Background

Experienced in Customer Service, Account Management, Office Management, Event Planning

Job experience

• March 2021 - present
  Client Service Associate
  Gallagher
  

  Glendale, CA, USA

  • Assists Client Service Manager and Producers with renewals and new business, including marketing, policy checking, endorsements, and certificates.
  • Acts as a liaison between clients and carriers to facilitate all client needs.
  • Cleaned up and closed out years-old data in the operating systems

• September 2016 - June 2020
  Senior Account Manager
  Lavi Industries
  

  Santa Clarita, CA, USA

  • Promoted twice since start of position (Sales Assistant, Account Manager)
  • Participated in Trade Shows
  • Assisted in the interview process for new hires
  • Trained new Program Managers, Sales Assistants, and assisted in training new Sales Executives
  • Created CRM training and instruction manual for the CS and Sales Department
  • Fully supported Sales Executives with customer/prospect inquires, RFQ’s, samples, and orders.
  • Developed and maintained small accounts to ensure maximum sales and profits.
  • Maintained customer relationships through proactive calls to customers to ensure customer satisfaction while promoting new/additional products and services. Provided answers to daily customer correspondence.
  • Acted as a liaison between the customers, operations, customer service, marketing, shipping, and finance to facilitate all customer and company needs.
  • Collaborated with CSM and Operations to establish lead times, customer rollout plans, and other needs.
  • Contract review and correction
  • Covered open territories.

• November 2014 - September 2016
  Operations Data Integrity Associate, Finance Assistant
  Joerns Recovercare
  

  Chatsworth, CA, USA

  • Assigned as project lead to resolve outstanding issues regarding specific products that require further research
  • Maintained CRM/SAP data integrity and quality.
  • Maintained records and controls within the Accounting & Finance department.
  • Assisted with month-end closing procedures and annual accounting audits.

Education

• California State University, Northridge
  Management
  

  2010 - 2014