Kellie_Schell_Resume.pdf

Kellie Schell

Administrative Assistant Tempe, AZ 85283 kellieschell9_hmd@indeedemail.com (703) 565-6878

Authorized to work in the US for any employer

Work Experience

Executive Assistant of Operations

Prodigy Healthcare

2020 to Present

Medical Receptionist/Assistant

Nirvana Center - Phoenix, AZ

October 2019 to 2020

Medical Reception:

• Unfailingly primed the lobby for another day of business; TVs turned on, forms fully stocked, andeach customer was met with a smile and bubbly personality—a win in customer satisfaction

• Diligently controlled access into the dispensary by scanning medical cards on

Stateside; ensuredaccounts were active and confirmed patient’s daily allotment amounts; as well as updating accounts w/ their Medical Card, State ID, and a Patient registration form as required while following HIPPA regulations

• Enthusiastically responded to incoming phone calls and took phone orders with

100% accuracy; allwhile assisting managers/supervisors by taking detailed messages when they were unable to come to the phone when needed

• Organized the cue of customers with extreme precision; ensured pick-ups received priority servicewhile keeping a steady and efficient flow of additional walk-ins; Multitasking extraordinaire

• Actively checked for patient emails requiring new patient accounts creation, as well as sought outupdates for digital cards; paid huge dividends in accounts management

• Kept budtender’s informed of any special requests by patients, intuitively made copies of files whenneeded and filed record copies as required

• Meticulously trained new employees step by step to ensure a high quality output benefiting thesmooth transition into budtending

When needed, other duties include:

Pickup:

• Crushed the art of pick-up; mastered every aspect of customer service while filling orders,double-checking quantities and specific brand names, all the while keeping everything organized alphabetically by last name

• Guaranteed customer satisfaction through swift and efficient transactions;

consistently avoided longtransactions with nearly 100% accuracy before cashing out— customers guaranteed to always walk out with a smile!

• Unhesitatingly assisted other budtenders at every opportunity by shrewdly picking-up patients whojust came in and were put on the wall; dramatically reduced long wait times

• Set the bar in pick-up training techniques; noticeable and amazing results realized through thesuper-efficiency of new employees

Budtending:

• Consistently set up every transaction for success; station and surrounding areas disinfected (bothbefore and after shift), drawer routinely prepped w/$150 while dawning a mask and gloves as a precautionary measure with an eye on 100% customer satisfaction

• Played an integral role in ensuring the store was routinely clean/organized, online menu was keptup-to-date, and refilled containers/gloves/cleaning supplies when inventory was low; could always be counted upon to help out supervisors whenever needed

• Politely greeted customers in the lobby (by first name only) to call them back to station; alwaysprovided allotment availability prior to asking their desired purchase which ultimately resulted in smooth and accurate transactions

• Ceaselessly excited to talk about the effects of medical marijuana with patients; accurately assessedneeds and provided solid recommendations--a direct result of having extensive familiarity of the store’s inventory, as well as general product knowledge;

• Typically ranked in the Top-3 in sales and patients taken during each shift averaging $4,000+ insales on a daily basis; a definitive force multiplier!

• Exacting in every respect from weighing out flower precisely (using the scale for judgement) tofollowing HIPPA and compliance rules—A true role model for all to emulate

Administrative Assistant

Mark Porter & Associates - Dayton, OH

December 2018 to June 2019

• Received all incoming calls and made certain every clients' questions were answered and needs weremet; followed through to resolution

• Monitored voicemail messages on a daily basis and provided detailed notes (in both hard copy andemail) to agent; resulted in 100% callback rate

• Developed and maintained a detailed Excel spreadsheet of pending cases; ensured every aspect ofcase development was considered and/or discussed

• Meticulously copied, scanned, faxed, and printed 1,000s of documents and maintained them inaccordance with company directives; 100% in compliance

• Flawlessly organized all client files alphabetically by last name and developed/maintained an Excelspreadsheet with their policy numbers, names, and who they are insured with; guaranteed accurate records with immediate recall

• Independently managed all office activities in the absence of the agent;

provided the agent greaterflexibility with external appointments and meetings

• Entrusted to mail out critical and important documents; ensured materials were safeguarded anddelivered without compromise

• Methodically purged files five years or older and determined if policies were still active, or if theyshould be termed; reduced paper holdings by over 30%

