OFFICE PROFESSIONAL QUALIFICATIONS • • • • • • •
Bachelor's degree; Property/Casualty and Life/Health insurance license 15+ years of administrative office support experience 5 years of administrative support experience at an executive level 2 years of insurance industry experience 11 years of construction industry experience Proficient in Microsoft Word, Excel, PowerPoint and Outlook Wide-‐ranging experience with document control and record maintenance
EXPERIENCE CLIENT S ERVICE R EPRESENTATIVE CURTIS MONDAY AGENCY OF STATE FARM, HAZEL CREST, IL (March 2012 to Present)
Diana Reynolds
Highlights: Process new business, handle customer questions (billing, claims, changes to coverage, review policies, etc.), pivot for new sales, and increase retention of current clients.
3905 River Road Hazel Crest, IL 60429
PHONE 708-‐365-‐9349 EMAIL
[email protected]
Respond to phone calls, emails, walk-‐ins & member referrals in a timely manner, answer client questions regarding insurance coverage and offer solutions with the clients’ best interest in mind. Prepare proposals for prospects and make follow-‐up calls to clients; maintain up to date electronic files on all current and prospective clients. Work with existing clients to discuss ongoing coverage needs, renewals and changes to current plans while providing risk management advice.
LOCAL S OCIAL M EDIA S TRATEGIST TOP 3 OPTIMIZATION, SELF EMPLOYED, HAZEL CREST, IL (August 2009 to March 2012)
WEB www.dianareynolds.com
Highlights: Utilized major search engine marketing to increase the local web and social media presence of small businesses. Pivoted for coordination of networking opportunities.
PROJECT A DMINISTRATOR/BILLER BERGLUND CONSTRUCTION COMPANY, CHICAGO, IL. (February 2005 -‐ February 2009)
Highlights: Contributed to timely project completion. Liaised with client and architect for smooth flow and tracking of information necessary to keep project on schedule. Additionally served the business as the company-‐selected branch insurance administrator and mentor to new support staff. Also served on the Accounting software focus group. Promoted from Project Administrator to Project Biller.
Tracked project submittals, requests for information, and contractual documents for timely approval and response by applicable party. Contributed to creation of company standards of implementation as a member of the Accounting software focus group. Created several templates for use within the Accounting software to increase company-‐wide efficiency. Contributed written chapter in the Accounting Help Manual, while exhibiting technical writing skills. Managed subcontractors’ insurance compliance as the self-‐directed branch insurance administrator, protecting the company against possible litigation. Generated bills for various projects to submit to the client for timely payment. Improved components of accounting spreadsheets to improve usability and increase efficiency in the capacity of Project Biller.
SR. T AX A DVISOR H & R BLOCK, HAZEL CREST, IL. (January 2000 to April 2008, January 2012 to Present)
Highlights: Interview clients, complete tax returns and advise clients to achieve the maximum deductions available while earning their trust through the display of professionalism, respect and integrity. Pivot for additional tax-‐related products; Part time seasonal.
Areas of expertise (increased complexity with years of successive education):
Investments/Stock Options (income, sales, losses), Home ownership (purchase or sale), Home foreclosure, Real estate rentals, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Retirement income, Income from multiple States, Sole Proprietor.
SR. P ROJECT A SSISTANT PEPPER CONSTRUCTION COMPANY, CHICAGO, IL. (December 1997 to January 2005)
Diana Reynolds
Highlights: Construction office professional providing administrative support to Project Executive and assisting with the coordination of bid requests, contracts, submittals and requests for information. Promoted from Project Assistant to Senior Project Assistant.
3905 River Road Hazel Crest, IL 60429
PHONE 708-‐365-‐9349
EMAIL
[email protected] WEB www.dianareynolds.com
Drafted correspondence, proposals and coordinated bid requests and mailings to subcontractors, as well as maintain project files. Tracked project submittals, requests for information, and contractual documents for timely approval and response by applicable party. Scheduled meetings with clients and subcontractors. Answered calls and solved queries of clients. Compiled project closeout files for clients, complete with executed contracts, insurance, material data sheets and warranty information.
EDUCATION
Professional Licensing in Property, Casualty & Life Insurance: State of Illinois Professional course in Property and Liability Insurance: Insurance Institute of
Professional courses in Federal Income Taxes: H&R Block Professional courses in Real Estate Appraisal: Appraisal Institute, Chicago, IL Bachelor of Liberal Arts & Sciences in Biology: University of Illinois at Chicago
America, Chicago, IL
SKILLS
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CONCEPTUAL AND PLANNING: Adept at development of systems to implement organizational goals. MANAGEMENT/INTERPERSONAL: Skilled at communication and negotiation toward problem solving; keenly sensitive to customer/client service needs and those of the business. COMPUTER: Microsoft Office Professional Suite, Constructware, Textura, AS400, PeopleSoft, various Accounting Software programs. WORK STYLE: Balanced independent worker and team player.
