Judy Strickland (Yarbrough)

Executive Assistant at Integrity Personal Insurance
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Contact Information
us****@****om
(386) 825-5501
Location
Tampa, Florida, United States, US
Skills

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Bio

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Credentials

  • Microsoft Office Specialist Master Certification (MOS)
    Microsoft
    May, 2017
    - Nov, 2024

Experience

  • Integrity Personal Insurance
    • United States
    • Insurance
    • 1 - 100 Employee
    • Executive Assistant
      • Mar 2022 - Present

      - Collaborate and initiate team process solutions to benefit the workflow and client success rate/retention - Train and lead the Service and Account Manager teams to conduct efficient and effective client success practices and procedures. Maintain and build the agency’s training modules and procedure guidelines - Collaborate to create goals and bonus structures as a means to encourage cross-selling within the Account Manager and Service teams - Build and maintain system automations… Show more - Collaborate and initiate team process solutions to benefit the workflow and client success rate/retention - Train and lead the Service and Account Manager teams to conduct efficient and effective client success practices and procedures. Maintain and build the agency’s training modules and procedure guidelines - Collaborate to create goals and bonus structures as a means to encourage cross-selling within the Account Manager and Service teams - Build and maintain system automations that assist with daily task flow using Zapier, Ezlynx, and Freshdesk - Assist administrating with interviewing and training to ensure successful employee recruiting and onboarding

    • Account Manager
      • Aug 2018 - Mar 2022

    • Summer Intern
      • May 2018 - Aug 2018

  • Student Asset Management Fund (SAM Fund)
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Sector Manager
      • Apr 2019 - May 2020

    • Analyst
      • Dec 2017 - Apr 2019

      • Monitor the organization’s positions within a $50,000 equity fund. • Conduct research and prepare comprehensive stock reports. • Analyze current industries.

  • Liberty University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Administrative Assistant
      • Aug 2017 - May 2019

      • Coordinate and plan for each semester commissioning and Dining-Out • Manage communications as the main POC • Coordinate and plan for each semester commissioning and Dining-Out • Manage communications as the main POC

  • Rick's Auto Repair & Body Shop
    • Garland, Texas
    • Office Manager
      • May 2012 - Aug 2017

      • Provide assistance to customers • Complete minor bookkeeping, invoicing and receipting for customer transactions including collection of money • Answer phones, data entry, run errands, and clean office and public work areas • Provide assistance to customers • Complete minor bookkeeping, invoicing and receipting for customer transactions including collection of money • Answer phones, data entry, run errands, and clean office and public work areas

Education

  • Liberty University
    Bachelor of Science - BS, Financial Planning and Services

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