• Enthusiastically greeted clients as they arrived; created a warm and welcoming atmosphere thatmade each visit enjoyable and productive

• Assisted potential clients with initial portfolio development and pricing;

paved the way for the agentto quickly close on a more well-defined policy

• Faithfully performed housekeeping duties and opening/closing procedures for the office on a dailybasis; always ensured the office was presentable and secure

Licensed Life Insurance Agent

Lincoln Heritage Life Insurance Company - Columbus, OH

September 2018 to November 2018

• Dutifully called potential clients on a daily basis to schedule appointments;

all calls were well-received with no complaints

• Drove several miles a day to a list of inquiring leads to personally deliver information about ourproduct; exponentially enhanced sales opportunities

• Unswervingly devoted spare time to job knowledge development; gained exceptional productknowledge and became a highly productive team member

• Maintained thorough records for tracking mileage and expenses; provided 100% accountability aswell as an accurate accounting of business expenses

• Actively participated in daily conference calls, monthly sales meetings, and recurring core training;considered a true team multiplier with valuable input

Office Assistant

Behnken Financial Services, Inc. -

Brookville, OH April 2018 to September 2018

• Received all incoming calls and directed clients to the appropriate wealth manager as necessary;human factor paid huge dividends in manager/client relations

• Cordially greeted clients with a warm and friendly smile as they arrived; set the tone for anenjoyable and productive visit and a desire to return for future business

• Completely re-organized files that were neglected over the span of several years; provided a systemthat afforded greater continuity and increased ease of retrieval

• Brilliantly performed other administrative functions to include processing paperwork, distributingincoming mail, and sending out mass mailings; praised for exceptional work ethic and completing tedious tasks quickly

• Unhesitatingly assisted coworkers with miscellaneous tasks; developed an amazing rapport anddirectly contributed to increased productivity and output

• Expertly ID’d previous clients from old records and converted them into termed files; created a clearseparation from archived-to-active records

• Proficient user of the RedTail program capturing client interactions summaries, address changes,scheduled phone and physical appointments, and data pertinent to client management; greatly improved fidelity into clients’ needs

• Personally created mail merge templates to increase the speed in which mass mailings aredeveloped and dispatched; cut processing time down by over 75%

• Flawlessly processed check deposits on behalf of clients; ensured all accounts were current withoutdelay resulting in 100% client satisfaction

• Updated company’s social media account online; ensured current and prospective clients wereaware of the most up-to-date and relevant financial information

Account Manager

Wilshine Events and Associates - Glendale, CA

January 2018 to April 2018

• Started as an entry level sales representative by successfully working campaigns in

Sam’s Club and

Costco (e.g., “Somacare” and “Terra Life Sheets”)

• First solo day achieved $1,400 in sales—$600 more than expected!

• Rigorously studied how to interview prospective employees and was promoted to

Leadership withina month-and-a-half based on job knowledge and initiative

• Selected “by name” to cross-train other entry level employees upon first day of promotion;recognized as a subject matter expert who gets the job done

• Accurately kept track of inventory, bills of lading, sales, kept track of my TPC

(“talk”, “pitch”, “close”) charts, as well as updated other leaders/managers throughout day to keep them in loop • Actively participated in impact meetings and conference calls throughout week; regularly recognized for providing valuable contributions

• Maintained sales consistency

• Provided mentor with summary of shift positives/negatives and goals to improve my skills on a dailybasis; achieved nearly 100% success rate on realizing goals

Education

Pre-Licensing Course in Life Insurance

Hondros College of Business - Fairborn, OH

June 2018

Associate in General Studies

The Ohio State University - Lima, OH May 2017

Some College in General Studies

Sinclair Community College - Dayton, OH May 2016

Honors Diploma

Brookville High School -

Brookville, OH May 2016

Skills

• Fluent in Spanish

• Knowledge of Microsoft Word Processes

• Computer Skills (In General)

• Certified in Customer Service

• Fast Learner

• Dependable

• Attention to Detail

• Adaptable/Team Player

• Perfectionist

• Precise

• Microsoft Word

• Microsoft Excel

• Microsoft Office

• Microsoft PowerPoint

• Microsoft Access

• Account Management

• HIPAA

• Phone Etiquette

• Customer and Personal Service -- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

• Exceptional Multitasker

• Organized Languages

• Spanish - Fluent