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Work Background
Cetera Financial GroupSpecialty Operations Professional 1
Aug. 2024United States
AvantaxNew Accounts Representative
Jul. 2023 - Aug. 2024United States
Avantax Wealth Management®Client Service Representative
Mar. 2022 - Aug. 2023Dubuque, Iowa, United States
McGriffInsurance Client Service Agent
Dec. 2021 - Feb. 2022Remote
McGriffInsurance Service Associate
Nov. 2021 - Dec. 2021Remote
AllstateClaims Service Specialist
Nov. 2021 - Nov. 2021Remote
FloodSimpleSenior Customer Success Manager
Apr. 2019 - Aug. 2021Processed and reviewed flood insurance claims utilizing Adobe Acrobat DC and Dropbox; provided support to insured, agents and lenders via email and phone to update quotes/binders and answer various questions.
Schreiner UniversityGift Processing and Database Specialist
Mar. 2017 - Sep. 2017Kerrville, Texas, United StatesPerformed a variety of complex duties associated with highly confidential gift processing functions. Provided answers to questions put forth by donors and senior level staff, the Business Office, University auditors and the Office of Advancement; Received and processed gifts in the form of pledges, cash, checks, credit cards, online gifts and recurring gifts; Processed more complex transactions, including stock transactions, matching gift transactions, in-kind gifts, and payroll deductions; Analyzed all gifts and accompanying documentation to determine the proper gift allocation; Created, updated and maintained biographical data in RE of constituents (alumnae, businesses, donors, foundations, parents and students) and populates all appropriate data fields where information is available; Researched and validated information by using internal and external resources: the Jenzabar database, Schreiner University library and/or internet or web-based databases; Maintained integrity of the RE database by following the Advancement Services database maintenance and clean-up schedule.
Schreiner UniversityData Entry Associate
Mar. 2015 - Dec. 2015Kerrville, Texas, United StatesCreated, updated and maintained biographical data in RE of constituents (alumnae, businesses, donors, foundations, parents and students) and populates all appropriate data fields where information is available; Researched and validated information by using internal and external resources: the Jenzabar database, Schreiner University library and/or internet or web-based databases; Maintained integrity of the RE database by following the Advancement Services database maintenance and clean-up schedule.
FlexJobs, GradLabs, Marketing Pro, Go Meta Media/Eben Pagen, Gain Advantages, Privco, Kiosy Brand, WVirtual Assistant
Feb. 2003 - Dec. 2019Provided high-level remote, administrative support to various. Projects Include: • Reviewed jobs and formatted job descriptions to ensure consistency and create unique short descriptions.
• Researched applicable websites to collect additional info; Used PitchBox to to track and send emails.
• Worked within team to answer customer emails; Utilized Infusionsoft and HelpScout to implement support for customers. Updated billing and subscription for customers.
• Designed and built lead generating emails for a multitude of clients. Tested writing copy for company websites; Built metric reports; Edited creatives. • Worked within team to answer customer emails, phone calls and live (zopim) chats; Utilized Ontraport, Infusionsoft and Agiloft to implement support for customers; Administrative services via Excel, Word and Google.
• Provided high-level administrative support. Worked within Google Drive to perform tasks and projects according to priority deadlines. Used Toggl to record work time. Coordinated travel arrangements.
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