Lisa Manzo
Assistant Account Manager at Presidio (Acrisure Agency Partner)- Claim this Profile
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Bio
Experience
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Assistant Account Manager
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Dec 2017 - Present
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Administrative Assistant
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Jun 2015 - Dec 2017
• Intake customer and client inquiries and ensure follow-up to maximize excellent customer service. • Coordinate job scheduling. • Maintaining the utmost confidentiality. • Provide services to customers, such as inspection appointments and account information. • Schedule and confirm appointments for clients, customers, or supervisors. • Confirm insurance coverage. • Set up and maintain paper and electronic filing systems for records, correspondence, and other material. • Manage projects, contribute to committees & teams • Xactimate estimates- creating sketches and estimates • Work with crew chiefs to ensure accuracy with on line program. • Validate files prior to internet upload. Update and correct job file documents as per required time stamps. Complete the self-audit of required job files using the self-audit tools. Correct and resubmit any rejected internet job files. • Maintain National Accounts Program Agreements (NAPA) Green status. Maintain compliant third-party program status. Maintain Franchise-specific compliance documentation. Update business resume. • Complete FNOL documentation. Prepare job paperwork for crew/estimator. Enter estimates. Maintain all job file documentation. Maintain job file communications. Confirm subcontractor activity. • Set-up and maintain social media for the two franchises. Contribute to marketing decisions. • Order and dispense supplies.
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PBD Worldwide
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United States
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Transportation, Logistics, Supply Chain and Storage
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1 - 100 Employee
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Account Coordinator
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Apr 2013 - Jul 2015
• Responsible for providing support to clients and management • Complete special projects as needed • Multi-tasking master • Address client concerns and remedy • Track orders and provide client updates daily • Excellent communication and problem solving skills • Follow up with the distribution center on outstanding Orders/issues and communicate with client • Review bills for accuracy in accordance with pre-established guidelines • Create work orders and oversee from creation to completion
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Whole Foods Market
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United States
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Retail
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700 & Above Employee
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Customer Service/Cook
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Jun 2011 - Apr 2013
• Provide excellent customer service and regularly practice and model suggestive selling techniques • Support national, regional and store programs • Supervise daily preparation for cooking and inventory replenishment according to pars • Sell proactively and communicate effectively with customers • Comply with all applicable state health and safety codes. • Maximize sales through effective and proper procedures for prepping, cooking, storing, rotating, and stocking product • Training in organic foods and healthy lifestyle • Inventory control/minimize waste
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Education
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Illinois State University
Bachelor's, Double Major- Art/ Retail Management -
The Illinois Institute of Art-Schaumburg
Bachelor's of Fine Art, Web Page, Digital/Multimedia and Information Resources Design