interactions. Knowledge of scheduling, record-keeping, and multitasking to support business objectives.
Overview
9
9
years of professional experience
Work History
Office Administrative Assistant
Assante Capital Management
08.2018 - 10.2019
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Provided support to other office staff by copying, faxing, and filing documents.
- Responded to inquiries from callers seeking information.
- Maintained inventory of office supplies and placed orders.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Maintained a clean and welcoming office environment, fostering positive impressions among clients and visitors alike.
Insurance Broker
Cathedral Insurnace Brokers
04.2016 - 08.2018
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Calculated quotes and educated potential clients on insurance options.
Insurance Broker
Jeanne Rieks Agency
10.2010 - 04.2016
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Reported policy changes and company conditions affecting customer satisfaction.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Education
High School Diploma -
Iowa Falls Alden High School
Iowa Falls, Iowa05-2007
Skills
- Data entry
- Verbal communication
- Microsoft office
- File organization
- Document scanning
- Inventory management
- Customer engagement
- Document preparation
- Scheduling appointments
- Billing and invoicing
- Scheduling and calendar management
- Driven
- Claims reporting systems
Languages
English
Native or Bilingual
Timeline
Office Administrative Assistant
Assante Capital Management
08.2018 - 10.2019
Insurance Broker
Cathedral Insurnace Brokers
04.2016 - 08.2018
Insurance Broker
Jeanne Rieks Agency
10.2010 - 04.2016
High School Diploma -
Iowa Falls Alden High School
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