TORI WOODARD
Raleigh,NC
Summary
Detail-oriented professional with excellent communication, interpersonal and creative thinking skills. Aiming to leverage my abilities to successfully fill the vacancy at your company. Skilled in working under pressure and adapting to new situations and challenges to best enhance the experience for those I work with.
Overview
3
3
years of professional experience
Work History
Executive Assistant
Grant Thornton, LLC
10.2023 - Current
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Contributed to budget management by monitoring expenses and providing detailed expenditure reports regularly.
- Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
- Processed travel expenses and reimbursements for executive team and senior management group.
Consultant Engagement Specialist
Innova Solutions
03.2023 - 08.2023
- Created smooth onboarding processes to help new hires adjust to company policies, procedures and processes.
- Worked closely with new hires, answering questions and addressing various concerns during onboarding process.
- Responded to inquiries by answering telephone calls, in-person questions and emails.
- Processed employee termination paperwork at direction of supervisory staff.
- Investigated and resolved customer inquiries and complaints quickly.
- Developed highly empathetic consultant relationships and earned reputation for exceeding service standard goals.
- Sought ways to improve processes and services provided.
Client Service Coordinator
Northwestern Mutual, Team Joe
10.2022 - 03.2023
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude
- Willingness to take on added responsibilities to meet team goals
- Educated clients on account services and resolved client inquiries regarding statement information and account balances
- Maintained accurate record-keeping with proactive attention to client information updates
- Responded to customer calls and emails to answer questions about products and services
- Communicated with clients regarding account services, statements, and balances
- Maintained and managed customer files and databases
- Provided primary customer support to internal and external customers
- Updated account information to maintain customer records
- Obtained underwriting approval by completing application for coverage
- Utilized CRM software to manage client relationships
- Prepared and reviewed insurance applications to verify compliance with regulations.
Contracts, Licensing and Registration Coordinator
Northwestern Mutual
03.2022 - 10.2022
- Stayed up-to-date on all state laws and licensing requirements for insurance licenses
- Cultivated interpersonal skills by building positive relationships with others
- Worked with recruiting teams and human resources representatives to accomplish hiring objectives
- Scheduled and conducted multiple check ins with interns and incoming financial representatives each week
- Assisted with onboarding and orientation of new hires to expedite acclimatization process
- Developed and implemented plans to improve onboarding process
- Supported HR functions with emphasis on record keeping, data entry, and general HR tasks
- Contributed to development and maintenance of personnel policies to streamline and standardize procedures
- Conducted new employee onboarding and provided ongoing orientation training.
Front Office Coordinator
Northwestern Mutual
11.2021 - 03.2022
- Welcomed patrons and immediately offered assistance by asking open-ended questions
- Delivered top-notch administrative support to office staff, promoting excellence in office operations
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation
- Inventoried and ordered office supplies to maintain availability of products
- Sorted, opened, and routed mail and deliveries to meet business requirements
- Updated reports, managed accounts, and generated reports for company database
- Developed and maintained successful relationships with vendors, suppliers and contractors
- Controlled finances to lower costs and keep business operating within budget.
Skills
- Customer Service
- Data Inputting
- Time Management
- Customer and Client Relations
- Telephone Skills
- Ground Transportation
Timeline
Executive Assistant
Grant Thornton, LLC
10.2023 - Current
Consultant Engagement Specialist
Innova Solutions
03.2023 - 08.2023
Client Service Coordinator
Northwestern Mutual, Team Joe
10.2022 - 03.2023
Contracts, Licensing and Registration Coordinator
Northwestern Mutual
03.2022 - 10.2022
Front Office Coordinator
Northwestern Mutual
11.2021 - 03.2022
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