Select Account Specialist

• Nov 2022 - Present

Account Assistant / Receptionist

• Jan 2022 - Nov 2022

In striving to reach the role of Account Manager:- Studied and became a Licensed Resident P&C Producer within 6 weeks of hire-To date have complete 4 of 5 required courses for the CISR Designation- Aid Account Managers in renewing policies in Epic (Applied Systems), verifying coverages, endorsements, forms and changes - including preparing yearly proposals and hard copies of policies for insureds- Make, Receive, Verify and Issue policy changes on behalf of Account Manager in both carrier and agency systems-Ensure the proper coverage while quoting in a wide array of carrier systems for new and renewal/rewrite businessIn addition to these roles I also serve as the receptionist for the Rexburg, Idaho office:-Receive and direct phone calls company-wide-Handle fiduciary funds and deposits-Day-to-day operational needs of an brokerage officeAlso accepted company-wide responsibility of administrating for both current and new Account Managers, Executives and Assistants with access to the digital portals to the nearly 50 carrier with whom we do primary business.

Executive Assistant Developer

• Mar 2021 - Nov 2021

Inventory Specialist

• May 2020 - Dec 2020

• Cared for the stocking and display of 10,000+ inventory items and associated promotions or price changes• Performed rotating stock audits, frequently locating “missing” or unaccounted for stock, and recovering their costs• Ensured the proper check-in of 2-3 pallets of daily stock orders, verifying billing and inventory adjustments

Delivery Driver

• Jun 2019 - May 2020

• Maintained a one-on-one relationship of customer service excellence with all commercial customers• Delivered parts in an on-time and safe manner, maintaining and annotating appropriate documentation for both store and customer purposes• Capable of quickly distinguishing part numbers, finding locations of parts and organizing parts in both stock and retail areas• Quickly and unprompted, learned the TAMS system in order to aid in retail customer service when help was needed and not otherwise occupied by primary job duties

Maintenance Supervisor

• Oct 2018 - Jun 2019

Responsible for ensuring the upkeep and maintenance of nearly an acre of property, which houses 7 buildings and near 300 tenants. Catering to the requirements of a BYU-I approved housing complex, as well as the customer service needs of contracted tenants. Leading a crew of 2 other maintenance personnel, a landscaper and a custodian while working hand-in-hand with property management to ensure this more than 40-year-old complex maintains its high standards of cleanliness and repair for all those who live therein.

Financial Secretary

• Feb 2017 - Nov 2017

A student financial position handling the care of sensitive financial documents, the care of card balances and receipt tracking, and records management as well as coordination of office staff and accommodation of department professors and student employees. A student financial position handling the care of sensitive financial documents, the care of card balances and receipt tracking, and records management as well as coordination of office staff and accommodation of department professors and student employees.